GETTING HELP

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If I need help, who can I contact?

BEFORE YOU START

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What kind of things can I do in the app?

You can get lots of tasks done in the QuickBooks mobile app while you're out and about.

You can invoice your customers, get paid, and manage bank transactions:

  • Create and send professional looking invoices and estimates.
  • Get paid faster by sending invoices with a Pay Now link or accept payment directly on an invoice via credit card – requires activating QuickBooks Payments (US Only).
  • Receive overdue invoice notifications to see who owes you money.
  • Download and review bank transactions, match to existing QuickBooks transactions, or add them to new QuickBooks transactions (requires connecting to your bank through QuickBooks online on the web).
  • Do business in multiple currencies using the latest exchange rates (Essentials and Plus).

You can manage expenses, sales, and customers:

  • Snap photos of your receipts and organize daily expenses.
  • Run a Profit and Loss report and see your Balance Sheet to see how your business is doing.
  • View customer information, attach photos or notes, and schedule a calendar appointment (schedule on phone only).
  • Call a customer from your phone and or email directly from the app.
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How does the app work with QuickBooks online on the web?

QuickBooks online is always in sync with your QuickBooks online on the web. Any task you do or information you add in the app shows up on the web, and vice versa. Wherever you decide to work, your data is always up to date and available.

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Can I go to QuickBooks online on the web for even more features?

Yes, and we recommend that you do! It's all part of your QuickBooks online subscription, so please take advantage of all the features.

On the web you can:

  • Take in the big picture with over 20 reports
  • Manage settings so you can do things like reconcile bank transactions from your mobile device.
  • Create custom invoices in minutes. Add your company logo, choose your own font, and add a background image and custom fields.
  • Run payroll with just a few clicks – requires activating QuickBooks Payroll. (US only)
  • Provide access to your accountant so you can collaborate and be better prepared for tax time.
  • Customize your account with over 80 partner applications, including inventory management.
  • And much more...
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Which Android operating systems are supported?

We currently support Android OS 4.0 and greater.

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Are my data and privacy safe?

Yes! The same security that protects your QuickBooks data applies when you use the app. For more about how we protect your data, see our Online Security Center. You'll find additional details in QuickBooks Help on the web.

We participate in the TRUSTe certification program and keep your data and privacy safe.

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What does it mean if I don't see my latest data?

Let's say you just made a change in QuickBooks online on the web, but don't see it on your device. All you need to do is tap and pull the page down to refresh the data. You should then see your latest changes.

If you still don't see your latest data, you can refresh all the QuickBooks online data on your device, which might take a few minutes. To do so, tap the options menu > Settings > Refresh Data.

Note: Just make sure that you are connected to the Internet so that QuickBooks online can update your data.

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How do I switch between company files?

If you have more than one company file, here's how to switch between them:

  1. Tap the menu button > Settings > Switch Company.
  2. Tap a different company.
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Can I run payroll from my phone and tablet?

You can download Intuit's Online Payroll app from Google Play and run payroll from your mobile device. It's free with your payroll subscription! You'll be able to:

  • Create accurate paychecks for employees and contractors
  • E-pay taxes and e-file forms in all states
  • Pay workers by direct deposit (it's free!)
  • Get timely reminders on upcoming payday and tax deadlines
  • View past paychecks
  • Get free, expert payroll support M-F 6am-6pm PT

FUN THINGS FIRST

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How can I see all my latest activities?

When you sign in, you'll see your Company Activity feed. Here you can:

  • See your latest activities listed in chronological order.
  • View transactions (past 180 days), plus any notes, photos, and other attachments.
  • Tap any transaction to see details, and tap Activity to see the associated notes, photos, and other attachments.
  • Tap the customer's name to see customer details for that transaction.

View a Customer's Activity feed

  • In the side menu, tap Customers.
  • Tap a customer's name to see details.

View transaction activities

  • Open a transaction and tap Activity to see any notes, photos, attachments, plus the date you created and last edited the transaction.
  • You'll also see "Company Profile Edited" if you updated a company preference in QuickBooks online on the web.
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How can I save time using settings?

Settings help you customize QuickBooks online on your device, saving you time and effort. Here's what you'll find in Settings—try them out for yourself!

