You are really missing out if you are not taking advantage of this application! The ease and speed of recording thousands of transactions, in a way that results in high accuracy via amazing AI and OCR capabilities is invaluable. Lastly, each check or credit card entry is linked to its corresponding receipt or invoice image providing exceptional auditabilty / traceability. Thank you QuickBooks developers for this amazing app.
Though you need an internet connection to work on the cloud, many platforms have offline modes. This means you can do the work offline and any changes you make will sync up once you connect to the internet. Please let us know in the comments if you require further assistance with recording transactions in QBO.
Snap receipts, bills & docs
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. 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.
- Just to verify, were you able to complete the troubleshooting steps mentioned by my colleagues above to refresh the app and/or uninstall then re-install?
- If you try to change fields that affect the charge, just cancel the changes—you can’t save them.
- The cloud represents an ideal combination of increased productivity, streamlined human resources, automated accounting, hassle-free security, and customizable scalability for small businesses.
- However, you can’t add or invite new users to your company within the mobile app.
QuickBooks Small Business
It may be a little cheaper, but it is by far an inferior product. I have spent hours on the phone with their tech support because bank accounts keep dropping out. Most recently they had an update and for whatever reason they did not receive the payment from iTunes even though it came out of my account. So I thought this would be a simple problem to resolve. 7 days later and 6 hours spent on the phone with QuickBooks and they can’t figure out a way to let me pay and update my account. So they have said I have to start again from scratch with a new account.
As a CPA with an MBA in Entrepreneurship, Michelle Long is dedicated to helping people start and grow their own business. I hope this has helped you learn about the otions available to use and access QuickBooks via an iPad, iPhone or iPod Touch. Use the chart to easily compare feature availability on supported devices.
Keep tabs on every dollar flowing in and out of your business
And the reports section should be easy and convenient. When you pull a timesheet that needs to be printed quickbooks app iphone or saved as a pdf, the report doesn’t provide the calculation of the total hours. So I have to insert text on my pdf with the total hours or hand write the total hours. If you use the notes section, which I do, you can’t actually see your notes until you create a pdf.
Stealing from your customers! Keyboard doesn’t come up STILL!!!
Use the mobile app to snap photos of receipts when you’re on the go. QuickBooks pulls info like date, vendor, amount, and payment method, right from your receipt. Then we’ll match your receipts to existing expenses or create new expenses for you. Every time Intuit puts out a new version, it’s a whole new learning curve to figure out where they’ve hidden everything and how to do what I need to do.
There are a few more features and functionality available if you’re using QuickBooks Connect via a computer vs. iPad or cell phone. You can test drive QuickBooks Connect with sample data by downloading the application and clicking on ‘take a test drive’. Read Complete details about QuickBooks Connect here. I have just discovered this AMAZING mobile application!!
- ’ How can I access or use QuickBooks on my iPad (or iPhone or iPod Touch)?
- If you need to enter or view data beyond what is listed above, you should log into your company through a PC or Mac.
- With a QuickBooks Connect subscription (about $10/month for one user), you can enter transactions remotely via a computer, iPad, iPhone, Blackberry or some other smart phones.
- If you transferred money between bank accounts, they appear as transfers in your transaction list.
- I wanted something that would allow me to login remotely when I’m traveling or away from home too.
thoughts on “How to access QuickBooks from an iPad, iPhone or iPod Touch”
I’m here to help you launch the QuickBooks Online (QBO) app.Let’s perform some troubleshooting steps to get you back running your business. When you create a new transaction in QuickBooks Online for iPhone, the next custom number in the sequence is assigned to your transaction. You can easily find transactions in a list by searching and/or applying one or more filters. From any transaction you can tap the action button and then tap Email or Email with Attachments. If you forget your PIN, just sign in with your username and password and reset it in Settings.
In other words, if you’re sitting on the couch, you can login to the computer in the other room. I wanted something that would allow me to login remotely when I’m traveling or away from home too. QuickBooks Online Mobile is available for iPhone, iPad, Android Phone and Android tablet. It will transform the way you handle everyday business transactions. In the chart below, we break out the features supported on each device. Use sub-customers to track the cost of work and services you provide for a customer.
For example logging somewhere close to where you are as opposed to where you actually went. When manually logging milage a round trip option would be welcome as would squashing the bug which logs the date incorrectly. For example i log a trip in june 2019, when you review trips, its disappeared from June and is now found in December. Bugs such as the option to view either “Reviewed” or “unreviewed” milage, randomly wont function until the second time the milage tab is accessed after opening the app. Another example of app instability is its annoying habit of signing you out at random intervals and needlessly requesting fingerprint scans when swiping between apps. There are some good bits to the app, but in its current state ill stick with the web interface.
There are over 65,000 apps specifically for iPad and many are free. The only QuickBooks app is QuickBooks Connect (discussed below) and it is free. There are a couple of apps for QuickBooks training videos (full disclosure — they are training videos I recorded for KAlliance) in the App Store. I love my new iPad and one of the first things I wanted to know was ‘Is there an app for QuickBooks? ’ How can I access or use QuickBooks on my iPad (or iPhone or iPod Touch)?
If you filter the invoice list using the “Open” filter, both open and overdue invoices display. Open the estimate, tap the action button and then tap Convert to Invoice. Now you know how to download the QuickBooks Online mobile app.
Being able to clock in right when the job starts to clocking out right when it ends seems like a feature a time tracking app would provide. My mobile app shows I’ve been clocked into a job for months. I deleted the mobile app, I’m afraid if I try to “fix” it that my actual real time tracked will get messed up. Many months later, I have a new client, I grab my phone to clock in upon arrival. I quickly remembered I deleted the app but couldn’t remember exactly why so I redownloaded the mobile app. Logged back in to discover, I’m still clocked into that job mentioned above.
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