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QBO ADVANCED GETS REPORT BUILDER Featured

A custom report builder has been added to QuickBooks Online Advanced, Intuit’s mid-market financial application. The features enables users to choose which fields and KPIs to include in reports.

Fields desired can be viewed via a field selector and then grouped, sorted and filtered on any column within the report, summarizing with totals, averages, and percentages. The report builder was among features added to QB applications this month. Also in Advanced, an enhancement to QBO Advanced Task Manager helps set predefined timelines for recurring tasks via selecting the new toggle button under Tasks to reveal several fields. After tasks are completed, they will, automatically repeat in a specified time frame. Others include integration that automatically imports and syncs transactions from Etsy into QBO. Etsy sales are automatically imported into QuickBooks as sales receipts, and fees are entered as expenses. Starting this month, Intuit has also approved payment accounts retrieval with Wallet integration across QBO, QuickBooks Self-Employed, and QBO Accountant.

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