QuickBooks Online Advanced — Complete Overview, Features & Workflows

Understand QuickBooks Online Advanced — custom reporting, automation, multi-entity management, user permissions, spreadsheets, backups, inventory, workflows and accountant-grade tools.

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QuickBooks Online Advanced is built for scaling businesses with teams, locations, higher transaction volume, automation needs and advanced reporting requirements.

25+
Premium Features

Custom
Automation

Advanced
Reporting Tools

Scales
Up to 500+ Employees

What Is QuickBooks Online Advanced?

QBO Advanced is the highest tier of QuickBooks Online, offering more controls, reporting power, automation, performance and multi-user capabilities than Essential or Plus.

More custom fields, automations & workflows
Advanced reporting with spreadsheet sync
Multi-entity management (locations, classes, divisions)
Enhanced user permissions
Faster performance for high-volume companies
Premium integrations & data tools

Top Features in QuickBooks Online Advanced

The upgraded toolset that powers larger workflows.

Spreadsheet Sync (Excel → QuickBooks bidirectional)
Custom reporting with grouped financials
Batch transactions (batch invoicing, bills, checks)
Custom user permissions at role & task level
Automations for approvals & repetitive tasks
Enhanced custom fields (up to 48)
Projects & profitability dashboards
Data backups & restore points
Faster performance with large files

[ QBO Advanced Feature Dashboard Placeholder ]

Spreadsheet Sync — Advanced Reporting Power

Create, edit and refresh QuickBooks data directly in Excel using Spreadsheet Sync.

Excel-based reporting templates
Live sync for real-time updates
Multi-tab management reporting
Export, transform and re-upload data safely
Ideal for controllers and CFOs

[ Spreadsheet Sync Screenshot Placeholder ]

Custom Reporting & Business Insights

QBO Advanced unlocks deeper financial visibility.

Custom P&L layouts & segmented reporting
Profitability by customer, division, class or location
Custom dashboards & KPIs
Saved reports for teams & departments
Multi-entity consolidated views (if structured)

[ Custom Reports Dashboard Placeholder ]

Advanced User Permissions

Control access with granular permissions for teams.

Role-based permissions
Restrict AR, AP, banking, payroll or reporting
Create department-specific access
Audit logs with detailed tracking
Multi-approver workflows

[ User Permission Matrix Placeholder ]

Workflow Automation in QBO Advanced

Automate repetitive tasks to save hours weekly.

Automated approvals for bills & expenses
Invoice reminders & payment follow-up
Recurring invoices & recurring bills
Bank feed categorization rules
Custom automated actions

[ Workflow Automation Flow Placeholder ]

Batch Transactions — High-Volume Workflows

Handle hundreds of entries in minutes instead of hours.

Batch invoicing
Batch bills & expenses
Batch checks
Bulk updates to lists and items
Mass reclassification with tools

[ Batch Transactions Placeholder ]

Data Backups & Restore Points

Advanced includes built-in backups for safer accounting.

Automatic daily backups
On-demand backups
Restore points before major changes
Compare versions before restoring
Ideal during migrations & cleanup

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Performance & Scalability

Built for companies that have outgrown QBO Plus or need performance beyond standard limits.

Handles higher transaction volumes
Faster queries & reporting
Better multi-user performance
Supports large item lists & customer databases

[ QBO Advanced Performance Graph Placeholder ]

Premium Integrations for QBO Advanced

Integrate deeper, faster and with more control.

CRMs (Salesforce, HubSpot)
Inventory apps (SOS, Cin7, Dear)
E-commerce (Shopify, Amazon)
Billing & payments (Stripe, Square)
Project tools & time tracking

[ Integration Architecture Diagram Placeholder ]

See full QuickBooks integrations

Which Industries Benefit Most From QBO Advanced?

Advanced is ideal for growing, multi-location or high-volume businesses.

E-commerce & wholesale
Construction & contractors
Consulting & professional services
Healthcare, clinics & private practice
Real estate & property management
Retail stores & hospitality
Logistics, trucking & distribution

[ Industry Icons or Grid Placeholder ]

QuickBooks Advanced vs Plus vs Enterprise

Where QBO Advanced fits in the QuickBooks ecosystem.

More automations than Plus
Better reporting than Essentials or Plus
More users & permissions than any QBO plan
Lower cost & easier maintenance than Enterprise
No desktop installation required

[ Comparison Table Placeholder ]

View full QuickBooks comparison

Common Problems QBO Advanced Solves

These issues typically push companies to upgrade.

Outgrowing QBO Plus due to transaction volume
Needing multi-approver workflows
Lack of custom reporting
Complex item lists or inventory
Too many users with unclear permissions
Needing automated backups & restore
Department-level reporting needs

QuickBooks Advanced Screenshots

Add visuals to show the experience your clients will have.

[ Advanced Dashboard Screenshot ]

[ Workflow Builder Screenshot ]

[ Spreadsheet Sync in Excel ]

Related QuickBooks Pages

Get Expert Help With QuickBooks Online Advanced

We configure, optimize and manage QuickBooks Advanced for high-volume teams, multi-entity companies, accountants, controllers and scaling organizations.

Talk to a QBO Advanced Expert