Call us at 800.330.2052 (M-F 6 am - 6 pm PT; Sat 6 am - 3 pm PT). We'll be happy to help you!

It's the mobile companion app that keeps you connected to QuickBooks Online—wherever you are. Use it to:

• 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.

Visiting a customer?

• See if there are overdue invoices you can get paid for while you're there.
• Want to create, edit or delete an estimate, invoice or sales receipt? Convert an estimate to an invoice? Receive a payment on the spot? You can!
• Need to contact the customer before you visit? Call or email directly from QuickBooks Online for iPhone.

QuickBooks Online for iPhone is always in sync with QuickBooks Online. Customer, estimate, invoice, sales receipt, payment, expense, vendor, item, and account data you add or update in QuickBooks Online is immediately available in QuickBooks Online for iPhone. And any data you add or update in QuickBooks Online for iPhone is immediately available in QuickBooks Online. Wherever you decide to work, your data is always up to date and available.

We currently support iOS 7.x.x and later.

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

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

If you just made a change in QuickBooks Online but don't see the data on your phone, tap and pull the page down to quickly refresh the data in the list with your latest changes from QuickBooks Online.

If you still don't see your latest data, you can refresh all of the QuickBooks Online data on your phone, which might take a few minutes.

• In the menu tap SETTINGS > Refresh Data.

Yes! Sign in with just 4 taps instead of entering your username and password each time. You can choose how long your phone can be inactive before you must unlock it with your PIN. This reduces the risk of someone else accessing your data if you leave your phone unattended.

To set up or change your PIN:

• In the menu tap SETTINGS > PIN.

You can turn PIN functionality on and off, enter and change your PIN, and set how frequently you're prompted to re-enter your PIN.

If you forget your PIN, just sign in with your username and password and reset it in Settings. If you have multiple devices (iPhone, iPod touch, and so on) you can use different PINs for each one.

When you sign in, you'll be on your Company Activity feed.

• Your activities are listed in chronological order, with the most recent one at the top.
• In addition to transactions for the last 180 days, you'll see notes, photos, and other attachments.
• Paperclips indicate transactions that have attachments.
• Tap any transaction for details, and tap Activity to see the notes, photos, and other attachments.
• To find a specific transaction or note in the feed:
• Tap the magnifying glass , enter a keyword to find, and tap Search.
• To look within a group of transactions (including those that need attention), or in notes, tap Filter By, select the filter, and browse or search within the group.
• To create a new transaction or note, tap + at the bottom of the page.
• To return to your Company Activity feed, tap the menu and tap Activity.

To view a Customer's Activity feed

• In the menu tap Customers.
• Tap a customer's name to see the work you've been doing for them.

To view transaction activities

• Open the transaction and tap Activity to see notes, photos, or documents you've attached, and see when 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.

You can create a new transaction from scratch, or copy a completed transaction to duplicate information from the original, and save data entry time.

• To create from scratch: In the menu tap + for the type of record you want to create (customers, estimates, invoices, and so on). You can also tap + at the bottom of the customers, vendors, and transactions pages.
• To create from a copy: Open the completed transaction, tap the action button and then tap Copy.
• The new transaction contains data from the original that you can modify.
• Attachments from the original transaction are not copied to the new transaction.
• If Tax was originally turned off in the completed transaction and subsequently turned on, when you make changes to the copy that have Tax implications (such as adding a discount line item), Tax will be calculated and added to the copy.

Yes! In the menu tap the Notes + button to create a note that includes text and/or a photo.

• Enter the note text.
• Tap the camera to take a photo or choose an existing one from your camera roll.
• You can assign the note to a customer or leave it unassigned to attach to a transaction later.
• To find your unassigned note later, open the menu and tap Notes.
• Browse or search to find the note, and tap to open it.
• Tap the edit button to update the text or photo, or assign the note to a customer.
• Tap the delete button to delete the note.

