Empower your clients with a powerful platform that delivers automation, customisation, and control, freeing up your firm to provide higher-value advisory services and streamline your practice workflows.

In today's dynamic business environment, accounting firms are seeking solutions that not only streamline client workflows but also empower them to offer strategic guidance. Intuit QuickBooks Online Advanced is emerging as a powerful tool in this evolution, offering a robust cloud-based platform designed to support growing businesses and the advisors who serve them, while simultaneously enhancing your firm's operational efficiency.

Automation: The Key to Efficiency

One of QuickBooks Online Advanced standout features is its focus on automation, which directly translates to significant productivity gains for your firm. Beyond reducing manual data entry,QuickBooks Online Advanced automation capabilities streamline crucial workflows. Imagine:

Automated Invoice Reminders: Set up and send automatic reminders to clients for overdue invoices, reducing the time your team spends on manual follow-ups.
Multi-level Bill Approval Workflows: Implement customisable approval processes for bills and expenses, ensuring accurate and timely payments while providing an invaluable audit trail. This is particularly beneficial for larger clients with multiple approvers.
Customisable Workflows: Create tailored workflows for specific client needs, from recurring journal entries to expense categorisation, ensuring consistency and accuracy across your client base.

This frees up your team from repetitive tasks, allowing them to focus on the critical review processes and, most importantly, dedicate more time to value-add advisory services.

Customisation: Tailored Insights for Client Success

QuickBooks Online Advanced understands that every client is unique, and so are their reporting needs. The platform allows for deep customisation, providing you with the tools to deliver highly relevant and actionable advice:

Advanced Custom Fields: Track specific data points relevant to a client's industry or business model, enabling more granular analysis and reporting. For instance, a construction client could track job costs by phase, while a professional services firm could analyse project profitability in detail.
Customisable Reports and Dashboards: Build reports and dashboards precisely to your clients' specifications. Utilise the Performance Centre to visually track key performance indicators (KPIs) relevant to their business, allowing them to grasp their financial health at a glance.
Spreadsheet Sync: This powerful feature allows you to pull live QuickBooks Online Advanced data directly into Excel for your own custom models and dashboards, which can update automatically. This is invaluable for complex financial modelling, forecasting, and creating consolidated reports for clients with multiple entities or locations, giving you ultimate flexibility for advanced analysis.

This level of customisation empowers you to move beyond basic reporting, providing truly tailored insights that help clients make informed strategic decisions.

Control: Security and Scalability

Beyond client-facing benefits, QuickBooks Online Advanced provides enhanced control and security that directly benefits your firm's practice management:

Robust Data Security: With automatic data backup and the ability to restore to any point in time, you can rest assured that sensitive client information is protected.
Granular Custom Roles and Permissions (up to 25 users): Control who sees what, and what actions they can perform. You can restrict access to specific reports, sections within reports, or even particular transactions for different client staff members or members of your own team. This is crucial for maintaining data integrity and security, especially as your firm and client base grow.
Enhanced Audit Trail: Beyond basic tracking, QuickBooks Online Advanced offers a comprehensive audit trail that records who made changes, when, and what those changes were. This is vital for maintaining data integrity, troubleshooting discrepancies, and providing robust accountability.
Seamless Scalability: The platform scales effortlessly with your firm and client base, accommodating multiple users and accountants.
Integration with QuickBooks Online Accountant: QuickBooks Online advanced features directly integrate with your practice management workflows within QuickBooks Online Accountant. This means you can leverage features like Workflows and Tasks to manage client work more efficiently, track progress, and foster seamless team collaboration within your firm.

Elevating the Accountant-Client Relationship

Ultimately, QuickBooks Online Advanced is about empowering accountants to elevate their client relationships. By providing the tools to automate tasks, deliver customised insights, and maintain robust control and security, QuickBooks Online Advanced allows firms to move beyond traditional compliance services and become true strategic partners. This comprehensive solution fosters deeper engagement, offering your clients the proactive financial guidance they need to thrive.

Considering QuickBooks Online Advanced Your Clients? Practical Insights for Your Firm:

Migration Made Easy: Concerned about data migration? Intuit offers free onboarding sessions and tools to facilitate the transition from other accounting software or older QuickBooks versions to QuickBooks Online Advanced, providing dedicated support to ensure a smooth process.
Tax Software Integration: QuickBooks Online Advanced integrates with a wide range of popular third-party applications, including many commonly used tax software solutions in Australia, streamlining your tax preparation workflows. Explore the QuickBooks App Store for specific integrations relevant to your practice.
Target Industries: While QuickBooks Online Advanced is designed for growing businesses across various sectors, it offers particularly strong capabilities for industries with complex needs such as professional services, construction, manufacturing, and wholesale/distribution. This allows you to quickly identify suitable clients who will benefit most from its advanced features.

See QuickBooks Online Advanced in Action:

See how QuickBooks Online Advanced drives efficiency, delivers customised insights, and provides robust control. Register for the free webinar, 'Maximising QuickBooks Online Advanced for Strategic Growth,' on 27 June 2025: Register here