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Use this for a small business that doesn't need an accounting software for major or traditional things that QuickBooks Desktop offers. However, QBO does offer things such as automatic sales receipts, split transactions, scheduled invoices, and location and class categories that are not offered in the desktop version and are helpful for some types of businesses.
We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc.
I am using it for several business cases, including a dashboard for a service business where they can view invoices and performance against targets updated in real-time. This has transformed how I consult with clients. We talk more about strategy rather than just a financial update. This client in particular really likes to view the Klips (dashboard visualizations) from their cell phone. They use the Klipfolio mobile app almost exclusively. My second significant use is I pull data sources ...
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