• Email us here. Typical response time is 1-2 days.

• Call us! 1800-102-5599

• Send us feedback! Like what you see? Need something that is not in the app today? Tell us – our best ideas start with you!

  In the menu , tap Settings > Send Feedback. We look forward to hearing from you!

These are key QuickBooks activities you can do on your iPad:

• Manage customers and suppliers, and see your customers’ outstanding balances
• Create professional estimates, invoices, and sales receipts, and email them to customers
• Manage expenses, split them between categories, and attach photos of expense receipts to your invoices
• Record payments and mark invoices as partially or fully paid
• Set up and manage tax for your business

When you need more robust functionality, use QuickBooks Online on the web to do things like:

• View reports
• Make deposits so payments received are reflected in your bank account balances
• View and pay tax liabilities

To subscribe

1. Tap the menu > Subscribe.
2. Tap the subscription button and sign in to iTunes.
3. When you are prompted to confirm you want to subscribe, tap Confirm.

To cancel your subscription

If you purchased your subscription from your QuickBooks Online iPad app, here's how to turn off the auto-renewal setting from your iPad:

1. Open your iPad's Settings, then choose iTunes & App Stores.
2. Tap the Apple ID button (first button on the right side of the screen).
3. Tap View Apple ID.
4. Enter your Apple ID password.
5. Under Subscriptions, tap Manage.
6. Select your QuickBooks Online subscription, then set Auto-Renewal to Off.

iTunes charges your account in advance of each period, so you can continue to access QuickBooks until the current billing period expires. Turning auto-renewal off prevents your card from being charged at the start of the next cycle.

For more about managing your auto-renewing subscriptions, go to support.apple.com/kb/ht4098.

Note: If you had a paid subscription that expired, you will continue to have read-access to your data for up to 1 year. If you only had the free trial and it expired, you will continue to have read-access to your data for up to 90 days.

The way you will update your credit card information for your QuickBooks Online subscription depends on how you originally paid.

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

Web: If you paid through QuickBooks Online on the web, do the following 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.

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

1. Open your iPhone’s Settings and tap iTunes & App Store.
2. Tap your Apple ID (near the top 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.

Android: If you paid through Google Play on your Android device, do the following 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.

Settings help you customise QuickBooks Online on your iPad, saving you time and effort. Here's an overview of what you will find in Settings—try them out for yourself!

• Company. This is where you will set up the contact details about your company and your company's logo. You can also display the Registers option in your menu to see your account balances and transactions. And you can set Google Maps as the default app to launch for directions.
• Sales Forms. You can customise the email messages that accompany the invoices, estimates, and sales receipts you send to customers. They'll save you time and give you a personal touch with your customers.
• Contacts. If you have contacts in Gmail or Yahoo Mail, QuickBooks can access your contacts in those places and use that information to autofill contact fields in QuickBooks. This is a huge time-saver since you do not have to reenter contacts.
• Reminders for invoices due. When reminders are on, you will see a single notification summarising overdue invoices each morning at 9 am. Tapping the notification opens your Company Activity feed so you can see what needs your attention.
• Account. Here's where to see how much time is left on your QuickBooks subscription before it is time to renew it. And if you'd like a little extra security on your QuickBooks information, you can set a passcode that you will have to enter each time you use QuickBooks on the iPad.
• Manage Tax Rates. You can set up and add new tax for your business. As your business expands to new places, you can collect the correct tax so you're ready for tax time.
• About. OK, not really a setting, but this is important information if you ever need to talk to us here at Intuit. It includes the version of the app, links to our terms of service, privacy policy, and 3rd party components. If you are experiencing issues, you can also send us an error log so we can help you. If you need to re-download your QuickBooks data to your iPad, you can even do that!
• Send Feedback. Please tell us what you think—we want to know how we can make the app even better for you.
• Rate Us in the App Store. We'd love for you to rate us and share what you think with potential users. We hope you will give us 5 stars and share what you love!
• Sign Out. Tap here to close your current session and exit from the app.

