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Phil_UK
Phil_UK
July 12, 2023
Solved

Missing information on QuickBooks Online Advanced for UK

  • July 12, 2023
  • 1 reply
  • 0 views

I'm looking at whether we should move from QBO Plus to QBO Advanced, on the basis that when we first joined we wanted to be on Advanced but this was only available in the US, not the UK. One reason is that we are quite a complex charity and find ourselves restricted by the limits on classes, locations, chart of accounts, etc.

 

For the US, Canada and other countries, visiting the page about limits includes information on the limits for each subscription type with lots of categories, including those above. (See https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_US_en_US?uid=ljzx4fb4 or https://quickbooks.intuit.com/learn-support/en-ca/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_CA_en_CA?uid=ljzx88go for examples.) However, the UK site only shows the limit on users, and none of the other limits (see https://quickbooks.intuit.com/learn-support/en-uk/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_GB_en_GB?uid=ljzx9nzx).

 

Please can you publish the full list of limits? This will be key to making a decision to upgrade.

 

I've also noticed that your page at https://quickbooks.intuit.com/learn-support/en-uk/help-article/accounting-bookkeeping/everything-need-know-quickbooks-online-advanced/L328AcrZR_GB_en_GB?uid=ljzxp1xy notes that: The UK version of QuickBooks Online Advanced shares the majority of core features as pioneered in the US and Canadian offering, and we’re working hard to bring the products as close to parity as regional differences allow. As always, we will continue to invest in features and enhancements to better serve our customers' needs.

 

Are you able to give details on which specific features do or don't yet work on the UK version as compared to the US version (e.g. does Spreadsheet Sync work, as the video on that page is clearly for the US version, not the UK)?

 

Many thanks,

 

Phil.

Best answer by QueenC

Following on from my previous message, please could you let me know what the limits are for the following, on the QBO Advanced UK version?

 

  • Billable users:
  • Non-billable users:
  • Classes and locations:
  • Chart of accounts:
  • Tag groups:
  • Tags:

 

Many thanks,

 

Phil.


Hello, @Phil_UK. I'm delighted to join this conversation and answer your further queries.

 

Usage limits refer to the maximum number of accounts or users you can have at any given time in QuickBooks. Depending on your subscription, you have specific limits that apply to billable and non-billable users, chart of accounts, classes, locations, and tags. I'll be happy to break them down for you.

 

As a QuickBooks Online Advanced user, here are your current usage limits:

 

  • Billable users: You can have up to 25 users, allowing you to collaborate and manage your finances efficiently.
  • Non-billable users: You have the flexibility to invite 3 accountant firm users, unlimited time tracking-only users, and unlimited reports-only users. This ensures seamless communication and collaboration with your accounting professionals.
  • Classes and locations: You can create unlimited classes and locations, enabling you to organize your financial data in a way that suits your business structure.
  • Chart of accounts: You have the freedom to add unlimited accounts, ensuring that you can track and manage your finances with precision.
  • Tag groups: You can create unlimited groups for tagging transactions, providing you with a powerful tool for categorizing and analyzing your financial data.


Please note that only active or invited users, accounts, classes, locations, and tags count toward the limit in each category.

 

For detailed information and guidance on how to check your usage limits, you can refer to the article: Learn about usage limits in QuickBooks Online. Although the article is based in the US, the same principles apply to UK subscriptions.

 

Additionally, here's an article that'' help you, add, manage, and delete user profiles in case you'd notice that you've reached the limit: Add and manage users in QuickBooks Online.

 

Thank you once again for choosing our services. We look forward to serving you and helping you achieve your goals. If you have further questions about usage limits in QuickBooks Online Advanced UK, feel free to include them in the comments. I'd be glad to assist you more. 

1 reply

K
Kevin_C
July 12, 2023

Thanks for laying out the details of your concern, @Phil_UK.

 

Currently, there's no available resource that drills down the specific feature of the QuickBooks Online (QBO) versions.

 

I recognize how important to you to choose what specific product to use to manage your business seamlessly. Rest assured that I'll relay your request to our team in concern here on my end. You can also share your thoughts and ideas at the bottom part of the article.

 

Here's how:

 

  1. Click the No button at the Was this helpful? section of the article that you want to add specific features.
  2. Select Something else.
  3. Enter your requests in the field and tap Submit to complete.

 

 

Alternatively, you can share your insights to our Customer Feedback for QuickBooks Online page to submit a feature request and stay updated on the latest news about QBO. Our product engineers review all the comments they receive to ensure they're meeting the needs of our customers.

 

You can also visit this resource to guide you in managing your company information, subscription, and login details: QuickBooks Online Account Management.

 

Feel free to reply to this thread if you have other questions or concerns about managing your QBO account. I'll be around to provide the information you need. Have a good day!

Phil_UK
Phil_UKAuthor
July 13, 2023

Hi Kevin,

 

Many thanks for your quick reply. You mention that there's no resource that drills down the specific features of the different versions, yet I included links that showed you do publish the limits on the US and Canada versions. These limits exist (and I had managed to find them before we signed up to QBO Plus), so it shouldn't take long for someone to create the same table for the UK version.

 

The FAQ notes (as I quoted) that there are differences between the UK and the US/CA features, and that you are working hard to bring the products close to parity. Therefore, I would expect there to be a development schedule so your teams know which features have been implemented and which are still being worked on. You don't have to give timelines, but you could at least note which features are different. Otherwise, the text that is there doesn't answer the question in your FAQ. The question asks, "How does the UK version of QuickBooks Online Advanced compare to the US and CA offering?", and at the moment the answer is, "There are differences, but we're not saying what they are".

 

Both of these issues make it look like the UK market is still seen as far less important than your US and other markets. I had similar issues before I signed up when your UK data protection team couldn't get answers out of the US legal team about whether you were actually implementing the UK DPA and UK GDPR.

 

If Intuit won't provide the UK market with the information that you're happy to give other markets, then it looks like you're selling a pig in a poke, and we won't buy that!

Phil_UK
Phil_UKAuthor
July 26, 2023

Following on from my previous message, please could you let me know what the limits are for the following, on the QBO Advanced UK version?

 

  • Billable users:
  • Non-billable users:
  • Classes and locations:
  • Chart of accounts:
  • Tag groups:
  • Tags:

 

Many thanks,

 

Phil.

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