QBO App – Your Enterprise at Your Fingertips


Many customers of QuickBooks On-line (QBO) are conversant in the usual browser-interface of this standard cloud accounting software program. Intuit Inc. supplies some helpful fast tutorials on navigation and finishing up primary capabilities on their web site. What many will not be conversant in and appears to be under-utilized is the QBO Cell App, that’s, sure, free with a QBO account (however nonetheless topic to your cellular/Wi-Fi information limits, in fact). Whereas it doesn’t supply all of the options of the browser-based or desktop-app variations (as an illustration, you gained’t be capable of reconcile your accounts or file your gross sales tax), the app supplies customers with easy on-demand entry to the most-used options of their accounting software program.  A simplified interface offers you most of what you want whereas out within the subject doing what you do finest – making offers and promoting your model!


What does the QBO App present?

The App supplies on-the-go entry to:

  • Your Firm Dashboard exhibiting an total take a look at your small business.
  • Your Exercise Feed, with the flexibility so as to add notes and attachments from information accessible out of your telephone, or through digicam for a brand new photograph attachment.  Simply consider the chances right here!
  • A restricted Create Menu (+) for Prospects, Suppliers, Estimates, Invoices, Bill Funds, Gross sales Receipts, and Notes.
  • A reasonably intensive “hamburger” menu (≡) supplies entry to Buyer lists, Provider lists, numerous Transaction varieties together with the flexibility to match Banking objects (swipe proper to just accept the transaction and faucet to edit).
  • One of many largest worth provides this App supplies is the flexibility to hold out enterprise whereas on-the-move.  As an example, when assembly with shoppers, you possibly can add the client particulars straight into the App and ship out knowledgeable estimate or bill or gross sales receipt (relying in your course of) with all of your branding on to their electronic mail and it’ll arrive virtually instantaneously.  Discuss service!
  • You are able to do just about something you’ll must be doing on-the-go together with connect photographs out of your digicam to transactions (say a drawing or a transmittal doc or anything you want to embrace with the bill in digital format) in addition to entry to a listing of the merchandise and/or companies your organization makes use of.
  • On the expense aspect of issues, whenever you make a purchase order utilizing your bank card, you possibly can take an image of the receipt and add the transaction on-the-fly, straight into your accounting software program, with out having to fiddle with staples or a receipt that’s too small for the scanner feeder (certainly one of my private pet peeves)!
  • A really helpful function is the App additionally supplies a shortcut to your Firm’s Revenue & Loss and Steadiness Sheet studies and if you’re utilizing the App to report transactions on the go, it will offer you probably the most up-to-date take a look at your small business you’ll ever be capable of get.


The App comes with a free QBO subscription, and if you need a demo of the software program, otherwise you choose a extra hands-on-approach, be happy to achieve out to our group at bookkeeping@rlb.ca to schedule a QBO Setup Assessment or Coaching Session.

With a ardour for expertise and studying, Jennifer Silva enjoys coaching each shoppers and colleagues alike. She has been utilizing QuickBooks desktop since 2003, Merely Accounting/Sage since 2013, and is all the time in search of methods to make use of software program to make issues simpler. When not studying about one thing new, she enjoys gardening, climbing, and getting misplaced in a e book or online game.

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