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Why Move from QuickBooks Pro or Premier to QuickBooks Online?

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Why Move from QuickBooks Pro or Premier to QuickBooks Online?

Have you heard about QuickBooks Online and/or Online Advanced? We’re pretty sure you have, but have you ever seriously considered a move to QuickBooks Online and/or Online Advanced?

Now is a better time than ever to move to QuickBooks Online or Online Advanced, and we’re going to tell you why! Specifically, we’ll discuss the advantages of moving to a cloud-based accounting application, the advantages of QuickBooks Online and/or Online Advanced over traditional QuickBooks Desktop products, and what common business needs will make QuickBooks Online and/or Online Advanced a perfect fit for you.

What is QuickBooks Online?

 

Why Move to QuickBooks Online and/or Online Advanced Now?

When it comes to overall QuickBooks efficiency and time-saving workflows, the leading application in its suite of products was always Enterprise. QuickBooks Desktop Enterprise has historically been the most robust QuickBooks accounting solution by far, however, QuickBooks Online or Online Advanced are quickly catching up! As Intuit embraces many users’ desires to reap the benefits of working in the cloud, they have double-downed on their investments in QuickBooks Online and/or Online Advanced. Poised as the accounting platform of the future for Small-to-Midsized Business (SMB), with user-friendly functionality for non-accounting-savvy users, QuickBooks Online or Online Advanced will continue to receive engineering development prioritization. And that means even more valuable upgrades in the coming months/years!

Move to QuickBooks Online and/or Online Advanced Today

Contact us directly to learn more about your options and earn exclusive discounts on select QuickBooks products!

The time to move to QuickBooks Online and/or Online Advanced is now, and with our exclusive discounts on QuickBooks products, paired with our accounting and technical expertise, you’ll be confident that you’re set up and ready for success.

Talk with an expert

Advantages of a Cloud-based Accounting Solution

The advantages of a cloud-based accounting solution are aplenty, and the most prominent advantage is data accessibility. With traditional software, a user must purchase a license, install the software on a computer, register their license on that computer, and then use that computer in order to access the software. The emergence and widespread use of the cloud has now made the traditional software approach quite archaic. In this globalized world, where technology continues to place more and more at the fingertips of consumers, and where technological efficiencies increase across all business functions, the need for

In the cloud, data is stored online, protected by a bank-level 128-bit Secure Sockets Layer (SSL), and can be accessed via an online web portal, from any device, anywhere in the world, with an internet connection. So what does that mean for you? The freedom to move freely in the world, while remaining efficiently productive, without the traditional balls and chains binding you to a specific machine in a specific location. And, depending on your current technology stack, it could also mean the following for you:

  • Improved efficiency and productivity for all users
  • Increased data security and file recovery
  • Improved application responsiveness (decreased latency and faster loading)
  • Increased application and data accessibility (only for those you choose)

Now that you know the advantages of a cloud-based accounting solution, let’s jump into the advantages of QuickBooks Online or QuickBooks Online Advanced over other QuickBooks Desktop products.

Advantages of QuickBooks Online and/or Online Advanced Over Desktop Products

In addition to the advantages of QuickBooks Online and/or Online Advanced mentioned earlier, the advantages of the QuickBooks Desktop Enterprise product is also abundant. Below, there are a few videos that provide overviews of QuickBooks Online and/or Online Advanced, and workflow features. An exceptional product will speak for itself, and we want to help you to see it in action!

Do More with QuickBooks Online!

And Do Even More with QuickBooks Online Advanced!

 

What More You Can Do with QuickBooks Online Advanced

All of the features below are only included in QuickBooks Online Advanced, the cloud-based accounting solution of the future with the most robust features! With QuickBooks Online Advanced, you can:

  • Utilize streamlined Workflows – workflows designed by master accountants, engineered for optimized business success
  • Create your own Custom Workflows – placing the accounting productivity and efficiency tools in your hands
  • Leverage Batch Invoicing – significantly reducing wasted time by eliminating unnecessary process repetition
  • Create your own Custom Reports – Know what’s going on in your business better than ever before
  • Manage Tasks for all users – never miss a beat and see all accounting tasks through to completion
  • Create your own Enhanced Custom Fields – track everything you want and get the insights you’ve been missing out on
  • Create your own Custom Roles – Harness complete user access controls to protect your data and privacy internally

Business Needs That Make QuickBooks Online and/or Online Advanced a Perfect Fit

QuickBooks Online and/or Online Advanced was created with Small-to-Midsized Business (SMB) in mind, with user-friendly functionality for non-accounting-savvy users, so it has the flexibility to cater to most (if not all) of your specific business needs. Even still, businesses are unique, so while businesses in certain industries seem to be a better natural fit for QuickBooks Online and/or Online Advanced, there is no one-size-fits-all solution. For this reason, we recommend that you choose your QuickBooks product based on your business needs. Below, common business needs are paired with QuickBooks products to show you why they’re a match made in heaven.

