QuickBooks Online (QBO) is popular with those who want or need anytime, anywhere access. But, not only is it possible to access QBO from any computer with an internet connection, it is also possible with mobile devices.
QBO has solutions for iPhones/iPad and Android devices. Let’s get a brief overview of what’s possible on an Apple iPhone.
Above is a screenshot of the QBO menu on an iPhone screen. The menu items give access to almost all of the information in your QBO accounting program. Your customers and vendors are here. Your list of products and services.
It is possible to access transactions downloaded from your bank. Add, match, and accept them.
Add expenses with a check or credit card transaction.
View your account registers. View reports like a profit and loss or balance sheet.
Create a number of different transactions for customers.
In the following screenshot, we have accessed the sample company Rock Castle Construction.
We are viewing an estimate for the customer Kristy Abercrombie. It is possible to create an estimate on your phone, but in this case, we accessed one that already existed.
Note the dark blue area with the total and the link that will allow us to turn this estimate into an invoice.
As an example, we will assume that someone from Rock Castle just completed the estimated task at Kristy’s home and now wishes to create the invoice for the completed job. Tap the instruction “convert to invoice.”
QBO creates the invoice. The red dots next to the items allow you to delete that line. The green dot just visible at the bottom would allow you to add additional items to the sale.
Above, the invoice has been saved without any changes from the estimate. Note that the area in the dark blue section now allows the user to receive a payment if Kristy decided to pay now. If not, there is a signature line at the bottom. Tap there and the customer can sign the invoice with their finger.
The transaction is complete. There is no downloading the transaction to QBO or syncing information between devices. Back at the office, the bookkeeper working in QBO from their desktop sees the new transaction on their screen.
Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
7791 NW 46th St. Suite 109
Doral, FL 33166