  • Version. This is the version of the app that you're currently running.
  • Company Information. This is where you'll set up contact details about your company, including your company name, address, phone number, and URL. This information appears on your sales forms.
  • Call-In Notifications. (Phone only) This let's you know when a customer calls. It's is on by default, but you can turn it off.
  • Invoice Notifications. You'll be notified when you have overdue invoices. It's is on by default, but you can turn it off.
  • Company Information. Here's where to see how much time is left on your QuickBooks subscription before it's time to renew it. You can also get subscription help if you need it.
  • Sales Forms. You can create custom messages for estimates, invoices, and sales receipts. Tap Default email message and tap the form you want to customize. You can create a different subject and message for each type of sales form.
  • Taxes. You can set up and add new tax codes and rates for your business. As your business expands to new places, you can collect the correct tax so you're ready for tax time.
  • Gesture Lock. Create a gesture lock pattern to get quick access.
  • Send Feedback.This is how you can let us know what you think. You're feedback helps us make QuickBooks online an even better app.
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What's the fastest way to create a new transaction?

Tap the side menu, choose a transaction type (Expenses, Estimates, Invoices, Sales Receipts or Payments) you want to create, and tap the + button next to it.

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What's the easiest way to add an item?

To create a new item:

  1. From the side menu, tap Product and Services.
  2. Tap the + sign, and enter the item name, rate or price for each, sales information, and select an account.
  3. Add a description about the item.
  4. Tap Done.
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How do I create a Google calendar appointment?

Note: This feature is available for Android OS 4.0 and greater.

  1. On the Customer Details screen, tap the + button.
  2. Tap Create Appointment.
  3. Complete each field and tap Save to Google Calendar.

CUSTOMERS AND VENDORS

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How do I know when a customer is calling me?

Note: This feature is for phone only.

You'll see the QuickBooks icon in the notifications bar at the top of your screen.

  • Tap and pull the notification bar down to see the customer's name.
  • Tap the notification to open the Customer Details page (where you can call, text or email your customer).
  • If your customer calls while you're using the QuickBooks online app, you can go to the Home page and tap the notification to see details.
  • When the call ends, you'll see the "Call ended" message in the notifications bar.

The feature is on by default, so you won't miss an important call. To turn it off, go to the options menu, tap Settings > select Call-In Notifications > OFF.

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Can I see a customer's location on a map?

Yes! Tap the customer's address to see their location on the map and to get directions.

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Can I import customers and vendors from my contact list?

Yes! To import from your device contact list:

  1. Tap the side menu, tap the + button next to Customers, then tap Add from Contacts.
  2. Tap the name you want to add as a new customer or vendor, and tap Save.
  3. Change details in any field, and tap Save.
    Note: You can also add contact from Customer or Vendor pages to your device's contact list. Tap the options menu icon > Import device contacts.

To add a QuickBooks customer or vendor to your device's contact list:

  1. Tap the Customer or Vendor list page, tap the the name you want to add.
  2. Tap the options menu icon icon > Add to device contacts.
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How do I add a vendor?

Add a vendor

  1. Tap the side menu or the Vendors page, then tap the Vendors + button.
  2. Enter and save your vendor information.

Note: See the QuickBooks online Help on the web for info about tracking 1099 payments.

Import vendors from your contacts

  1. Tap the side menu, tap the Vendors + button, and then tap Add from Contacts.
  2. Tap any name in the Add from Contacts list to import the available info.
  3. Add or edit any additional details and tap Save.

ESTIMATES, INVOICES, SALES RECEIPTS

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What's the difference between open, overdue, and paid invoices?

When viewing your invoice list, overdue invoices are listed first so it's easy to see who owes you.

  1. Open invoices have open balances.
  2. Overdue invoices have open balances and have also passed their due dates (based on the terms you specified for the invoices). The most overdue invoices appear at the top of the list.
  3. Paid invoices are paid in full.
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What's the difference between an invoice and a sales receipt?

Invoice

You use an invoice if you let your customer pay you later. You set up terms to indicate how long the customer has to pay. If they don't pay within the specified time limit, their invoice is overdue

Sales Receipt

You use a sales receipt when your customer pays you on the spot for goods or services

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How do I customize the header on my first transaction (Estimate, invoice, sales receipts)?

The first time you create a transaction (invoice, estimate, or sales receipt) you'll be prompted to add your company information. The details you add to your invoice will automatically show up on other forms you create. For instance, the next time you create an estimate, invoice or sales receipt, they will display all the details you added.

