GETTING HELP

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If I need help, who can I contact?
  • 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 isn't in the app today? Tell us – our best ideas start with you!

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

BEFORE YOU START

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What if I use QuickBooks for Windows or Mac?

To use QuickBooks Online on your iPad, you'll need a QuickBooks Online subscription—try it free for 30 days! If you currently use QuickBooks for Windows or Mac, unfortunately, you can't access Windows or Mac data from your iPad.

Do you need QuickBooks when you're not at your desk? QuickBooks Online may be right for you if you:

  • Are frequently on the go and need to access customer data, create and send invoices, or send estimates
  • Have multiple locations and need a seamless way to work with partners and employees
  • Work closely with your accountant and want to share access to your business finances
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How can I work on the go on my iPad?

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

  • Manage customers and vendors, 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 sales tax for your business
  • Download and accept transactions from a bank or credit card account

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

  • View reports, including your balance sheet
  • Make deposits so payments received are reflected in your bank account balances
  • View and pay sales tax liabilities
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How do I subscribe or cancel my subscription?

To subscribe

  1. Tap the menu menu button > Subscribe.
  2. Tap the subscription button and sign in to iTunes.
  3. When you're 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'll continue to have read-access to your data for up to 1 year. If you only had the free trial and it expired, you'll continue to have read-access to your data for up to 90 days.

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How do I update my credit card information?

The way you'll 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.
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How can I save time using settings?

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

  • Company. This is where you'll 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 customize 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 don't have to reenter contacts.
  • Reminders for invoices due. When reminders are on, you'll see a single notification summarizing 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's time to renew it. And if you'd like a little extra security on your QuickBooks information, you can set a passcode that you'll have to enter each time you use QuickBooks on the iPad.
  • Manage Tax Rates. You can set up and add new sales tax for your business. As your business expands to new places, you can collect the right sales 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're 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'll give us 5 stars and share what you love!
  • Sign Out. Tap here to close your current session and exit from the app.
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Can I run payroll from my iPad?

QuickBooks Online on the iPad doesn't include payroll functionality, but you can run payroll from QuickBooks Online on the web, or use Intuit's Online Payroll app that's available in the App Store.

* Intuit Online Payroll offers fast and easy payroll on-the-go that automatically syncs with your Intuit Payroll account, so you can:

  • 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

And your data is protected by bank level security.

* This app supports Intuit Online Payroll, QuickBooks Online Payroll, Intuit Full Service Payroll, QuickBooks for Mac Payroll, and Intuit Online Payroll for Accounting Professionals.

FUN THINGS FIRST

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Can I add notes and photos for customers and transactions?

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'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.

To add notes and photos

  1. Tap the menu menu button > Notes > add button > Note.
  2. Enter your note text and tap the camera camera button 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 add button. Just tap add button > Note.

To attach a note to a transaction

  1. Open the transaction and tap the note button note button.
    • Tap the filter button filter button to choose from the different notes you've created (for customers, expenses, and all).
    • Tap the paperclip button 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 favorite toys, or favorite hiding places.
  • At your home, take photos of yourself with your own pets to attach to the invoices you send, to show customers you're an animal lover, and remind them of the great service you gave them and their pets.
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How do I add customers and vendors from my contacts and other lists?

To add customers and vendors 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 menu button and tap Customers or Vendors.
  2. Tap the add button add button > Customer or Vendor. 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 vendors from your Gmail or Yahoo Mail lists:

  1. In QuickBooks Online on your iPad, tap the menu menu button > 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 autofill the information when you start to create a new customer or vendor.)
  4. Back in QuickBooks on your iPad, tap the menu menu button and tap Customers or Vendors.
  5. Tap the add button add button > Customer or Vendor. As you begin typing the person's name, QuickBooks suggests names from the Contacts list that match.
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Can I customize my sales forms?

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 gear button > Company Settings > Sales > Customize look and feel.
    • Give your sales forms a lift by adding your logo and color 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'll 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.

HOW DO I

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See my latest activities?

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 menu button > 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.
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Add or edit a transaction, contact, or item?

To create transactions, contacts, or items

From most any page:

  1. Tap the add button 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's editable, you'll see the edit button edit button.
  2. Tap the edit button edit button, make your changes, and tap Save.
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Add and use estimates?

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 add button > Estimate.
  2. Choose the customer's name.
  3. Tap in the items area to add the products and services you'll provide.
  4. Tap the note button 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 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.
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Add and use invoices?

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

From most any page:

  1. Tap the add button 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 note button to attach a note.
    • Tap the filter button filter button to choose from the different notes you've created (for customers, expenses, and all).
    • Tap the paperclip paperclip button 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're done, tap Save. If you need to edit the invoice, just open it and tap the edit button edit button.
  5. Tap the action button 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.
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Add and use sales receipts?

