The Power of QuickBooks Online Advanced and its Ecosystem for Mid-Market Companies

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Index

00:00 Introduction

00:30 Purpose of the video

01:18 Mid-Market Companies and nature of services evolving

03:05 The right tool for the right job (Use Case 1)

06:00 QBO Advanced Demo - View template workflows in QBO-A and see what you can use for your client

07:12 Editing and customizing a workflow

09:50 Collbox (Use Case 2) - send a client to collections

13:20 Reports in QuickBooks Online Advanced

15:00 What features Seth believes will improve the reporting area in QuickBooks Online Advanced

16:20 What does the grouping feature do in reports?

21:30 Why the grouping feature is valuable?

22:24 Charts in QBO Advanced

26:11 Pivot Tables in QBO Advanced

28:00 What business branch does all the data tie into?

29:07 The Ecosystem

31:14 What are Genius Sheets?

35:20 What does the dashboard represent and how do you need to structure it?

36:10 Recap of the video

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