Our Customer Support team is happy to help you! Call them at 800.330.2052 (M-F 6 am - 6 pm PT; Sat 6 am - 3 pm PT).

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

• View, create, and edit customers and sub-customers.
• View, create, edit, and delete estimates, invoices, payments, and sales receipts.

Visiting a customer?

• See if there are overdue invoices you can resolve 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 Mobile.

QuickBooks Mobile is always in sync with QuickBooks. Customer, quote, invoice, sales receipt, and payment data you add or update in QuickBooks is immediately available in QuickBooks Mobile. And any data you add or update in QuickBooks Mobile is immediately available in QuickBooks. Wherever you decide to work, your data is always up to date and available.

We currently support iOS 5.x.x through iOS 6.x.x.

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

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

If you just made a change in QuickBooks 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.

If you still don't see your latest data, you can refresh all of the QuickBooks 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 > Settings > PIN Settings.

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.

On the Select your company page, (QBO) indicates QuickBooks Online company files.

QuickBooks Mobile 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.

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 (customer, estimate, invoice, payment, or sales receipt). You can also tap + at the bottom of the customers 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.
• If sales tax was originally turned off in the completed transaction and subsequently turned on, when you make changes to the copy that have sales tax implications (such as adding a discount line item), sales tax will be calculated and added to the copy.

• When adding or updating tax on your transactions, you'll see the same tax code settings you currently use in QuickBooks.
• You can create new tax codes and custom taxes in QuickBooks.
• See QuickBooks Help for more information about working with tax.

When you create a new transaction in QuickBooks Mobile, the next custom number in the sequence is assigned to your transaction.

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

• Tap the drop-down arrow to change the view from All to Open, Overdue, or Recent customers.
• You can search to find any parent customer in the list.
• 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 any group of transactions to see the list.
• Tap the customer name and then tap DETAILS for their contact details, terms, and tax 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 add a sub-customer, see Can I view and add sub-customers?

Yes! If you currently use sub-customers in QuickBooks, 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 change "Is this a sub-customer?" from NO to YES. 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, leave the default YES.
   Note: If you select NO, you'll bill this customer, not the parent. See QuickBooks Help for more about the "Bill with parent" and "Bill this customer" settings.
5. Add the phone, email, address, and terms, and confirm that the entries are correct.
6. Save your entries.

To find a sub-customer in the customer list:

• Search for the parent customer and then browse to find the sub-customer.

• In the menu :
• Tap the Estimates button to create a new estimate.
• Tap Estimates to see your estimate list. This view shows estimates for the last 6 months, with your most recent one on top.
• From the Customer Info page, tap + and then tap Create 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.

• In the menu :
• Tap the Invoices button to create a new invoice.
• Tap Invoices to see your invoice list. This view shows invoices for the last 6 months, with your most recent one on top.
• Tap the drop-down arrow to view all, open, overdue, and paid invoices.
• 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 Create Invoice.
• Tap an invoice to take additional actions to preview and edit .
• Tap the action button to email, copy, print, or delete.

• In the menu :
• Tap the Sales Receipts button to create a new sales receipt.
• Tap Sales Receipts to see your sales receipt list. This view shows sales receipts for the last 6 months, with your most recent one on top.
• From the Customer Info page, tap + and then tap Create Sales Receipt.
• Tap a sales receipt to take additional actions to preview and edit .
• Tap the action button to email, copy, print, or delete.

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 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.

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

• In iOS 5.x.x, go to iPhone Settings > Location Services
• In iOS 6.x.x, go to iPhone Settings > Privacy > Location Services

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

• Open invoices have open balances but aren't yet overdue.
• 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.

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.
• Email button to send the record to the customer.

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.

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:

• QuickBooks Mobile TOS
• Intuit QuickBooks Online TOS
• Intuit Small Business Privacy Statement