It could not be easier!

1. Tap the menu > Settings > Company > Company Information.
2. Tap the camera and take a photo or choose an existing photo from your camera roll.
3. Tap Save.

Tip: If you saved your logo on your computer, you can email it to yourself to open it on your iPad. Just open the email, tap and hold the logo attachment, and save the image when prompted. Then you can import it from your camera roll.

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

To add notes and photos

1. Tap the menu > Notes > > Note.
2. Enter your note text and tap the camera to include a photo in the note.
3. To attach the note to a customer, tap Choose a Customer and tap the customer's name.

You can create a note wherever you see the add button . Just tap > Note.

To attach a note to a transaction

1. Open the transaction and tap the note button .
• Tap the filter button to choose from the different notes you have created (for customers, expenses, and all).
• Tap the paperclip button to attach the note.

Here's how you might use notes and photos if you owned a pet-sitting business:

• Each time you create a customer, add notes about their pets, such as their names, medications, and dietary issues.
• On your first visit, take photos of the dog or cat, their favourite toys, or favourite hiding places.
• At your home, take photos of yourself with your own pets to attach to the invoices you send, to show customers you are an animal lover, and remind them of the great service you gave them and their pets.

To add customers and suppliers from your iPad's Contacts app, be sure your iPad's Settings > Privacy > Contacts > QuickBooks setting is ON. Then,

1. In QuickBooks Online on your iPad, tap the menu and tap Customers or Suppliers.
2. Tap the add button > Customer or Supplier. As you begin typing the person's name, QuickBooks suggests names from your Contacts list that match. Be sure to type at least 3 letters to cause suggestions to appear.
3. Tap the desired name to autofill the person's information from your Contacts list.
4. Tap Save.

To add customers and suppliers from your Gmail or Yahoo Mail lists:

1. In QuickBooks Online on your iPad, tap the menu > Settings > Contacts.
2. Tap Google Gmail or Yahoo! Mail.
3. Enter your ID and Password for the app and sign in. (Once you connect to any of these apps, QuickBooks remembers your contacts and can suggest names, and automatically fills in the information when you start to create a new customer or supplier.)
4. Back in QuickBooks on your iPad, tap the menu and tap Customers or Suppliers.
5. Tap the add button > Customer or Supplier. As you begin typing the person's name, QuickBooks suggests names from the Contacts list that match.

Yes! To add a dash of personality to your sales forms:

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/ with the same username and password you use to sign in on your iPad.
2. Tap the gear > Company Settings > Sales > Customise look and feel.
• Give your sales forms a lift by adding your logo and colour scheme, using the fonts you love. And try fun templates with names like Airy, Fresh, Friendly, and Bold, that reflect your identity.
• You can also tailor form headers, fields, and columns, and add customer messages on your invoices.

As you add your logo, apply styles, adjust fields, and add messages, you will see a preview of exactly what your form will look like before you save your changes. Have fun!

Note: To add additional fields to your forms, you need QuickBooks Essentials or QuickBooks Plus.

Check out your Activity Feed. It lists your recent activities and transactions. All your activities are shown by default, but you can filter the list to see notes or specific types of transactions, including those needing your attention. To see your feed:

1. Tap the menu > Activity. Your most recent activity is at the top.
2. To see specific activities, tap Activity and tap any option.
3. You can also type a keyword, name, or number in the search field to find transactions and notes. As you type, the list instantly shows records that match your entry.

To create transactions, contacts, or items

From most any page:

1. Tap the add button at the top of the page.
2. Tap what you want to create, such as Customer, Invoice, or Note.

To edit contacts, transactions, or items

1. Tap the transaction or contact name to open it. If it is editable, you will see the edit button .
2. Tap the edit button , make your changes, and tap Save.

Give your customer an estimate for the work or service you'll provide. When you've both agreed on the scope and cost of the job, you can have your customer sign the estimate right on your iPad and then convert the estimate to an invoice.

