![]() Fathom also allows you to create forecasted reports (perfect for future looking business planning) and consolidated multi-entity reports when you have multiple QuickBooks Online Advanced accounts. Smart Reporting with FathomHQ: you will have access to Fathom app, which is a reporting app for QuickBooks Online that regularly costs $40 a month (for non-advanced users) and allows you to create customizable dashboards and KPI style reports that QuickBooks cannot do inherently.Custom fields: you can create totally customizable custom fields (even custom DROP DOWN menus) and use them as filters or subtotaling for more customizable reports.You can also batch delete and modify invoices Batch Invoices: you can import invoices vis CSV files or in a spreadsheet-style copy/paste format. Batch Enter transactions: such as Bank Deposits, Sales Receipts, Expenses, Bills, and Checks in a spreadsheet-style copy/paste format.This feature also allows you to copy/duplicate company files if you want to do some training or testing with your real data Advanced Backup & Restore: even though your data is secure on QuickBooks servers on the cloud, you might still want to have time-based backups that allow you to go back and restore as of a specific date in case you have a users inadvertently delete or change transactions.There are also reminder workflows such as reminding customers to pay their open/overdue invoices and reminder customers to approve estimates/proposals ![]() Similarly with bills, you can create an approval workflow to require admin approval prior to paying the bill. Advanced Workflows: you can create an invoice approval workflow that would prevent the user from being able to post an invoice (send it to the customer) prior to admin approval. ![]()
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