QuickBooks Online Mobile iPhone iPad App

With QuickBooks Online Mobile App, these are key activities you can do on your mobile device (iPhone & iPad):

  • View, add, and edit customers and sub-customers, and import them from your contacts.
  • Add notes (with or without photos) to customers and transactions.
  • View, create, edit, and delete estimates, invoices, payments, and sales receipts.
  • Add expenses (attach photos of receipts), vendors, and bank and/or expense accounts.

The QBO mobile app is still more limited in features and functionality. When you need more robust functionality, use QuickBooks Online on the web via Chrome or Safari.

See QBO Mobile App Feature Comparison, here.

Our Video Tutorials on QuickBooks Online Mobile iPhone iPad App — COMING SOON!

The new Find-A-ProAdvisor experience (February 2017)

The new Find-A-ProAdvisor experience (February 2017)
QuickBooks Help
From the article: Back in December, we made some big changes to your ProAdvisor profile and the Find-a-ProAdvisor experience to make it even easier for you to connect with clients. We’ve made some updates, and now your clients can see your updated profile both in QuickBooks Online and on the standalone Find-a-ProAdvisor website- just in time for the next wave of new features! …and more

Our ProAdvisor Profile link
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How do I add to my bank register

This video will give you the step-by-step guide on how to enter transactions in a bank register. If you’ve just started QuickBooks Online and still wants to just add to your bank register (aka check register) like old way in QuickBooks desktop, this is the best video tutorial to watch. You can learn QBO in 23 minutes.

QuickBooks Online – Bank Register (old easy way to manually enter the banking transactions in QBO)

Views: Over 54,000
View Duration: 23:20
Likes: Over 1100

 


 




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How do I make sure the attachments on my invoices go with email

How do I make sure the attachments on my invoices go with email

You can send an invoice with an attachment to an email address. Just to make sure that the “Attach to email” box is checked with the attachment that goes with the invoice.




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What is a Billable user? under Manage Users in QBO

What is a Billable user? under Manage Users in QBO

A billable user is a counted user from the number of allowable users (3) you can add in QuickBooks Online. It could be a regular or custom user and/or company Admin user. You will not be billed with this since it’s a feature that comes along with your subscription. You can see your Manage Users window by clicking the Gear icon in the upper right corner and choosing Manage Users.

 





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When I send an email to my customers, how do they look

Here’s an example of how your customer will see the email.

1) WHEN CUSTOMER RECEIVE EMAIL

a) From: Your Company Name
b) Subject: Invoice Number …. from Your Company Name

2) WHEN THEY OPEN THE EMAIL. THEY WILL SEE.

a) from: Your Company Name
<quickbooks@notification.intuit.com>
THIS, THERE IS NO WAY TO CHANGE IT.

b) reply-to: your email address

c) to: customer email address

d) cc: your email address (if you’ve selected email me a copy under messages settings under gear)

e) date: Sat, Feb 18, 2017, at 8:06 AM (format)

f) subject: Invoice I-20207 from Your Company Name

g) mailed-by: e.notification.intuit.com

h) signed-by: notification.intuit.com

This sample example is from Gmail.


 





 

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Partial Purchase Orders in QBO

Partial Purchase Orders feature is available in QBO plus now.

You can create a purchase order for both accounts and items tabs. Item tab is more for inventory items. Account tab is an expense that adds directly to Profit and Loss. You can now receive partial shipments and the PO will remain open for back ordered items.

Create a Vendor Bill (or Check, or Expense) form. Select a Vendor, a drawer at the right panel will open. Select add to the bill. You can select to choose either partial or complete order. For back orders, it will show as back ordered quantity and open balance amount for inventory items on a PO. For accounts, it will show open balance amount. The Purchase Order will show the status as open. You can run Open Purchase Order Detail report and Open Purchase Order List report for detailed information.

 





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Combine Billable Time on Invoice

Combine Billable Time on Invoice

  1. All you need to do is enter single time activities or weekly timesheets.
  2. Open an Invoice form from Create plus tab and select a Customer to invoice with billable time.
  3. Right side drawer will open for add to Invoice, and choose “Group Time by Service” tab.
  4. Then it will combine all billable hours and create one line for each Service item.





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QuickBooks Online Accounting for Sole Proprietorship Business (QBO Tutorial For Beginners)

QuickBooks Online Accounting for Sole Proprietorship Business (QBO Tutorial For Beginners)

Get free QuickBooks Online QBO training with easy How-To-Use video tutorials and visual guides. Learn QBO whenever you want and at your own pace.
Switching to QuickBooks Online from a desktop version of QuickBooks? Also, check out our video tutorials!

Video duration: 1:27:16