Bradley | Oct 13, 2020 | 0
We noticed some differences in features you use and QuickBooks Online
Signed up, signed in, paid, started the transfer process and … uh oh.
I’m sure there’s a table, somewhere, that maps out exactly what you get in the desktop version versus the online version and I bet I even glanced at it. But in the middle of the transfer process, I got this note:
These features are currently unavailable:
- Price levels
- Job tracking
- Custom sales form templates
- Memorized transactions
I think price levels means that I have a rate of $X/hour for Sally Client but $Y/hour for Clive Customer. Hmm, that could be annoying. Solution: I shouldn’t really have so many rates anyway! Time to clean up my rate sheet.
If I think this is what I think it is then I could be in trouble. Sally Client might have 3 jobs (xyz.com, abc.com, and personalblahblah.com). I want to track those separately, but all under Sally. Is this no longer possible? Is this job tracking?
I’m pretty sure I don’t use custom sales form templates because I don’t think I know what they are. OK on that front.
I do use memorized transactions quite a bit, but if QB Online is supposed to be so synced up with my bank and makes recurring invoicing more streamlined, maybe I won’t need it anymore.
I’ll dig in and we’ll see how it matches up.