To add a note to a transaction

Open the estimate, invoice, sales receipt, or payment, and tap the note button at the bottom of the page.

• Tap Create Note to create a new one.
• Tap Attach Existing Note, select one or more existing notes, and tap Attach.
• If you attach a note to a transaction, it moves from your notes list to the transaction Activity page.

To remove a note from a transaction

• Open the transaction and tap Activity.
• Tap the note to open it, and tap the action button .
• Tap Remove from to remove the note from the transaction.
• Notes you remove are added to the customer unless they're from a sales receipt that has no customer, then they're moved to the Company Activity feed.

To add a note from your Company and Customer activity feeds

Tap the + at the bottom of the page and tap Note.

• In the menu tap the Notes button.
• Tap Assign To and select the customer.
• Enter your note and/or photo, and tap Save.
• To assign the note to a different customer, tap the edit button and select a different customer.
• While you can only assign a note to one customer, you can select all of the content in a note and paste it into a new note, if desired.

• In the menu tap Customers to see your customer list.
• Find and tap the customer's name to see their activities.
• Tap the customer's name and scroll to the bottom of the customer info page.
• Your note appears in the Other Details field.

You can easily find transactions in a list by searching and applying one or more filters. To search within a list and filter the contents, open the list and:

• Tap the magnifying glass .
• Type a keyword, name, or number in the search field. As you type, the list instantly shows records that match your entry.
• To filter the list, tap a filter and select an option. Filters vary based on the list you're searching.
• When you choose a filter, the name appears above the list.
• To show and hide the search field and filters, tap the magnifying glass .
• To turn a filter off, tap the x.

QuickBooks Online for iPhone currently shows only the customers and transactions that use your home currency. If you have customers and transactions that use other currencies, you'll need to view and work with them in QuickBooks Online.

• When adding or updating tax on your transactions, you'll see the same tax code settings you currently use in QuickBooks Online.
• See QuickBooks Online Help on the web for more information about working with tax.

Note: In our FAQs we refer to all taxes as "tax." In the app you'll see the taxes that apply to you (such as state and so on).

To manage taxes for your business, go to Settings > Manage Tax Rates. There you can:

• View a list of all your tax codes
• Add single and combined tax rates
• Edit an existing tax rate

See QuickBooks Online Help on the web for more information about working with tax.

To add a tax rate

1. From Settings, tap Manage Tax Rates.
2. Tap + and select Single tax rate or Combined tax rate.
3. For a Single rate: Add your new tax name, agency, and rate. Tap Done and Save.
4. For a Combined rate: Add your new name, agency, and rate for 2 or more components.(Combined rates can include new and existing rates.) Tap Done and 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.

To edit a tax rate

1. From Settings > Manage Tax Rates, tap the rate you want to edit.
2. Tap the edit button , make your changes, and tap Save.

Note: You can change single and combined rate names, and you can change single rates. You can't change tax agencies.

To change the tax on a transaction

Edit the estimate, invoice, or sales receipt and:

1. Tap Tax and select a different tax from the list.
2. You can also tap + to create a new tax rate, and then select it.
3. Tap Save.

To deactivate a tax code

1. From Settings > Manage Tax Rates, tap the tax code you want to deactivate.
2. Tap the delete button and then tap Deactivate.

Note: When you deactivate a tax code, it's permanently removed from the list and can't be restored.

• When you create a new transaction in QuickBooks Online for iPhone, the next custom number in the sequence is assigned to your transaction.
• If you change the number, you'll start a new custom number sequence.

In the menu tap Customers to see all of your customers.

• Tap the magnifying glass and tap Status. You can filter the list to see Open, Overdue, or Recent customers. See How do searches and filters work? for more info.
• If the customer has an outstanding balance, it's listed next to the customer's name.
• The customer info page shows a summary of the customer's transactions, including estimates, invoices (open, overdue, paid), payments, and sales receipts.
• Tap the Details button to see their contact details, terms, and additional information.
• To edit the information, tap the edit button , make your changes, and tap Save.
• Tap the phone number or email address to call or send the customer email.
• Tap the pin or the customer's address to see their location on the map and get directions. See Can I get maps and directions for customers? for more info.

