[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-639772-105":59,"doc-detail-639772-en":129},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":122,"head_meta":124,"extra_data":126,"updated_unix":128},105,"en","quickbooks-online-advanced-user-manual-version-1-january-2024","QuickBooks Online Advanced - User Manual - Version 1 - January 2024","","Training guide for small businesses using QuickBooks Online Advanced, covering product overview and practical setup tasks. It explains how to reclassify transactions, create custom tasks and workflows, enable employee expense claim submission with notifications, and manage expense categories. The manual also guides users through performance centre charts, custom fields, building and visualizing custom reports, scheduling emailed reports, revenue recognition setup, and backup and restore options. It further details custom role permissions, including creating and assigning roles to users.",{"@graph":69,"@context":121},[70,84,104],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":30,"@type":76,"position":81},"https://docshare.wps.com/document/technology/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/quickbooks-online-advanced-user-manual-version-1-january-2024/639772/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":98,"encodingFormat":97,"isAccessibleForFree":99,"interactionStatistic":100},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/quickbooks-online-advanced-user-manual-version-1-january-2024/639772.png","ImageObject",300,407,{"name":92,"@type":93},"kopisore","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-22",true,{"@type":101,"interactionType":102,"userInteractionCount":4},"InteractionCounter",{"@type":103},"ViewAction",{"@type":105,"mainEntity":106},"FAQPage",[107,113,117],{"name":108,"@type":109,"acceptedAnswer":110},"What is QuickBooks Online Advanced designed to help small businesses do?","Question",{"text":111,"@type":112},"It provides greater automation, customisation, and control so growing businesses can complete bookkeeping and repetitive tasks faster and focus on the insights needed to grow.","Answer",{"name":114,"@type":109,"acceptedAnswer":115},"How do you support employees with expense claims in the system?",{"text":116,"@type":112},"The manual covers giving employees access to submit expense claims, turning on submission notifications, managing expense categories, reviewing claims and creating expenses, and submitting expenses as an employee.",{"name":118,"@type":109,"acceptedAnswer":119},"What backup options are described for company data?",{"text":120,"@type":112},"It explains what data you can and can’t back up, how to turn on Backup and Restore, disable automatic backup, create a one-time manual backup, connect Google Drive or Dropbox, and restore data from a backup.","https://schema.org",{"og:url":83,"og:type":123,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":125,"canonical":83},"index,follow",{"doc_id":127,"site_id":62},639772,1792705334,{"code":4,"msg":5,"data":130},{"doc_id":127,"user_id":131,"nickname":92,"user_avatar":132,"doc_module":4,"category_id":29,"category_name":30,"doc_title":65,"doc_description":67,"doc_content":133,"file_id":134,"file_url":135,"file_type":136,"file_size":137,"view_count":4,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":138,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":128,"read_time":143},962090880963,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","QuickBooks Online Advanced Business  \nUser Manual  \nCopyright  \nCopyright 2024 Intuit Australia Pty Ltd  \nAll Rights Reserved  \nThis document remains the property of Intuit Australia Pty Ltd and cannot be reproduced or transmitted in any format without the written permission of the author.  \nIntuit Australia  \nIntuit Australia is a company registered in Australia-ABN 28 163 072 704.  \nTrademarks  \n©2024 Intuit Inc. All rights reserved. Intuit the Intuit logo, Lacerte, ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit [Inc. in](Inc. in) the United States and other countries. Other parties’ marks are the property of their respective owners.  \nNotice to Readers  \nThese publications distributed by Intuit Australia are intended to assist small businesses by providing current and accurate information. However, no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Australia does not render any accounting, legal, or other professional advice nor does it have any responsibility for updating or revising any information presented herein. Intuit Australia cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.  \nPurpose  \nThis document has been specifically created as a training guide only for small businesses using QuickBooks Online Advanced and is current at the time of publication.  \nVersion  \nVersion 1 – January 2024  \nTable of Contents  \nSection 1-Introducing QuickBooks Online Advanced 05  \nWelcome to the latest addition to the QuickBooks platform 06  \nWhich businesses is QuickBooks Online Advanced ideal for? 07  \nBenefits of using QuickBooks Online Advanced 08  \nSection 2-Navigating QuickBooks Online Advanced 09  \nReclassify Transactions 10  \n• How to reclassify transactions 10  \nTasks 12  \n• How to create custom tasks 12  \nWorkflows 13  \n• How to create custom workflows 13  \nEmployee Expense Claims 14  \n• Giving employees access to submit expense claims 14  \n• Turning on expense submission notifications 16  \n• Managing expense categories 16  \n• Reviewing claims and create expenses 17  \n• Submitting expenses as an employee 18  \nPerformance Centre 19  \n• Create a custom chart from scratch 19  \n• Edit or delete a chart 20  \nCustom Fields 21  \n• Creating custom fields 21  \n• Manage your custom fields in one place 22  \n• Create or edit custom fields from a form or profile 23  \nCustom Reports 24  \n• Creating a custom report 24  \n• View your custom reports 26  \n• Visualize your report 26  \n• Schedule an emailed report 27  \nRevenue Recognition 28  \n• Setting up Revenue Recognition on QuickBooks Online Advanced 29  \n• Add a service with revenue recognition 29  \n• Create an invoice with revenue recognition 30  \n3  \nBackup and Restore company data 32  \n• What data you can and can’t back up 32  \n• Turning on Backup and Restore 34  \n• Turning off automatic backup 34  \n• Manually create a one-time backup 35  \n• Connecting your Google Drive or Dropbox account 35  \n• Restoring your data from a backup 36  \nCustom Role Permissions 37  \n• Adding and managing custom roles 37  \n• Add a new role 38  \n• Create a sales role by location 38  \n• Assign a role to a new user 39  \n• Assign a custom role to a new user 39  \n• Edit access for a role 40  \n• Edit a user’s role 40  \n• Reactivate or deactivate a user’s role 40  \nSECTION 3-Feedback 41  \nProviding Feedback 42  \n4  \nSECTION 1  \nIntroducing QuickBooks Online Advanced  \nWelcome the latest addition to the QuickBooks platform  \nQuickBooks Online Advanced is the latest addition to the QuickBooks platform. It provides greater automation, customisation and control to help growing businesses to get more done faster, so they","cbCaibLvsBtzfQeL","https://ap.wps.com/l/cbCaibLvsBtzfQeL","pdf",8419150,43,"English","# Section 1-Introducing QuickBooks Online Advanced\n## Welcome to the latest addition to the QuickBooks platform\n## Which businesses is QuickBooks Online Advanced ideal for?\n## Benefits of using QuickBooks Online Advanced\n# Section 2-Navigating QuickBooks Online Advanced\n## Reclassify Transactions\n## Tasks\n## Workflows\n## Employee Expense Claims\n## Performance Centre\n## Custom Fields\n## Custom Reports\n## Revenue Recognition\n## Backup and Restore company data\n## Custom Role Permissions\n# Section 3-Feedback","[{\"question\":\"What is QuickBooks Online Advanced designed to help small businesses do?\",\"answer\":\"It provides greater automation, customisation, and control so growing businesses can complete bookkeeping and repetitive tasks faster and focus on the insights needed to grow.\"},{\"question\":\"How do you support employees with expense claims in the system?\",\"answer\":\"The manual covers giving employees access to submit expense claims, turning on submission notifications, managing expense categories, reviewing claims and creating expenses, and submitting expenses as an employee.\"},{\"question\":\"What backup options are described for company data?\",\"answer\":\"It explains what data you can and can’t back up, how to turn on Backup and Restore, disable automatic backup, create a one-time manual backup, connect Google Drive or Dropbox, and restore data from a backup.\"}]","QuickBooks Online Advanced - User Manual - Version 1 - January 2024 | PDF",108]