Common Business Needs

Access to Capital
Advanced Reporting
Advanced Security
Data Accessibility
Efficiency & Productivity Optimization
Inventory Management
More Users Required
Payment Flexibility
User-friendliness
Sales Orders Required

Access to Capital

Access to capital is an important consideration for all businesses. Especially in uncertain economic times and periods of growth. Having access to the capital a business may need to weather a storm or scale effectively can mean life or death for the business. If having access to capital is an important need for your business, then QuickBooks Online is your best bet! With QuickBooks Online, you will obtain exclusive access to QuickBooks Capital, Intuit’s built-in lending platform. With QuickBooks Capital, you can locate smart financing options for your business. QuickBooks Capital allows you to compare rates from many of Intuit’s partners using your QuickBooks data as a qualification tool, so you can do it all without affecting your credit. Below is a short video clip that explains how Caitlyn and Jim of Stout Tent leveraged QuickBooks Capital to fund a growth opportunity.

Want to learn more? Talk with a QuickBooks Capital Expert!

Advanced Reporting

Advanced reporting is integral for an in-depth understanding of a business’s health and identifying areas of achievement and improvement. Leveraging this information will set you up to make timely, informed business decisions. Furthermore, both of our recommended solutions, QuickBooks Desktop Enterprise with Advanced Reporting and QuickBooks Online Advanced with Smart Reporting by Fathom, offer you the ability to create customized reports, so you can have all the information you want directly at your fingertips! You can use your QuickBooks data to build your own customized reports based on your specific business needs, so you never miss any important Key Performance Indicators (KPI’s) or actionable insight data. Ultimately, if very specific reporting capabilities are a need of yours then QuickBooks Desktop Enterprise is your best solution. However, if you require powerful reporting with robustness just shy of QuickBooks Desktop Enterprise Advanced Reporting, then QuickBooks Online Advanced is a better fit for you. Below, you will find two video clips: 1) QuickBooks Desktop Enterprise Advanced Reporting, and 2) Smart Reporting by Fathom for QuickBooks Online Advanced. This way you can compare the two solutions to properly gauge which best fits your reporting needs.

Want to learn more? Talk with a QuickBooks Desktop Enterprise Advanced Reporting Expert!

 

Want to learn more? Talk with a QuickBooks Online Advanced Smart Reporting Expert!

Advanced Security

Security needs to be a top priority for SMB businesses operating in this digital world. According to the Small Business Association (SBA), “Cyber-attacks are a growing threat for small businesses and the U.S. economy. According to the FBI’s Internet Crime Report, the cost of cybercrimes reached $2.7 billion in 2020 alone. [And] small businesses are attractive targets because they have information that cybercriminals want, and they typically lack the security infrastructure of larger businesses.” Also according to the SBA, “88% of small business owners felt their business was vulnerable to a cyber-attack. Yet many businesses can’t afford professional IT solutions, have limited time to devote to cybersecurity, or they don’t know where to begin.” Intuit knows this, and has introduced measures in the QuickBooks Online suite of products to protect its users with a bank-level 128 bit SSL. If you need top-of-the-line security without the massive IT costs, you need to move to QuickBooks Online.

Here is an official statement found in the disclosures on Intuit’s QuickBooks Online website.

And increase your internal security even more by leveraging Custom User Permissions in QuickBooks Online Advanced!

Want to learn more? Talk with a QuickBooks Online and Online Advanced Security Expert!

Data Accessibility

If you are seeking a solution with mobility – one that can move with you and be securely accessed on any device from anywhere in the world with an internet connection – then QuickBooks Online is it! Lose the balls and chains that bind you to specific devices in specific locations that require software applications to be installed. With QuickBooks Online, your only requirement is an internet connection. No more IT assistance for software issues and coordination to ensure devices have the archaic software that users need to perform tasks! No more employees losing a full day of productivity during business travel! And best of all, no more bearing the costs of maintaining servers or cloud hosting platforms to access your data!

Want to learn more? Talk with a QuickBooks Online and Online Advanced Data Expert!

Efficiency & Productivity Optimization

If you are looking to optimize your efficiency and productivity, then leveraging the Custom Workflows feature within QuickBooks Online Advanced is your Holy Grail. QuickBooks Online Advanced comes complete with pre-designed, optimized workflows, and even has a Custom Workflows feature, which you can leverage to create your own customized workflows! Eliminate time waste from redundancy and needless repetition that occurs in many accounting processes. Automate report production and dispatch, batch invoice delivery, process approval system management, many repetitive accounting tasks, and so much more!

Want to learn more? Talk with a QuickBooks Online and Online Advanced Workflow Expert!

Inventory Management

If you require a robust inventory management system embedded in your accounting system then QuickBooks Desktop Enterprise Platinum is the product for you! QuickBooks Desktop Pro Plus and Premier Plus do not offer inventory management. And QuickBooks Online/Advanced has a great inventory management system that is more than sufficient for most businesses, with a Plus or Advanced subscription. However, if your business is inventory, such as warehousing and distribution, then you will require the robustness of QuickBooks Desktop Enterprise Platinum Advanced Inventory. Below, there are two videos for inventory: 1) QuickBooks Desktop Enterprise Platinum with Advanced Inventory, and 2) QuickBooks Online Plus and Advanced with Inventory Management.

