- Last Updated on:   March 18th, 2019
- Posted by: QB
- Category: QuickBooks Online
When hard work takes the place of Smart Work!!
The mobile app of QuickBooks Online is a surprise and a relief for many of the QB users as they can now manager their work on the phone. QuickBooks Online Mobile App comes with great features to help the users and comes free when one subscribes to QBO. Very few are aware of the exclusive and amazing features of this mobile app and it is worth knowing that this app comes with an incomparable amount of functionality.
QuickBooks Online Mobile App:
Business persons have an opportunity to run their business through this app using its features. The app is available on both Android and iOS versions. It provides remote access to all the features that you may have used on the desktop.
To use this app, download the QB online mobile app, create your account, and sign in with your username. Once you do this, you will be on the home page that will be divided into vertical sections. Go to the dashboard that shows current account balances with a graph presenting an abbreviated version of the Profit and Loss report. It also shows up the summary of both paid and unpaid invoices through graphs.
Now, you are all set to work on QuickBooks Online Mobile App! Click on the three horizontal lines to the left in mobile app and you will get access to the navigation tool and other images. All you work that has been browser based will show up when you click on entry here.
- If you want to add more items such as the customer, invoice or something else, just click on ‘+’ sign.
- You also have the privilege to enter new transactions from each individual list screen.
Salient Features of the QuickBooks Online Mobile App (QBO):
- It can send invoices and estimates.
- It can capture the signatures of your customer on invoices and estimates.
- It can click a picture of the receipt for future references.
- With smart matching and categorization, you can add bank and credit card transactions in it.
- It provides you real time reports so that you stay updated on how your business is doing.
Adding Transactions In The App:
It is known to everyone that the full version of an application appears differently on the mobile and in the browser. But when it comes to QBO, users have opined that the app is easier to use than the browser based QBO. The app works on an internet connection.
There is a new Expense screen to which the app goes and clicks the photo of the receipt by clicking the icon available on the top of the page. The three buttons present represent credit, check and other, and indicate how you have paid for the purchase. You can also describe your expense: whom did you pay, the type of expense, and the reason. This will give you the entire information as you click on one. As you click on ‘Type of Expense’ and it will open the complete list.
In the list, you can add new ones and separate items if you wish. Once you are done, you can Save it in the main QuickBooks Online file.
View the Existing Information:
When you are using QBO app, you can also view the records and transactions that you had entered in the browser based version. Be it invoices, list of expenses and estimates, you can check them in browser. If you want to edit something, you can do that with the help of pencil icon on the upper right side of the page.
The discussion above will be quite helpful to you when you will start using the QuickBooks Online Mobile App. In case, you need any support while using the app, you can get in touch with our QuickBooks online customer support team at our toll-free number 1(800)880-6389.