QuickBooks Enterprise Priority Circle: Premium Benefits for VIP Clients

The mileage tracking feature lets me track my vehicle mileage automatically instead of manually recording odometer readings. Logged trips in QuickBooks Desktop are then available for approval by managers or supervisors. Once approved, I can bill them to the appropriate customer or process employee reimbursements. Another thing I like most is that QuickBooks has a streamlined Undeposited Funds account that holds separate invoice payments and sales receipts I want to consolidate to match the single deposit in my bank statement.

Support

Some accounting programs also have an Undeposited Funds account, but they aren’t as comprehensive as QuickBooks Enterprise’s. If needed, I can also send customer statements to remind clients of their outstanding balances. However, I’d like to see Enterprise add a new feature for automated payment reminders, something QuickBooks Online offers. Also, accounting professionals who are members of the QuickBooks ProAdvisor Program can now earn points for active QuickBooks Online Advanced subscriptions. A QuickBooks Online Advanced client will add 75 points to a ProAdvisor firm’s point balance.

Industry-specific setups

As QuickBooks Online becomes more and more popular, many questions will arise. Priority Circle is the sixth of many tutorials that will be published to help answer the questions that business owners will have while using QuickBooks Online. Whether you’re a small business owner or an accounting professional, QuickBooks Online Advanced Priority Circle is the ultimate solution for managing your finances and unlocking your full potential. Learn how QuickBooks Online Advanced Priority Circle can help you take your business to the next level! This tutorial will guide you through the features and benefits of this powerful tool.

How to set pricing rules for specific items

While the tool’s a bit expensive, its robust features and overall capabilities make it well worth the price. Also, it offers tiered pricing, so you pay lower fees for each additional user after the first one. I am committed to delivering expertise-led answers to your small business questions by using my first-hand experience, testing platforms or services when able, and being guided by our accounting software case study. It contains all of the features of Pro and Premier, the other QuickBooks Desktop accounting products that have been discontinued for new users since October 1, 2024.

Advanced Inventory

QuickBooks Enterprise comes with on-demand training and 24/7 technical support. I have followed the steps and have turned off the priority circle switch and also processed using incognito window but the prompt still shows. If you have just turned off the Priority Circle switch, please know it will take 48 hours before the changes apply. Otherwise, if you’ve switched it off and the issue persists after 48 hours, you can try logging in to your QBO account using a private window. You’ll enjoy all of the benefits of integrating these two powerful tools – no developer needed.

Contact us today to learn how tailored support can make a difference for your company. Priority Circle benefits lasts as long as you have an active, paid subscription to QuickBooks Enterprise or QuickBooks Online Advanced. Through Priority Circle, you’ll get a dedicated point of contact who will understand your business goals and ensure you have the best QuickBooks products for your business. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. You should find Enterprise easy to use—if you’re familiar with Pro or Premier. However, if you’re used to a cloud-based program like QuickBooks Online, expect a steep learning curve.

You can automate pricing, track order fulfillment and run payroll using just one solution. The entry-level version also has more than 200 customizable reports, so you can dig into everything from cash flow to item profitability and inventory valuation. You can also connect with more than 200 applications, expanding the capabilities of your Enterprise system. If you need a scaled-down and more affordable solution, I recommend you check our evaluation of the best small business accounting software. Yes, QuickBooks Enterprise offers a cloud-hosted version with prices starting at $180 per month.

• All include core accounting features, such as A/P and A/R management, banking, inventory management, project accounting, advanced reporting, and access to QuickBooks Priority Circle.
• QuickBooks Enterprise integrates with Salesforce CRM, giving retail businesses full visibility into how well operations are running and identifying areas for improvement.
• But you are limited to five users with the Plus plan and 25 with the Advanced plan.
• However, I’d like to see Enterprise add a new feature for automated payment reminders, something QuickBooks Online offers.
• This could have been a time-saving feature, especially for those with long-term customers who are likely to take advantage of the portal.