From most any page:

1. Tap the add button > Estimate.
2. Choose the customer's name.
3. Tap in the items area to add the products and services you will provide.
4. Tap the note button to add an existing note (optional). You can also:
• Create a new customer note and photo.
• Add a personal message to the customer.
5. Tap Save.
6. Tap the action button to preview, email, print, create a duplicate of the estimate, or delete it.
7. When your customer approves the estimate, tap Get Signature at the bottom of the page and have them sign using their finger.
8. Tap Convert to Invoice and save the new invoice.

When do you give your customer an invoice? When they plan to pay you later for the goods or services you have provided. Your invoice includes the payment terms that specify when payment is due. If your customer pays you immediately when you have finished the job, use a sales receipt.

From most any page:

1. Tap the add button > Invoice.
2. Choose the customer's name and tap in the items area to add the products and services you provided.
3. Tap the note button to attach a note.
• Tap the filter button to choose from the different notes you have created (for customers, expenses, and all).
• Tap the paperclip to attach the note. You can also create a new customer note and photo.
• Tap the Tax, Discount, and Shipping fields and enter the amounts, if applicable. (See How do I manage my business tax codes and rates? if you need to set up tax for your business.)
• You can also add a personal message to the customer.
4. When you are done, tap Save. If you need to edit the invoice, just open it and tap the edit button .
5. Tap the action button to preview, email, print, create a duplicate of the invoice, or delete it.
6. When your customer approves the job, you can get their signature at the bottom of the invoice!
7. Later, when your customer pays you for the job, return to the invoice and tap Receive Payment to enter the payment amount and details.

When do you give your customer a sales receipt? When they pay you on the spot for goods or services; otherwise give them an invoice to pay you later, and include the payment terms that specify when payment is due.

From most any page:

• Tap the add button > Sales Receipt.
• Choose the customer's name and tap in the items area to add the products and services you provided.
• Tap the note button to attach a note (optional).
1. You can create a new customer note and photo.
2. You can also add a personal message to the customer.
• Tap Save
• Tap the action button to preview, email, print, create a duplicate of the sales receipt, or delete it.
1. Receive Payments transactions created on the iPad or iPhone are automatically placed in Undeposited Funds. You will need to sign into QuickBooks Online on the web, and click > Other > Bank Deposit to move the funds to your bank account.

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

Receive a payment

From most any page:

1. Tap the add button > Payment.
2. On the New Payment page:
• Choose the customer who paid you.
• 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.
3. When you finish entering payment details, tap Save.

View payment details

1. Tap the menu > Sales.
2. Tap the left filter button (it is set to Invoices by default) and tap Payments.
3. Locate and tap the payment to open it, and then tap the payment line 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, delete, or email a payment

1. Tap the menu > Sales.
2. Tap the left filter button (it is set to Invoices by default) and tap Payments.
3. Tap the payment to open it.
• Tap the edit button , make your changes, and tap Save.
• Tap the action button to delete or email the payment.

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

To view expenses

In the menu , tap Expenses to see your expense list.

• If you don't have any expenses yet, tap the add button > Expense and create your first one!
• You can sort expenses by Date (default), Category, Supplier, or Account. Tap the date filter to choose the timeframe to view.
• You can also search to quickly find an expense.
• Tap an expense to see the details.

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

From most any page:

1. Tap the add button > Expense.
2. Enter the amount you paid, and how you paid (tap Credit, Cheque, or Cash).
3. Select the bank or credit card account you paid from.
• If the supplier isn't in your supplier list, tap + Create a new Supplier, enter the new supplier info, and tap Save.
• If you don’t see the expense category you want, tap + Create a new Category, enter the account name, description, and other details, and tap Save.
• Choose the tax rate that applies to the expense.

• 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 split the expense between customers or categories, tap + Add a split.
• Enter the split amount, select the expense category, the customer it was for (when this preference is turned on in QuickBooks Online on the web), and any notes.
• Tap Tax and specify whether tax is included in the amount, excluded from the amount, or out of scope.
• Tap Save.