Customize your transaction header

  1. Tap the side menu, tap the + button next to Invoices.
  2. Add the information about your company.
  3. Tap the right arrow.
  4. Tap Create Your Invoice.
  5. Add your details. You can also add an item by tapping the + button next to Add Item.
  6. When all your details are added, tap Save.

Your header can always be edited later by going to the options menu, and tap Settings > Company Information.

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How do I edit my customer, estimate, invoice, or sales receipt data?

Edit a customer's details

  1. Tap the side menu, tap Customers, tap the customer's name, and then tap the pencil icon.
  2. Make your changes and tap the Save icon.

Edit invoice, estimate, sales receipt or payment details

  1. Tap the side menu, tap Customers, Invoices, Estimate, Sales Receipts or Payments, tap the specific transaction you want to edit, and then tap the pencil icon.
  2. Make your changes and tap the Save icon.
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Can I accept payments on my mobile device?

You can create a Receive Payment transaction for a payment you receive from a customer. You can also create a sales receipt for any payment you receive. You cannot process credit cards or deposit checks.

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Can I capture a signature on my mobile device?

Yes! You can capture a signature on estimates and invoices.

  1. To capture a signature, open a new or existing estimate or invoice.
  2. Enter the transaction information, as usual.
  3. Tap Get Signature.
  4. Let your customer sign with their finger. They can always clear it and sign again.
  5. Tap Done.

You'll see the signature on the estimate or invoice. It's that easy!

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Can I email estimates, invoices, and sales receipts to customers?

Yes! All you need is a valid email associated with your company file, or you can provide your email when you send your customer an estimate, invoice, or sales receipt.

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Can a customer pay me directly from an invoice?

Yes! If you have an Intuit Payment Network (IPN) or Intuit Commerce Network (ICN) subscription, turn the online payments option ON in QuickBooks online on the web.

When you:

  • Tap the Email icon to send the invoice to your customer, you'll see available payment options (Credit Card, Bank Transfer, or online Payment) depending on your version of QuickBooks.
  • Send the invoice to your customer, they can tap Pay now in the invoice email to pay you using the methods you specified in the payment options.
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Can I see paid invoices?

Yes! You can view the most recent 50 paid invoices on the Paid tab for invoices.

You can also view the most recent 50 paid invoices for any customer on the Transactions tab for customers.

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Why don't I see custom transaction numbers, custom fields, class, location or service date fields?

To see these fields or any fields on your sales forms, you'll need to go to QuickBooks online on the web to turn these options ON.

From QuickBooks online on the web, click the gear icon in the upper right > Company Settings > Sales Form Entry.

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How do I create a new item to add to a transaction?

Create a new item

  1. Tap the side menu, tap Expenses, Estimates, Invoices, or Sales Receipts.
  2. Tap the + button next to ADD ITEM and then tap the Create Item button.
  3. Enter the item name, description, price or rate, and select the appropriate account for the product or service.
  4. Tap Save.
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Why can't I edit certain transactions?

Some transactions can't be edited in QuickBooks online. For example, you can't edit an invoice or sales receipt that has partial or full payments applied through the QuickBooks Merchant Services (QBMS) system.

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What if I use custom transaction numbers in the app?

When you create a new transaction in the app, the number is unassigned so that you can add your custom number to it through QuickBooks online on the web.

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If I've customized my QuickBooks online forms on the web, does the custom data display in the app?

If you entered data in a custom field in QuickBooks online on the web, you'll see the custom field and the data when you preview the estimate or invoice. If you didn't enter data in a custom field, the field won't display.

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Can I view and add sub-customers?

Yes! If you currently use sub-customers in QuickBooks online on the web, you'll see them on the customer and transaction list pages.

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How do I add an income account?
  1. From an invoice or estimate, tap Add Item > Create Item.
  2. Add Item info and tap Select Account.
  3. Tap Add Income Account.
  4. Add the Income Account name, number, and description.
  5. If this is a SubAccount, check the box and select the Parent Account.
  6. Tap Save.
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Can I see my Chart of Accounts and Registers?

Yes! You can see your individual account balances and activities.

Access Chart of Accounts: From the side menu, tap Chart of Accounts to see your complete list of accounts.

See cash flow: Tap an account to see the balance and history.

Edit an account:. Tap the account name and make your changes.

Filter accounts: Tap the filter icon in the action bar. Choose Banks and Credit Cards, Accounts Payable, or Accounts Receivable.

