3 QuickBooks Online Features to Take Your Business to the Next Level

As business owners, you often have so much on your plate that finding the time to grow your business seems as if it’s a back-burner activity. Without the proper tools and resources in place, you simply can’t reach your goals and realize your untapped potential. That’s where our team at Certum Solutions comes in – as well as the power of QuickBooks Online (QBO).

Each month, Intuit brings new or improved features to QBO to make your lives easier, and when combined with our team’s knowledge and expertise, you’ll get powerful solutions to take your business to the next level.

The latest trio of QBO features does just that, helping you get paid faster, enjoy a better bookkeeping experience, and make capturing and matching receipts a breeze.

Here is more about all of these solutions, which Certum Solutions will not only help implement in your business, but also make sure you get the most out of to grow your business.

Feature #1: Autopay and Schedule Pay

Chasing down your customers  for money is not only the opposite of fun, but also a potential strain on the client relationship. At the same time, you must get paid on time in order to have the cash flow you need to keep moving forward and create a plan for long-term growth.

Consider Autopay and Schedule Pay inside QBO.

Now, when sending invoices, you can encourage your customers to set up automatic payments for upcoming dates. When you send those recurring invoices, your customers can enable online payments, and if they select the option to enable autopay, they will pay you on a specific date every month, on time. Getting them to do this will make your life much easier. 

The other option is Schedule Pay. This one is for those customers who get a single invoice. Like Autopay, the customer can enable online payments and receive the option to input a scheduled payment for a certain, future date to their bill. Their selection must be prior to, or on, the due date you set for them.

Feature #2: Customized Chart of Accounts

If you’re a service-based sole proprietor, the newly customized chart of accounts inside QBO packs a punch.

It’s common to make mistakes when it comes to the chart of accounts, which can lead to messy books. With this newly customizable chart of accounts, you can stay in compliance and in control of your business. This brings a few big benefits to the table, including an improved search tool that allows you to put words in to find the accounts you’re looking for, as well as high-level buckets to organize and prioritize accounts to stay on top of your customers’ needs and information.

Feature #3: Receipt Capture

As a business owner, you’re constantly on the go, whether it’s running your business or taking care of your family. That makes monotonous tasks like recording your receipts frustrating and easy to neglect – until now.

Now, you can do all of this inside the QuickBooks mobile app by simply taking a photo of your receipts. The QBO app will then categorize them and do everything else that’s needed. So, just have your phone and camera way, and snap your way to success!

Ready to Tap Into These Features or Have any Questions? Reach out to us Today!

At Certum Solutions, we know that the combination of these QBO features, and our team’s knowledge and experience can help take your business to the next level. If you’re ready to put these new features into your business’ playbook to save time and grow, or just have any questions, reach out to us today. We’d love to hear from you and help you reach your goals and dreams.

(Images courtesy of Intuit QuickBooks)