To edit or delete an expense

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

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 regional and so on).

If you haven't yet created a tax rate for your business, do that first, and then you can view and manage your tax rates.

Set up your first tax rate

1. Tap the menu > Settings > Set Up Tax > New Tax.
2. If we can determine the applicable taxes for your company, based on your company address, you'll see them listed. Review the settings and make changes if necessary. If we can't determine the applicable taxes for your company, you'll manually enter the information.
3. Tap Save.
4. To create an additional tax, tap New Tax and then tap Single Rate, Combined Rate, or Custom Tax Rate.
   • For a Single Rate: Choose the agency, add your new tax rate name and description, choose whether the rate applies to sales, purchases, or both, and complete all additional required fields. See QuickBooks Online Help on the web for more information about using a single tax rate.
   • For a Combined Rate: Add your new combined tax rate name and description, choose the tax rate for 2 or more components, and specify whether the tax applies to the net amount, net+tax amount, or only the tax amount.
   • For a Custom Tax Rate: Enter the tax name, agency, account number, filing frequency, and reporting method, and specify whether the tax applies to sales, purchases, or both. (Complete all additional required fields.)
5. Tap Save.

Note: Use a Combined Rate if your tax agency makes you break down this tax into multiple parts, such as city, county, and regional taxes.

Manage tax rates

Tap the menu > Settings > Manage Tax Rates. There you can:

• View a list of all your tax codes.
• Add single, combined, and custom tax rates.

Change the tax on a transaction

1. Open the transaction (such as an invoice or sales receipt), and tap the edit button .
2. If tax is applicable to your line item amounts, tap any tax rate or amount field to make changes. If you need to create a new tax rate, tap Create a new Tax Rate.
3. Tap Save.

Change tax rates in QuickBooks Online on the web

See QuickBooks Online Help on the web for more information about working with tax, and more things you can do to manage your tax.

To view and add a new product or service item:

1. Tap the menu > Products & Services to see your existing items.
2. To create a new item, tap New Product/Service.
3. On the New Item page, enter the item name, description, and price, and choose the appropriate account.
   • If this is a sub-product or service, turn the setting on and choose the parent.
   • If the item is taxable, turn Taxable ON.

If you are new to QuickBooks, here's how product and service items work, and how you might use them:

• Products and services are the things you sell to your customers. Whenever you send a customer an estimate or an invoice, you'll need to tell them what they're paying for. These are the products that you sold to them or the services that you did for them. So creating these products and services are critical to using QuickBooks.
• In QuickBooks, products and services are also called items.

Is there a difference between products and services?

It makes no difference in QuickBooks whether you are selling products or services, but it is important that you understand the difference so you can set up QuickBooks in a way that makes sense for your business.

Products

If you have a business where you sell physical things, then you have a product-based business. Whether you sew wedding dresses and sell them on Etsy and eBay or resell plumbing supplies, you will create product items for each product you sell. Then when you create an invoice, you will add each product you have sold your customer on the invoice and how many you sold for the quantity.

Services

If you have a business where you charge for work you perform for others, you probably have what we call a service-based business. That means that customers pay for your expertise and services.

If you are a service business, what you sell could be time you spend on a project or a flat fee for a specific service.

Here's how you can use service items a business.

• Charging for your time
  Let us say I have a pet care business that includes dog walking and training. I charge my customers €30 an hour for my time for these two services. So I create two different service items--one for dog walking and one for dog training--and set the price as €30. Now when I fill out an invoice, I select the service item I'm charging my customer for. Then for the quantity, I select the number of hours I spent performing that service.

• Charging a flat fee for a service
  In my pet care business, I also have services I just charge a flat fee for. For example, I have clients who order special dog food from me and I deliver it to them. I charge them a flat fee for the delivery. I'm still performing a service (the delivery) but I'm only charging a single flat fee for that service. When I create my invoice, I select the delivery service and for the quantity, I select the number of times I performed that service, not the hours I spent. Remember, I'm only charging a flat fee for this service so it does not matter how many hours I spend doing it.