Sort transactions: Tap the option menu in the action bar. Choose Date or Amount.

See account details: Tap a bank or credit card account.

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What should I know about multicurrency?

If you have customers, vendors, or bank accounts that use currencies other than your home currency, multicurrency lets you track transactions in those foreign currencies.

IMPORTANT: Once you turn on multicurrency, you cannot turn it off or change your home currency. So, turn it on only if you have bank accounts, customers, or vendors that don't use your home currency.

What happens when I turn on multicurrency?

Home Currency

  • Your current currency becomes your home currency (the currency of the country where your business is physically located).
  • Until you assign a foreign currency, the default value for all customers, vendors, and accounts is your company's home currency.
  • Income and expense accounts always use your home currency.

Foreign Currency

  • You can assign a foreign currency to customers, vendors, banks, and credit cards.
  • You'll see foreign currencies on customer, vendor, transaction, account, and company activity screens.
  • You can pay and receive payments in a vendor's or customer's currency.
  • You'll see the latest exchange rates (updated every 4 hours from Wall Street On Demand), and can manually change them.

How do I turn on multicurrency?

To turn on multicurrency:

Note: You must have a QuickBooks Plus or Essentials subscription to use multicurrency. If you need to upgrade your subscription, contact us to upgrade your subscription.

  1. Go to QuickBooks online on the web at qbo.intuit.com.
  2. At the top right, click the Gear, then click Company Settings > Advanced.
  3. In the Currency section and click the pencil to edit your currency settings.
  4. Click the Multicurrency checkbox, and click Save.

How do I assign a new currency to a customer or vendor?

  1. From the side menu, tap the Customer + sign.
  2. Fill out the customer's details.
  3. Tap Customer Pays Me With, and choose the currency.
  4. Tap Done.

Note: Use the same steps to assign a foreign currency to a vendor, tap I Pay This Vendor With, and choose the currency.

You can learn more about multicurrency in QuickBooks online Help on the web.

TRACK EXPENSES

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How do I view, add, and manage my expenses?

View expenses

  1. Tap the side menu, tap Expenses to see your expense list.
  2. When you attach a receipt photo to an expense, you'll see a paperclip.
  3. To see details, tap an expense.
  4. To sort an expense, tap the options menu on the upper right, tap Sort by, and tap Date, Category, Payee, or Account.
    • Sorting by Category lets you see individual expenses.
    • Sorting by by date (default) or account lets you view the totals.

Add an expense

  1. Tap the side menu, tap the Expenses + button.
  2. Enter the amount you paid, and how you paid (tap Credit, Check, or Cash).
  3. Select the bank or credit card account you paid from, and select the account.
  4. Enter the remaining information, including:
    • Who you paid.
    • What kind of expense it is.
    • Anything else you'd like to remember.

Attach a photo of a receipt

  1. From an expense screen, tap the Camera icon.
  2. You can take a photo with your camera or choose one from your gallery.
    • To take a photo, tap the Camera icon, and take a photo. When you take a photo while creating the expense, it's attached to the expense.
    • To choose a photo from your gallery, tap the Gallery icon, and choose a photo.

Split an expense

  1. Create a new expense or open an existing one.
  2. To split the expense between customers or categories, tap Add a Split.
  3. Enter the split amounts, select the expense type/category, the customer it was for, and any notes.
  4. Tap Save.

Edit an expense

  1. Tap the expense to see details.
  2. Tap the pencil icon, make your changes, and tap Save.

DOWNLOAD BANK TRANSACTIONS

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What do I need to know about downloading my bank transactions?

Reasons to download bank transactions into QuickBooks

When you download your bank transactions:

  • QuickBooks categorizes and matches transactions it recognizes, so you can quickly review and accept them.
  • Every time you categorize transactions, QuickBooks learns how to categorize them in the future.
  • When you accept transactions, QuickBooks automatically creates corresponding records (such as deposits and expenses) to eliminate more data entry and save you time!

It's also good to know:

  • You can add and match bank transactions, and quickly accept them in QuickBooks during those spare moments throughout the day, like when you're waiting in line to get coffee or tea.
  • Matching and adding bank transactions ensures your data is accurate and complete, so QuickBooks can give you more accurate reports and insights into how your business is doing.