To add a customer

• In the menu tap the Customers button, or on the Customers page tap . Enter and save the information.
• On the New Estimate, Invoice, Receive Payment, and Sales Receipt pages, tap Select a Customer and tap the customer name. Enter and save the information.

To import a customer from your contacts

Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON.

• In the menu tap the Customers button, or on the Customers page tap .
• Tap the contacts button .
• Tap any name in the Add from Contacts list to import the available info.
• Add any additional details and tap Save.

To add a sub-customer, see Can I view and add sub-customers?

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

Why use sub-customers?

Use sub-customers to track the cost of work and services you provide for a customer.

• You can have up to 4 levels of sub-customers below a parent customer. 1 or 2 sub-customer levels work for most businesses.
• You can change the parent customer associated with a sub-customer, but you can't edit a parent customer to make it a sub-customer, or edit a sub-customer to make it a parent customer.

To add a new sub-customer

1. In the menu tap the Customers button.
2. On the New Customer page, scroll to the bottom and tap Is this a sub-customer? to turn the setting ON. You'll see the Sub of field and Bill with parent options.
3. Add the parent customer name in the Sub of field.
4. If this sub-customer should be billed with the parent, tap Bill with parent? to turn the setting ON; otherwise you'll bill this customer, not the parent. See QuickBooks Online Help on the web for more about the "Bill with parent" and "Bill this customer" settings.
5. Add the phone, email, address, terms, and any notes.
6. Save your entries.

Yes! When you create a new estimate, invoice, or sales receipt, enter your message in the Customer Message field at the bottom of the page.

Yes! Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON.

• In the menu tap the Customers button or the Vendors button and then:
• Tap the contacts button .
• Tap any name in the Add from Contacts list to import the available info.
• Add any additional details and tap Save.

• In the menu :
• Tap the Estimates button to create a new estimate.
• Tap Estimates to see your estimate list.
• Tap the magnifying glass and tap Date to filter by dates. See How do searches and filters work? for more info.
• From the customer info page, tap + and then tap Estimate.
• Tap an estimate to take additional actions to preview and edit .
• Tap the action button to email, convert to invoice, copy, print, or delete.

Yes! Open the estimate, tap the action button and then tap Convert to Invoice. Once the invoice displays, tap Save.

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

• In the menu :
• Tap the Invoices button to create a new invoice.
• Tap Invoices to see your invoice list.
• Tap the magnifying glass and tap Status to filter the list and see Open, Overdue, or Paid invoices. You can also tap Date to filter by dates. See How do searches and filters work? for more info.
• Open and overdue invoices are sorted by due date.
• The paid invoices list sorts the most recently paid on top.
• From the customer info page, tap + and then tap Invoice.
• Tap an invoice to take additional actions to preview and edit .
• Tap the action button to email, copy, print, or delete.

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

• In the menu :
• Tap the Sales Receipts button to create a new sales receipt.
• Tap Sales Receipts to see your sales receipt list.
• Tap the magnifying glass and tap Date to filter by dates. See How do searches and filters work? for more info.
• From the customer info page, tap + and then tap Sales Receipt.
• Tap a sales receipt to take additional actions to preview and edit .
• Tap the action button to email, copy, print, or delete.

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

Note: If you currently use GoPayment to accept credit card payments from your customers, you can use it within our app when you create a sales receipt. See Can I accept credit card payments using GoPayment? for more info.

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

Receive a payment

1. In the menu tap the Payments button to create a new payment.
2. On the Receive Payment page:
• Select the customer who paid you and enter the payment details.
• If the Payment Amount you enter matches an open invoice exactly, the amount is applied to that invoice; otherwise, the amount 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.
• When you finish entering payment details, tap Save.