What if you are selling products and services?

On any invoice, you can add whatever combination or products and services you are selling. If you have a roofing business, then you will need to charge your customers both for the services (the number of hours your team spent putting on the new roof) as well as a product (the roofing materials).

If you do not need to keep track of how much of a given product you have on hand, tap the menu > Products & Services to see your items list.

If you need to keep track of “quantity on hand,” you will do this in QuickBooks Online on the web at https://qbo.intuit.com/.

• You must set up new inventory items in QuickBooks Online on the web before you can use them in the iPad app. When creating a new Product or Service, just be sure to check "Track Quantity on Hand."
• Using inventory items on an invoice or sales receipt in the iPad app will accurately decrease the inventory levels (quantity on hand) tracked in QuickBooks.

Yes! If you use QuickBooks Plus and you currently use class or location tracking in QuickBooks Online on the web, you'll see your class and location fields on estimates, invoices, sales receipts, and expenses, and you can create new ones.

If you do not currently use class or location tracking, be sure you have QuickBooks Plus and then turn the features on in QuickBooks Online on the web, to be able to track finances for multiple business locations, and assign expenses and income to “classes” so they’re easier to track.

To turn location tracking on

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
2. Tap the gear > All Lists > Locations > New.
3. Enter and save location info for each location you want to track.
4. Tap the gear > Company Settings > Categories > Track locations.

To turn class tracking on

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
2. Tap the gear > All Lists > Classes > New.
3. Enter and save the class name and details.
4. Tap the gear > Company Settings > Categories > Track classes.

See the QuickBooks Online Help on the web for more information about class and location tracking.

To see your cash flow and account activities, and add new accounts:

1. Tap the menu > Account History.
2. Tap the Account Type filter button and tap Banks and Credit Cards, Accounts Receivable, or Accounts Payable to see activities for each type of account.
3. To add a new bank, credit, or expense account, tap New Account, enter the details, and tap Save.

Tap the menu > Reports. By default, the Profit & Loss report displays. Tap Profit & Loss to choose between the different reports.

• Profit & Loss shows a graph of your income and expenses. Tap the reports buttons to switch between the graph and the summary of your income, profit, expenses.
• Invoices by Status shows your open, overdue, and paid invoices. You can quickly locate customers and transactions that are overdue, so you can follow up with them.
• Invoices by Month shows how your business is doing over time. Are you holding steady, decreasing, or trending upward?

For more reports:

• Sign in to QuickBooks Online on the web at https://qbo.intuit.com/ with the same username and password you use to sign in on your iPad, and select Reports.
• You'll find at least 25 reports to help you gain deeper insight into how your business is doing.

All you need is a supported AirPrint-compatible printer!

• You can see a list of compatible printers on Apple's website at https://support.apple.com/kb/HT4356.
• 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, system requirements, and help resolving printing issues.

Note: Some WiFi-enabled printers lack AirPrint compatibility, and require you to print through the manufacturer's app. You may be able to print to these printers by emailing yourself the transaction from QuickBooks, tapping and holding on the PDF attachment, and choosing Open In > Printing app.

Printing reports

To print reports in QuickBooks Online on the Web:

1. Sign in at https://qbo.intuit.com/ with the username and password you use in the iPad app.
2. Click Reports and click on any report to open it.
3. Click Print.

Tap the menu > Settings > Sign Out.

If you want to prevent others from picking up your iPad and accessing QuickBooks, consider setting a passcode instead. It is secure and faster to re-open the app compared to entering your password every time.

All devices support using a passcode, and newer devices support using Touch ID. You can save time signing in by using a passcode or Touch ID instead of entering your username and password each time you sign in. Here's how to set them up:

Set up your passcode

1. Tap the menu > Settings > Account > Passcode and slide the button right to turn passcode on.
2. Tap and confirm the 4-digit code you will use to open QuickBooks.
• You can turn passcode functionality on and off, enter and change your passcode, and set how frequently you will be prompted to re-enter your passcode.
• If you forget your passcode, just sign in with your username and password and reset your passcode in Settings. If you have multiple devices (iPhone, iPod touch, and so on) you can use different passcodes for each one.