Note: If you use multicurrency, you can manage foreign currency bank transactions in QuickBooks online on the web. QuickBooks mobile only shows bank transactions in your home currency.

Download bank transactions to QuickBooks online

Connect to your bank from QuickBooks online on the web to start downloading transactions. When the first download completes, your transactions will also be available in QuickBooks online on your phone or tablet, so you can categorize and accept them whenever works for you. After your first download, transactions download automatically (currently once a day), so your mobile devices always show the latest bank transactions for you to review and accept.

Connect to your bank from QuickBooks online on the web

  1. Sign in through your browser on the web at https://qbo.intuit.com/.
  2. Click Connect an account near the top right of the home page, or choose Transactions Banking and click Add account.
  3. Enter your bank's name in the box and click Search.
  4. Under "All matching results" click the link for your bank.
  5. Sign in with your bank site credentials.
  6. When you're connected, click That's it, I'm finished!.

To add a new bank account that you want to connect to QuickBooks, you'll need to go to QuickBooks online on the Web. It will then appear in QuickBooks on your mobile device.

Note: When you first connect an account, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads should be much faster. For more information, see the QuickBooks online help on the web (search for "How to connect QuickBooks online to your bank accounts").

Review, categorize, match, accept, undo, and exclude transactions

To quickly review and accept transactions that QuickBooks already categorized for you:

  1. Tap the side menu > Banking.
  2. Tap the account that contains transactions you want to categorize.
  3. Tap NEW TRANSACTIONS. By default, all transactions in the account display.
  4. To quickly review transactions QuickBooks has already recognized, categorized, and matched for you, tap RECOGNIZED.
    • If QuickBooks correctly categorized and matched the transaction, swipe to the right to accept it.
    • If you're not sure, tap the transaction name to review the details and make changes if necessary. You can change the category, add a split, select the payee, location, class, and add a memo. Note: If there's a description for the downloaded bank transaction, and you checked the "Copy Description" checkbox in QuickBooks Online on the web, you'll see the bank description in the memo field.
    • If you're not sure, tap the transaction name to review the details and make changes if necessary. You can change the category, transaction type, add a split, view and change the tax rate, select the payee, location, class, and add a memo. Note: If there's a description for the downloaded bank transaction, and you checked the "Copy Description" checkbox in QuickBooks online on the web, you'll see the bank description in the memo field.
    • When you're done, tap Accept.
    • Repeat until you've categorized and accepted all the recognized transactions.
  5. Tap ALL to see the remaining, uncategorized transactions.
  6. Tap the transaction name and review or change the details.
  7. When you're done, tap Accept.

Accept multiple transactions

To accept multiple transactions:

  1. Tap the ALL or RECOGNIZED tab.
  2. Tap and hold the first transaction.
  3. Tap the others you want to accept.
  4. Tap Accept All.
  5. Tap Confirm.

Categorize transactions

To categorize transactions, you can:

  1. Tap the side menu > Banking.
  2. Tap NEW TRANSACTIONS to see transactions you want to categorize.
  3. Tap the transaction name you want to categorize.
  4. Tap the category icon next to the transaction name.
  5. Select a category.
  6. Tap Accept.

Note: To change multiple categories at the same time, select the transactions > change the category > tap Accept. You can also categorize a transaction for the ALL list. Tap the Category icon next to the transaction name > select a category > swipe to accept the transaction.

Match transactions

QuickBooks shows possible matches to payments from customers and expenses paid to vendors—and more. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice.

To accept matched transactions:

  1. Tap the side menu > Banking.
  2. Tap NEW TRANSACTIONS to see suggested matches.
  3. If the match is correct, swipe right to accept, or tap the transaction to see details.
    • If there's just one match and it's correct, tap Accept.
    • If there are multiple matches, tap the correct one, and tap Accept.
    • If none are correct, search to find other possible matches. Tap the correct one, and tap Accept.

Transfer transactions

If you transferred money between bank accounts, you may need to adjust the transaction type or the from / to account.

To review and accept that the transfer shows the correct from/to accounts:

  1. Tap the side menu > Banking.
  2. Tap NEW TRANSACTIONS. Transfers that QuickBooks automatically recognized are labeled.
  3. If the transfer was recognized and the to/from accounts are correct, swipe to the right to accept.
  4. If the transaction has not been marked as a transfer, or you need to adjust the from/to account, tap the transaction to see the details and make changes.
    • Tap the account if you need to change it.
    • Enter a memo about why you changed the account.
  5. When you're done, tap Accept.