Other ways to receive a payment:

• In the menu tap Payments and then tap +.
• While viewing the customer's open or overdue invoices, scroll to the bottom of the invoice and tap Receive Payment.

View payment details

• In the menu tap Payments. As you receive payments, they're listed here.
• Tap the magnifying glass and tap Date to filter by dates. See How do searches and filters work? for more info.
• Tap a payment to see the details.
• When an invoice is paid in full, the BALANCE due is $0.00, the status is PAID, and any additional amount the customer paid is listed as the UNAPPLIED AMOUNT.

Edit or delete a payment

• In the menu tap Payments.
• Tap the payment to see details.
• Tap the edit button , make your changes, and tap Save.
• Tap the delete button to delete the payment.

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

Note: If you currently use GoPayment to accept credit card payments from your customers, you can use it within our app when you create a payment. See Can I accept credit card payments using GoPayment? for more info.

Yes! If you currently use GoPayment and it's connected to your QuickBooks Online, you'll see it in our app when you create a sales receipt or payment. Just swipe your customer's credit card or type in their card information to accept a payment.

• If you're using the GoPayment reader, plug it into your iPhone and be sure the iPhone volume is on the highest level.
• If you don't have a reader, you can 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 our app saves you time because the payments get recorded directly in QuickBooks Online—no need to import or add them to QuickBooks Online later.
• GoPayment credit card processing is turned on by default, but if you'd prefer not to use it in our app, open the menu , tap SETTINGS, and turn GoPayment OFF.
• Payments you process with GoPayment through our app won't appear in the standalone GoPayment app.
• To learn more about GoPayment or sign up for it, visit Intuit Merchant Services.

To accept a payment using GoPayment

On the New Sales Receipt or Receive Payment screens:

1. Specify the customer, date, 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.)
2. Tap Credit (the payment method) and tap Next.
3. If the card reader is plugged in, swipe the customer's credit card; otherwise tap Key Enter Card.
• If typing the card information, enter the credit card number, expiration date, and card holder name.
• Tap Next and enter the security code and customer billing address ZIP code.
• Red highlights show any entries you need to correct.
• Tap Next.
4. (Optional) Have the user “sign” with their finger. They can clear and sign again, if desired.
5. Tap Charge, then tap Confirm to process the charge. When you've received the payment, you'll see “Success Transaction approved!”
6. To email the sales receipt or payment containing the GoPayment transaction information, open the transaction and:
• Tap the action button.
• Tap Email.
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.

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.

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.

To 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 action button .
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 email a transaction paid using GoPayment

1. Open the Sales Receipt or Payment and tap the action button .
2. Tap Email

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.

When you pay for a business expense, you can enter the amount you paid, the vendor (payee) you paid, and the account you paid from. You can split an expense between different categories and/or customers, attach a receipt photo to an expense, edit and delete expenses.

To view expenses:

• In the menu tap Expenses to see your expense list.
• When you attach a receipt photo to an expense, you'll see a paperclip .
• Tap an expense to see details.
• You can search and filter the list to quickly find an expense.
• Tap the magnifying glass and tap Group By and/or Date.
• The Group By filter lets you see expenses grouped by supplier, customer, category, or account.
• You can use the Group By and Date filters together. See How do searches and filters work? for more info.

To add an expense, attach a receipt photo, or split the expense:

• In the menu tap the Expenses button to create a new expense.
• Enter the amount you paid, and how you paid (tap Credit, Check, or Cash).
• Select the bank or credit card account you paid from.
• If the account isn't listed on the Select Account page, tap +, enter the account name and description, and tap Save.
• Enter the remaining information, including who you paid.
• If the vendor isn't in your Payees list, tap +, enter the new vendor info, and tap Save.
• See the QuickBooks Online Help on the web for info about tracking 1099 payments.
• To attach a photo of the receipt, tap the camera and take a photo, or choose a photo from your camera roll.
• If you take a photo while creating the expense, it's attached to the expense.
• To add it to your camera roll, tap the action button and save it to your camera roll.
• To split the expense between customers or categories, tap Add a Split.
• Enter the split amount, select the expense type/category, the customer it was for (when this preference is turned on in QuickBooks Online on the web), and any notes.
• Tap Done and then tap Save.

