This advanced-level course is designed for business owners, finance teams, and accounting professionals who want to unlock the full power of QuickBooks Online Advanced. It focuses on automation, scalability, financial control, and high-level reporting tools built for growing companies.

You will learn how to create batch invoices and batch expense entries to save time, build custom roles with detailed permissions, and design approval workflows for invoices and payments. The course covers enhanced custom fields, custom workflow automation, payment reminders, and recurring customer statements.

Advanced reporting is a key focus, including building custom reports, running reports for custom fields, using the Performance Center, KPI Scorecard dashboards, and revenue recognition tools. You will also learn how to reclassify transactions, manage employee expense claims, and add labor costs to projects for accurate profitability tracking.

The program includes data migration using Dataswitcher, spreadsheet sync setup, forecasting, backup and restore processes, and transitioning from Desktop to Online. By the end of this course, you will confidently manage complex financial operations and leverage automation tools to increase efficiency and improve business insights.