Undo accepted transactions

When you accept a transaction, you'll see the option (lasts for seconds) to undo at the bottom right. If you don't choose undo at that time, you can still undo the transaction you accepted.

To undo a transaction you accepted:

  1. Tap the side menu > Banking.
  2. Tap IN QUICKBOOKS to see recently added banking transactions in QuickBooks.
  3. Find the transaction you want to undo.
  4. Tap Undo at the top right.
  5. Tap Confirm.

Exclude transactions

If your list contains transactions you want to exclude, such as non-business transactions or duplicates:

  1. Tap the side menu > Banking.
  2. Tap NEW TRANSACTIONS.
  3. Locate the transaction to exclude and tap the transaction to see details.
  4. Tap the garbage can icon. If you need to include a transaction you excluded:
    • Go to QuickBooks online on the web (Banking) and click Excluded.
    • Locate the transaction and click Undo.

NOTES AND PHOTOS

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What do I need to know about notes?

Notes are a great way to save anything you might want to remember later. They can be text or photos of anything that's important to you. You can add notes to customers and transactions, and you can add notes that aren't yet associated with anything. Then later, if you want to attach the note to a customer or invoice, you can do that.

Add notes and photos

  1. Tap the side menu, tap Notes > Notes + button.
  2. Tap the paperclip + button at the top right.
  3. Enter your note text, tap the paperclip + button at the top right, select the source (Camera, Dropbox, Gallery, Photos).
  4. Tap Done.

Attach a note to a customer

  1. Tap the side menu > tap Notes > Notes + button.
  2. Tap Assign to and select a customer.
  3. Enter your note text, attach a photo if applicable, and tap Save.

Attach a note to an existing transaction

  1. Tap the side menu, tap a transaction (Invoices, Estimates, Sales Receipts, Payments).
  2. Tap ACTIVITIES and tap Add a Note.
  3. Tap Create note or Attach existing note.
  4. When attaching an existing note, you can choose more than one. To see the details of each note, tap the "i" icon.
  5. After selecting an existing note or notes, tap Attach at the top right.

Edit a note

  1. Find the note you want to edit.
  2. Tap the pencil icon or anywhere on the note.
  3. Edit and save.

Delete a note

You can only delete notes that are not assigned to a transaction.

  1. Find the note you want to delete.
  2. Tap the trash icon at the top.
  3. The note instantly deletes.

View a customer note added from QuickBooks online on the web

  1. Tap the side menu, tap Customers to see your customer list.
  2. Find and tap the customer's name to see their activities.
  3. Tap the customer's name and scroll to the bottom of the customer info page.
  4. Your note appears in the Other Details field.

RECEIVE PAYMENTS

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How do I view, add, and edit payments?

You can create "Receive Payment" transactions to indicate when and how your customers paid you, and open invoice(s) you've applied their payments to. You can also view and edit "Receive Payment" transactions.

Receive a payment

  1. Tap the side menu, tap the + button next to Payments.
  2. Choose the customer who paid you and enter the payment details.
    • The Payment Amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on.
    • You can enter different amounts for any open invoices, or tap the radio buttons to quickly auto-fill the balance due amounts.
    • If the Payment Amount exceeds all of the open invoice balances, the Unapplied Amount is listed at the bottom of the page.
  3. When you finish adding payment details, tap Save.

Another way to receive a payment

  1. While viewing the customer's open invoice, scroll to the bottom of the invoice and tap Receive Payment.
  2. When you finish entering payment details, tap Save.

View payment details

  1. Tap the side menu, tap Payments. As you receive payments, they list here.
  2. To see payment details, tap a payment. When an invoice is paid in full, the Balance is $0.00, the status is Paid, and any additional payments list as the Unapplied Amount.

Edit a payment

  1. Tap the side menu, tap Payments.
  2. Tap the payment you want to edit to see the details.
  3. Tap the pencil icon, make your changes, and then tap Save.
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Can I accept credit card payments using GoPayment?

Yes! If you currently use GoPayment and it's connected to your QuickBooks online, you can use it in the app when you create a sales receipt or payment. Just swipe, scan, or manually enter the card information to accept a payment.

