The first time you create a transaction (invoice, estimate, or sales receipt) you’ll be prompted to add your company information. The details you add to your invoice will automatically show up on other forms you create. For instance, the next time you create an estimate, invoice or sales receipt, they will display all the details you added. When you manage your account from the web you’ll also get additional features. For example, you can match your receipts to incoming bank transactions on the web. When you use your mobile app, you can only snap photos of your receipts.
QuickBooks Online Accounting
Customer, expense, estimate, invoice, payment, and sales receipt data you add or update in QuickBooks is immediately available in QuickBooks Online. And any data you add or update in the app is immediately available in QuickBooks. Wherever you decide to work, you can be confident that your QuickBooks data will reflect changes you made with your mobile device and vice-versa. Use your mobile device to enter transactions, record expenses, invoice customers, and send reports anywhere. QuickBooks automatically backs up your data to the cloud and syncs across all your devices.
Similar apps
The new version of QuickBooks mobile allows users to create rule-based customer groups to find customers that match criteria like customer type, location, balances, or status. Sending payment reminders, and creating automated statements & mailing lists become easier. Some fields are missing, but probably nothing you’d need while you were away from your computer. For example, when you try to edit or view a transaction that has the tax name “Original Sales Tax”. This can happen if the data on your device is momentarily out of sync with QuickBooks, or if the customer has invoices over 179 days old.
Does QuickBooks mobile app sync with desktop?
- See Compatible browsers for tablet/mobile devices for more information on supported browsers for mobile devices.
- It allows users to manage their finances on the go, access key features, and stay connected to their business.
- For example, when you try to edit or view a transaction that has the tax name “Original Sales Tax”.
- Banks and financial systems had steady realizations to catch on to the technology and thus making quick footprints in the cloud.
- Customer, expense, estimate, invoice, payment, and sales receipt data you add or update in QuickBooks is immediately available in QuickBooks Online.
When a customer views or pays an invoice, you’ll receive an instant notification. QuickBooks shows possible matches to payments from customers and purchases from vendors—and more. Use your mobile device and the QuickBooks mobile app to capture your business expenses while you’re away from the office. The QuickBooks mobile app is free to download from the App Store (iOS) or Google Play Store (Android). However, please note that certain features and functionality may require a QuickBooks Online or QuickBooks Desktop subscription.
Attach receipts to invoices
In the chart below, we break out the features supported on each device. You can now edit your customer and transaction data right on your device. The way you’ll update your credit card information for your QuickBooks Online subscription depends on how you originally paid. Tap the side menu, choose a transaction type (Expenses, Estimates, Invoices, Sales Receipts or Payments) you want to create, and tap the + button next to it.
Getting familiar with your device will help you get the most out of QuickBooks for Windows – Mobile Companion. The QuickBooks Online app currently only shows the customers and transactions that use your home currency. If you have customers and transactions that use other currencies, you’�ll need to view and work with them in QuickBooks Online on the web.
During quieter times, you can revert to using less capacity. This model lets you customize what quickbooks online mobile app android you need when you need it. Once your device syncs with QuickBooks and you refresh the page on your device, you’ll see the opening balance. Use jobs to track the cost of work and services you provide for a customer. The Kindle Fire doesn’t support the creation of Android widgets. Snap, track and sort your expenses to see how you spend your money.
- There’s another navigation link at the bottom labeled Today that opens your Dashboard.
- Are you looking for smart accounting solutions for your business?
- You can also view the most recent 50 paid invoices for any customer on the Customer Details page.
- QuickBooks Mobile Accounting is a free application for both Android and iOS devices.
- Terms, conditions, pricing, special features, and service and support options subject to change without notice.
QuickBooks Online’s app stores your company file remotely and supports much of the functionality found in the browser-based version. Anything you enter or alter on the mobile app will, of course, appear in your company file when you log in using a browser and vice versa. The mobile app allows you to enter the date and amount and to select a payee, category, and class. You can also split the transaction and do matches and transfers.
Access accounting reports on the go
Run your entire business from your phone with the QuickBooks mobile app. You can also view the most recent 50 paid invoices for any customer on the Customer Details page. Occasionally, data that you edit in QuickBooks for Windows – Mobile Companion may not sync back to QuickBooks. One reason is that the Sync Manager might be saving data at the same time you’re updating it on your phone. Or more than one person may be updating the same transaction at the same time.
