Graphic with the title of the series 'JobBoss2 and QuickBooks Online Integration Series: Part 9'

Plus or Advanced: Which is the Right QuickBooks Online Version for Manufacturing Integration

In this article, we’re diving into the essential question: which version of QuickBooks Online do you need when integrating a manufacturing package with QuickBooks Online? There’s a straightforward answer, but we’ll also explore some additional insights and advantages of the Advanced version that you might find valuable.

Choosing the Right Version:

The quick answer is simple: you need either Plus or Advanced. Attempting to connect a manufacturing application to QuickBooks Online with Simple Start or Essentials won’t work. If you have Simple Start or Essentials, you might get a helpful error message telling you that you need Advanced or Plus. Or, you might get a more confusing error message. The bottom line is you require Plus or Advanced for successful integration.

Why Plus or Advanced?

In short, Plus and Advanced allow you to define an item in QuickBooks Online. That is what allows you to drive where that revenue should show up on the profit and loss statement when you sell something on an invoice to a customer. This critical functionality is essential for manufacturing operations seeking seamless integration with QuickBooks Online.

Exploring the Features:

Intuit makes it easy to understand the differences between Plus and Advanced. You can browse through the features on their website and assess which edition aligns best with your manufacturing needs. Intuit also makes it easy to upgrade from Plus to Advanced and you can actually downgrade from Advanced to Plus as well.

Advanced Features for Manufacturers:

While we won’t cover all the differences here, we’ll highlight some key features of QuickBooks Advanced that, from our perspective, are particularly beneficial for manufacturers.

Workflows: QuickBooks Advanced offers a robust selection of starting templates for workflows, allowing for customized limits, actions, and approvals tailored to manufacturing processes. Intuit regularly introduces new templates, ensuring ongoing support for evolving business needs.

Synchronization Tool: The bidirectional synchronization tool with Excel and QuickBooks Online, exclusive to Advanced, provides enhanced data management capabilities, particularly valuable for manufacturing operations handling complex datasets.

Precise Security: Advanced enables more precise role-based security settings, offering heightened control and customization over user access levels compared to other editions.

Continuous Backup: With Advanced, continuous backup and the ability to restore to any prior point in time provide peace of mind and invaluable data protection for manufacturing businesses.

Conclusion:

In conclusion, when integrating a manufacturing package with QuickBooks Online, opting for either Plus or Advanced is essential for seamless functionality. Considering the additional advantages offered by QuickBooks Online Advanced, such as customizable workflows, enhanced data management tools, precise security settings, and continuous backup capabilities, manufacturers may find the investment in Advanced worthwhile. For manufacturers seeking expert guidance and assistance in maximizing the potential of QuickBooks Online integration, Chortek is here to help. Reach out to us to streamline your accounting processes and unlock the full benefits of integrated systems.

Read the entire JobBOSS2 and QuickBooks Online Integration Series:

Part 1: What’s the Benefit?

Part 2: Optimizing Purchasing and Accounts Payable

Part 3: Customer Data and Invoicing

Part 4: Additional Benefits

Part 5: Technical Pointers

Part 6: Data Conversion

Part 7: Benefits of Operating Disconnected?

Part 8: Migrating from Desktop to Online