  • If you're using the GoPayment reader, plug it into your device and be sure the device volume is on the highest level.
  • If you don't have a reader, you can scan or key enter the credit card information into GoPayment.
  • GoPayment works with Visa, MasterCard, American Express (AMEX), and Discover cards (if your GoPayment account supports these).
  • Using GoPayment in the app saves you time because the payments get recorded directly in QuickBooks online—no need to import or add them to QuickBooks online later.
  • Payment credit card processing is turned on by default, but if you decide not to use it in our app, tap the options button > Settings, and turn GoPayment OFF.
  • Payments you process with GoPayment through the app won't appear in the standalone GoPayment app.
  • To learn more about GoPayment or sign up for it, visit Intuit Merchant Services.

Accept a payment using GoPayment

On a new Sales Receipt or Receive Payment screen:

  1. Specify the customer, date, ref#, and payment amount, and add a memo if you need to remember something about the customer or payment. Enter discount, tax, and shipping amounts if they apply.
    • For sales receipts you must also specify an item, and if you want you can add a customer message.
  2. Tap Credit (payment method) and tap Charge Card.
  3. Choose how you want to enter the credit card info.
    • Swipe: Make sure your card reader is plugged in and swipe the card.
    • Scan: Tap Scan card info > Position the card, and scan according to your device. Fill in any missing information, and tap Done.
    • Key enter: Tap Enter card info > enter the credit card number, expiration date, CVV security code, and customer billing address ZIP code. Tap Done.
  4. Optional: Let your customer sign with their finger. They can always clear it and sign again.
  5. Tap Charge card. When you receive the payment, you'll see "Credit Card Processed" on the sales receipt or payment.
  6. To email the sales receipt or payment, tap the email button.
    • The email includes the type of credit card used, the last 4 digits of the credit card number, and the transaction authorization number.

Note: You can't delete a payment that was processed using GoPayment.

Void a payment made using GoPayment

If you need to void a payment, try voiding it before 3pm PST on the same day you accepted the payment, which is when most credit card payments are processed.

  1. Open the Sales Receipt or Payment and tap the option menu.
  2. Tap Void Transaction.

If you can't void the payment or if your customer overpays you, go to the Merchant Service Center and issue your customer a refund.

To edit a sales receipt or payment charge made with GoPayment

You can edit information that doesn't affect the charge, such as the date, reference #, and memo. For payments already processed, you can go to QuickBooks online on the web to make changes.

  1. Open the Sales Receipt or Payment and tap the edit button.
  2. Change the date, reference number, or memo, and tap Save.

If you try to change fields that affect the charge, just cancel the changes—you can't save them.

Email a transaction paid using GoPayment

  1. Open the Sales Receipt or Payment you want to email.
  2. Tap the email button.
  3. Check the message, edit if necessary, and tap Send.
    • The email includes the type of credit card used, the last 4 digits of the credit card number, and the transaction authorization number.
    • Sales Receipt emails include a PDF of the transaction, but the PDF doesn't contain the GoPayment transaction details.
    • Payment emails don't contain a PDF of the transaction.

MANAGE TAX

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How do I manage my tax?

To manage taxes for your business, go to the options menu, and tap Settings > Tax Rates. There you can:

  • View a list of all your tax rates
  • Add tax rates (Single and combined)
  • Edit an existing tax rate

Add a sales tax

  1. From Settings, tap Tax Rates.
  2. Tap the + button, and select Single tax rate or Combined tax rate.
  3. For a Single rate: Add your new tax rate information, tap Done, and then tap Save.
  4. For a Combined rate: Add your new tax rate information for 2 or more components, tap Done, and then tap Save.

Note: Select Combined tax rate if your tax agency makes you break down this tax into multiple parts, such as city, county, and state taxes.

Add a new tax rate on a transaction

  1. From an estimate or invoice screen, tap the + button next to Add Item.
  2. On the Item screen, check the Taxable checkbox, and tap Add.
  3. On the Invoice screen, tap Add Tax.
  4. Add your new tax rate information, and tap Save.

Edit a tax rate

  1. From Settings, tap Tax Rates, tap the rate you want to edit.
  2. Tap the pencil icon.
  3. Make your changes to the tax rate. The Agency cannot be edited.
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How can I change the sales tax amount on a transaction?

Note: To see the tax override feature in the app, first go to QuickBooks online on the web and create your tax codes in the company file.