Set up your Touch ID and passcode

Note: you must set up Touch ID for your device before you can use it with QuickBooks.

1. Tap the menu > Settings > Account > Touch ID.
2. Tap OK to confirm that others you give permission to can also set up Touch ID on the device.
3. Tap and confirm the 4-digit passcode you’d like to use.
4. Close or background QuickBooks temporarily, then tap the QuickBooks icon to open it.
5. When you see the Touch ID prompt, place the same finger that you previously used to to set up Touch ID on the Home button to register your fingerprint.

Set how long QuickBooks can be inactive before you must sign in

To set how long QuickBooks can be inactive before you must unlock it with your passcode or Touch ID, tap the menu > Settings > Account > Require Passcode and choose the duration. This reduces the risk of someone else accessing your data if you leave your device unattended.

Before signing into QuickBooks, open your password manager app and add your QuickBooks username and password. The next time you tap QuickBooks to sign in, you will see the key icon where you enter your User ID.

1. Tap the the key icon to open password manager.
2. Tap the password manager icon and enter your password, or use Touch ID to open password manager using your fingerprint.
3. When the password manager opens, tap your QuickBooks username.

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

1. Tap the menu > Settings > Sign Out.
2. Sign in again and choose a different company.

If your account gets suspended

1. Sign in to QuickBooks Online from a Mac or PC.
2. If your credit card has expired, you will be prompted to enter updated credit card information.

Contact us here. Support is free, and we'll respond to your question within one business day!

If you have a different issue with your subscription

Contact us here.

To cancel your subscription

If you purchased your subscription from your QuickBooks Online iPad app, here's how to turn off the auto-renewal setting from your iPad:

1. Open your iPad's Settings, then choose iTunes & App Stores.
2. Tap the Apple ID button (first button on the right side of the screen).
3. Tap View Apple ID.
4. Enter your Apple ID password.
5. Under Subscriptions, tap Manage.
6. Select your QuickBooks Online subscription, then set Auto-Renewal to Off.

• Note: iTunes charges your account in advance of each period, so you can continue to access QuickBooks until the current billing period expires. Turning auto-renewal off prevents your card from being charged at the start of the next cycle.
• If you cancel a paid subscription, you will continue to have read-access to your data for up to 1 year. If you had the free trial but decide not to subscribe, you will continue to have read-access to your data for up to 90 days.
• For more about managing your auto-renewing subscriptions, see support.apple.com/kb/ht4098.

To fix permissions errors and missing data

For the best experience using QuickBooks Online on your iPad, make sure your account has Company Administrator privileges. If your administrator won’t grant you full access, request both Clients and Sales and Suppliers & Purchases access for the next best experience.

If your account has limited access, you may see:

• The error: "Sorry! You do not have permission to access this information. Ask your QuickBooks admin to fix your permission and then try signing in again."
• The Company Activity screen contains incomplete data (e.g., no expenses when there should be some, or no data at all). You may be able to download sales transactions by swiping down on the empty area to refresh your data.
• Tapping "Choose an Account" or "What was it for?" on a new expense shows an empty account list or expense category list.

Here's how a Company Administrator can change privileges for other accounts:

1. Sign in to the QuickBooks Online on the web from a Mac or PC.
2. Go to Company > Manage Users.
3. Click the user whose permissions you want to change.
4. Click Edit.
5. Choose Company Administrator and click Next to conclude the mini-interview and save your changes.

Note: Time-only and Reports-only user accounts cannot sign in to QuickBooks Online on the iPad. The app currently offers basic reporting functionality and no time tracking functionality.

See how Intuit protects your privacy and read our terms of service, TRUSTe, and third party component policies:

• QuickBooks Terms of Service
• Online Security Center
• TRUSTe Certified
• Intuit Third Party Components