NerdWallet independently reviews accounting software products before determining our top picks. We collect the data for our software ratings from products’ public-facing websites and from company representatives. Information is gathered on a regular basis and reviewed by our editorial team for consistency and accuracy.

The only reason I didn’t give Enterprise a perfect mark is the lack of a customer portal where clients can track invoices and make payments directly. This could have been a time-saving feature, especially for those with long-term customers who are likely to take advantage of the portal. The accounting technology company announced April 25 a new integration partnership with payroll solutions provider Gusto, aimed at simplifying financial management for small businesses.

If you operate in multiple sales tax jurisdictions or face other sales tax complications, I recommend integrating QuickBooks Enterprise with Avalara, a great sales tax management system. Before I discuss Enterprise’s key features based on our case study, I’ll show how the four plans compare in terms of functionality. All include core accounting features, such as A/P and A/R management, banking, inventory management, project accounting, advanced reporting, and access to QuickBooks Priority Circle. As you see from the chart above, Enterprise outclassed competitors for inventory management.

Enterprise Support Directory

I can also record POs and convert them to bills when I receive the items I ordered. To simplify the payment process, I can set up online bill pay and make partial bill payments. Enterprise even allows me to create priority circle quickbooks an audit trail for bills and POs to help me simplify the A/P management process. Batch invoicing allows me to create invoices in bulk from a single-entry input, saving me time and effort. If you have multiple clients who are billed monthly for similar ongoing services, you can create all of their invoices at once. The balance between pricing and value is why my Value rating for QuickBooks Enterprise is relatively high.

• Whether you’re dealing with quantities or custom fields such as weight, the system ensures you have accurate totals on your sales forms and purchase orders.
• With Enterprise, I also have the option to choose between the FIFO method and the average cost method to track inventory cost.
• Contact us today to learn how tailored support can make a difference for your company.
• Enterprise aced this criterion because it provides advanced tools for managing bank transactions, including automated bank feeds and bank reconciliation.
• We provide custom software solutions to optimize business processes and gain a competitive advantage.

If customers visit your store or website and can’t find the items they need in stock, they move on to a competitor, and you lose the sale. Business owners can hire employees and delegate many essential tasks, allowing them to grow the business without doing all of the work themselves. However, few retailers want to give access to all of their financial data to every employee. All of these features make it easier to manage pricing in your retail business, giving you more control over customer relations. As your small business clients grow, they can add up to 25 users, unlimited chart of accounts, and unlimited classes and locations. Priority Circle is included at no extra charge to customers located in the 50 United States and the District of Columbia who have an active, paid subscription to QuickBooks Enterprise or QuickBooks Online Advanced.

By offering exclusive tools and personalized assistance, Priority Circle ensures uninterrupted workflows, better financial management, and scalability as your business grows. Priority Circle is available to customers using QuickBooks Enterprise or QuickBooks Online Advanced. Eligibility may also depend on specific subscription plans or purchase history. This category took a huge hit in my evaluation because the mobile app is designed only to capture expense receipts and track business mileage. From my smartphone, I can snap a picture of my receipt and upload it to QuickBooks Desktop. The program will then record the information from the receipt automatically and match it with an existing transaction.

We set up a sample company for you to try out all the productive features of QuickBooks Online Advanced. Contact us to schedule your free consultation to get the most benefit from your software. We provide custom software solutions to optimize business processes and gain a competitive advantage. Members have access to premium care, which includes text support from top performers. Premium care specializes in QuickBooks Enterprise, QuickBooks Online, QuickBooks Point of Sale, QuickBooks Payroll, QuickBooks Time, and QuickBooks Payments. I evaluated basic financial reports (such as a balance sheet, income statement, and general ledger) and common management reports (like A/R and A/P aging).

At the very least, we looked for software that could create multiple projects and separately assign income and expenses to those projects. We also searched for the ability to create estimates and assign those estimates to projects. Ideally, the program would then compare the actual expenses to the costs on the original estimate.