On an estimate, invoice, or sales receipt:

  1. Tap the Tax entry box. The number keypad appears.
  2. Enter the tax amount.
  3. Tap Done.

The tax amount is not editable if you have not selected any tax from the "Select Tax" field, have not selected "None" when you select a tax, or if the transaction belongs to old tax model. For example, when you try to edit or view a transaction that has the tax name "Original Sales Tax".

MANAGE ERRORS

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What do I do if I get an error while data is loading?

If there's a problem loading your data, just follow the instructions at the bottom of the screen.

To refresh your data manually, go to the options menu, tap Settings, and tap Refresh Data.

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I'm getting errors when I try to sign in. What do they mean?

If you get the following errors, here's what they mean and what you can do:

  • "Account not entitled" means your QuickBooks online account subscription might be inactive. Be sure your subscription is active and try to sign in again.
  • "Cannot login with valid profile" means you might not be connected to the Network or Wi-Fi. Make sure you're in a Network / Wi-Fi coverage area and try again.

If you still can't sign in, call support at 800.330.2052.

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I'm getting errors after upgrading. What should I do?

If you get these errors, here's what you can do:

  • "Linked program no longer installed after update." Restart your device and try again.
  • "Sorry, there was a problem saving your data." Uninstall the application, then reinstall it from the Google Play Store.

If these actions don't fix the problem, call support at 800.330.2052.

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What do I do if Google Play charged my credit card, and then I got an error?

Not to worry, nothing is wrong with your credit card or subscription. Your purchase was successful and you can still use QuickBooks online. We'll continue to update your subscription status. You can easily check your status from the options menu > Settings > Subscription. Once your subscription successfully updates, you'll see your next renewal date.

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MANAGE YOUR SUBSCRIPTION

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How do I find out when my subscription will renew?

To see your renewal date, tap the options menu >Settings > Subscription.

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How do I update my credit card information on Google Play?

The way you'll update your credit card information for your QuickBooks online subscription depends on how you originally paid.

Android: If you paid through Google Play on your Android device, do the following steps from a web browser on your computer or device.

  1. Sign in at wallet.google.com.
  2. Click Payment methods on the left side menu.
  3. Find the card you want to update and click Edit.
  4. Make your changes.
  5. Click Save.

Web: If you paid through QuickBooks online on the web, do the following steps from your computer (not from your mobile device):

  1. Sign in to QuickBooks online on the web from your computer at http://qbo.intuit.com.
  2. In the upper-right corner, click the gear next to your company name, then click Your Account.
  3. In the Billing Info Section, click Edit Billing Info.
  4. Update your credit card and any other billing information and click Save Changes.

iPad: If you paid through iTunes on your iPad, do the following steps from your iPad:

  1. Open your iPad's Settings and tap iTunes & App Store.
  2. Tap your Apple ID (top right side of the screen).
  3. Tap View Apple ID.
  4. Enter your Apple ID password.
  5. In Account Settings under Subscriptions, tap Manage.
  6. Tap your QuickBooks online subscription, enter your new credit card information, and save your changes.
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How do I cancel my subscription?

You can cancel your subscription either of these ways:

  • Google Play on the web
  • Google Play Store app
  • Google Wallet

To see the specific steps for each of these ways, go here.

RUN REPORTS

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How do I run my Profit & Loss report?

Note: You need Admin or Accountant permission in QuickBooks online on the web to run this report.

The Profit & Loss report shows how your business is doing over time—are you holding steady, decreasing, or trending upward? To see how you're doing:

  1. In the side menu tap Profit & Loss to see your Income, Expenses, and Net Income.
    • Tap points in the graph to see the income and expense details for the month.
    • Tap the report filter and choose a different date range or enter a custom range.
  2. Tap View Report to see your income, expense, and gross profit breakdowns.
    • Tap and pull the arrow down to return to the graph.

You won't see this report unless you have the Admin or Accountant permission in QuickBooks online on the web.

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How do I view my balance sheet?

Note: You need Admin or Accountant permission in QuickBooks online on the web to run this report.

The Balance Sheet report shows you today's snapshot of how your business is doing by listing what you own (assets), what your debts are (liabilities), and what you’ve invested in your company (equity).

To see your Balance Sheet:

  1. Tap the side menu, tap Balance Sheet.
  2. Scroll to see your assets and liabilities.

To see a different date range, go to the Reports section in QuickBooks online on the web.

LEGAL STUFF

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What are the Terms of Service for QuickBooks online?

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