Want to learn more? Talk with a QuickBooks Desktop Enterprise Platinum Advanced Inventory Expert!

 

Want to learn more? Talk with a QuickBooks Online Plus and Online Advanced Inventory Expert!

More Users Required

This is a simple one.

If you currently (or will within the next year) require more than:


3 users: Then you have grown out of QuickBooks Desktop Pro Plus and QuickBooks Online Essentials’

(Note: QuickBooks Online Essentials has up to two accountant seats)


5 users: Then you have grown out of QuickBooks Desktop Premier Plus and QuickBooks Online Plus

(Note: QuickBooks Online Essentials has up to two accountant seats, and QuickBooks Online Plus allows you to opt to purchase additional user seats up to a total of 25)


10 users: Then you will no longer be able to add one user at a time for QuickBooks Desktop Enterprise. If you remain on QuickBooks Desktop Enterprise, then you will need to obtain a 30-user license. Or, you can:

  1. Move to QuickBooks Online Plus and pay per user to add to the included 5 seats, on up to a total of 25, or
  2. Move to QuickBooks Online Advanced and have up to 25 users, included in the total cost of your subscription.

25 users: Then you have grown out of the QuickBooks Online suite of products and must move to QuickBooks Desktop Enterprise.


30 users: Then you need to enroll in QuickBooks Desktop Enterprise Diamond, which bundles QuickBooks Time and Assisted Payroll, and allows for up to 40 user seats.


Want to learn more? Talk with a QuickBooks Online and Desktop Product Expert!

Payment Flexibility

Pricing flexibility is often an important aspect of subscription acquisition for SMB businesses due to cash flow management. Some businesses may want to pay a lump sum annually, while others may prefer to pay in smaller amounts monthly. Intuit offers different pricing flexibility for the Desktop and Online suites of products. The QuickBooks Desktop suite only allows for annual lump sum billing, while the QuickBooks Online suite allows for both annual and monthly billing. This being said, if you require payment flexibility then QuickBooks Online or Online Advanced may be your best choice.

Want to learn more? Talk with a QuickBooks Online and Online Advanced Product Expert!

User-friendliness

User-friendliness is a bigger consideration than it gets credit for because it directly affects productivity over the length of the learning curve, as well as the length of the learning curve itself. The more user-friendly the application, the faster productivity will ramp once the application has been introduced. Conversely, the less user-friendly the application, the slower productivity will ramp once the application has been introduced, as users struggle more to assimilate. In terms of learning curve length, it is typically defined by application knowledge requirements and complexity. For QuickBooks products, designed and developed with user-friendly functionality for non-accounting-savvy users, users only require basic accounting knowledge in order to become proficient and productive. For many other accounting applications and software, there is a longer and steeper learning curve. With QuickBooks, both platforms have different interface layouts, but the processes and procedures are very similar. While a seasoned QuickBooks Desktop user will assimilate to another QuickBooks Desktop product the quickest, the learning curve length is still very short for the adjustment to QuickBooks online, and most users will assimilate quickly.

Want to learn more? Talk with a QuickBooks Online or Desktop Product Expert!

Sales Orders Required

If you require a sales order feature for your business, then this is a simple one. QuickBooks Desktop Enterprise is your product. The QuickBooks Online suite of products does not currently have a sales order feature like the QuickBooks Desktop suite does. In QuickBooks Online, there is a feature for generating estimates, and then you can convert the estimate into an invoice. The first video below will show you what that looks like. QuickBooks Desktop suite, however, offers the ability to create sales orders. And, in QuickBooks Desktop Enterprise Platinum, you can leverage the Enhanced Pick, Pack, and Ship workflow to seamlessly manage the entire order fulfillment process! The second video below will show you this feature.

Want to learn more? Talk with a QuickBooks Online and Online Advanced Estimate and Invoicing Expert!

 

Want to learn more? Talk with a QuickBooks Desktop Enterprise Platinum Expert!

About Usout-of-the-box-technology-elite-quickbooks-solution-provider-qsp-program

Out of the Box Technology is an Elite QuickBooks Solution Provider (QSP). We provide our clients with QuickBooks products and end-to-end Business services and Data services through our talented team of in-house ProAdvisor Advanced Consultants, possessing over 500 years of combined QuickBooks experience. Armed with our “SauceBox ApproachTM,” Out of the Box Technology’s Advanced Consultants live up to our motto, “Anything + Everything QuickBooks.” Contact us and let us show you the best possible client experience, every single time! And don’t forget to check out our Company Blog for Free Resources, valuable How-To’s, and TONS of frequently added QuickBooks content!

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What is Our SauceBox™ Approach?

Our SauceBox ApproachTM is the internal process that we developed specifically to better serve our clients.  This is essentially a five-step secret-sauce recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits the client’s pain points.  Our goal is to provide the best possible client experience, every single time!

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