To edit or delete an expense:

• Tap the expense to see details.
• Tap the edit button , make your changes, and tap Save.
• Tap the delete button .

• In the menu tap the Vendors button, or on the Vendors page tap .
• Enter and save the vendor information.
• See the QuickBooks Online Help on the web for info about tracking 1099 payments.

To import a vendor from your contacts

Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON.

• In the menu tap the Vendors button and then:
• Tap the contacts button .
• Tap any name in the Add from Contacts list to import the available info.
• Add any additional details and tap Save.

• In the menu tap Estimates, Invoices, or Sales Receipts.
• Tap + and then tap Add Item.
• On the Select Items page, tap the button.
• Enter the item name, description, price or rate, turn the taxable setting on if the item is taxable, select the appropriate account for the product or service, and select the parent item (if applicable).
• See the QuickBooks Online Help on the web for info about tracking 1099 payments.

To see your complete list of product and service items, in the menu tap Products & Services. See How do I view and add items for products and services? for more info.

• In the menu tap Products & Services.
• To add a new product or service, tap the button. On the New Item page:
• Enter the item name, description, price or rate, turn the taxable setting on if the item is taxable, select the appropriate account for the product or service, and select the parent item (if applicable).

To add an item when you're creating a transaction, see How do I create a new item to add to my transactions?

Yes! If you use service dates in QuickBooks Online on the web, you'll see the Service Date field on the Item Details page. You can add and update the date to show when you actually finished the work.

See the QuickBooks Online Help on the web for more information about service dates.

Yes! Your iPhone Location Services setting must be ON for your iPhone and for the QuickBooks Online for iPhone app. To find and turn the settings on:

• In iOS 7.x.x and later, go to iPhone Settings > Privacy > Location Services

To get back to QuickBooks Online for iPhone, just double-tap your iPhone Home button and then tap the QuickBooks Online for iPhone icon .

Once settings are on, tap the customer's address to see their location on the map and get directions.

If you entered data in a custom field in QuickBooks Online, you'll see the custom field and the data when you preview the invoice or sales receipt. If you didn't enter data in a custom field, the field won't display.

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

• Open invoices have open balances.
• 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.
• Paid invoices are paid in full.

If you filter the invoice list using the “Open” filter, both open and overdue invoices display.

Yes! If you haven't set up an email account in your phone's Settings, do that first. Then open the record and tap the preview button to view the record before you send it.

From any transaction you can tap the action button and then tap Email.

Yes, all you need is a supported AirPrint-compatible printer! To print a transaction the way it appears when you preview, tap the action button and then tap Print.

You can choose any supported AirPrint-compatible printer, specify the range of pages to print, and select the number of copies. See the:

• iOS AirPrint 101 page for supported printers and system requirements.
• AirPrint troubleshooting assistant for help resolving printing issues.

If you have overdue invoices, we show a popup message to let you know.

When you sign out of the app, we'll schedule a notification for 9am the next day. (We're polite, and will only display a notification if you haven't already opened that company on your phone by 9am that day.)

Notifications are on by default, but you can turn them off in your app's settings or your phone's settings:

• In the menu tap SETTINGS and turn Invoice Notifications OFF.
• On your iPhone, tap Settings > Notifications Center > QuickBooks.
• Under Alert Style, tap None to stop receiving banners or alerts.
• You can also turn Notification Center OFF to prevent QuickBooks notifications from being added to the Notification Center panel.

Certainly! In the menu tap SETTINGS > Send Feedback. We'd love to hear from you and will be happy to answer your question.

See our terms of service and privacy policies here:

• Intuit QuickBooks Online TOS
• Intuit Small Business Privacy Statement