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 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 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 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'll need to sign into QuickBooks Online on the web, and click qbo global create button > Other > Bank Deposit to move the funds to your bank account.
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Receive payments for open invoices?

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

From most any page:

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

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Accept payments using GoPayment?

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 menu button, tap Settings > Company, 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 action button.
    • Tap Email.
  7. 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 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 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 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.
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Enter and track expenses?

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, and attach a receipt photo.

To view expenses

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

  • If you don't have any expenses yet, tap the add button add button > Expense and create your first one!
  • You can sort expenses by Date (default), Category, Vendor, or Account. Tap the date filter 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 add button > Expense.
  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.
    • If the vendor isn't in your vendor list, tap + Create a new Vendor, enter the new vendor 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.
    • See the QuickBooks Online Help on the web for info about tracking 1099 payments.
  • To attach a photo of the receipt, tap the camera camera button 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 Save.

To edit or delete an expense

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

1. Why should I download my 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.
  • As you categorize additional transactions, QuickBooks learns how to categorize them in the future.
  • When you accept transactions, QuickBooks creates additional records (such as deposits and expenses) to eliminate additional data entry and save you more time!

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.

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.

2. How do I download my 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 iPhone and iPad, so you can categorize and accept them whenever you’d like. After your first download, transactions download automatically (currently once a day), so your mobile devices always have recent bank transactions available to review and accept.

To 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 QBO web transactions button 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 the blue That's it, I'm finished! button.

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”).

Now you're ready to categorize and accept transactions from QuickBooks Online on your iPhone and iPad!

3. How do I review, categorize, match, accept, and exclude transactions?

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

  1. Tap the menu menu button > Banking.
  2. Tap the account that contains transactions you want to categorize. If you have multiple accounts multiple accounts button, swipe through them or tap the list button list button at the bottom of the page to see your list of bank accounts and then tap the one you want.
  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.
    • 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 the details.
    • You can change the category, add a split, select the payee, location, class, and add a memo.
    • When you're done, tap Accept.

Match transactionsmatch transactions button

QuickBooks shows possible matches to payments from customers and purchases from 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 menu menu button > Banking.
  2. Tap NEW TRANSACTIONS to see suggested matches.
  3. If the match is correct, swipe right to accept, or tap the transaction name 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 transfer button

If you transferred money between bank accounts, they appear as transfers in your transaction list.

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

  1. Tap the menu menu button > Banking.
  2. Tap NEW TRANSACTIONS to see transfers.
  3. If the transfer to / from accounts are correct, swipe to the right to accept, or tap the transaction name to see details and make changes.
    • Tap the account if you need to change it.
    • Enter a memo about why you changed the account.
    • When you're done, tap Accept.

Exclude transactions exclude transactions button

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

  1. Tap the menu menu button > Banking.
  2. Tap NEW TRANSACTIONS.
  3. Locate the transaction to exclude and tap the transaction name to see details.
  4. Tap the exclude button exclude transactions button. 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.
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Manage my business tax codes and rates?

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).

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 menu button > Settings > Manage Tax Rates > New Tax Rate.
  2. Tap Single Rate or Combined Rate.
    • For a Single Rate: Add your new tax rate name, agency, and rate.
    • For a Combined Rate: Add your new combined tax rate name, tax rate name, agency, and the rate for 2 or more components. (Combined rates can include new and existing rates.)
  3. 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 state taxes.

Manage tax rates

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

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

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

Edit tax rates

  1. From a Mac or PC, sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
  2. Click Taxes > Sales Tax.
  3. On the right side of the page, under “Related Tasks” click Add/edit tax rates and agencies.

Change the tax on a transaction

  1. Open the estimate, invoice, or sales receipt, and tap the edit button edit button.
  2. Tap Choose Tax and select a different tax rate.
  3. If you need to create a new tax rate, tap Create a new Tax Rate and select it.
  4. Tap Save.

View and pay sales tax liabilities

  1. From a Mac or PC, sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
  2. Click Taxes > Sales Tax.
  3. Click Record Tax Payment to pay sales tax liabilities, or click View Report to see sales tax liabilities in greater detail.
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View and add items for products and services?

To view and add a new product or service item:

  1. Tap the menu menu button > 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're 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're selling products or services, but it's 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'll create product items for each product you sell. Then when you create an invoice, you'll add each product you've 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're 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's say I have a pet care business that includes dog walking and training. I charge my customers $50 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 $50. 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 doesn't matter how many hours I spend doing it.

What if you're 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'll 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).

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See my inventory items?

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

If you need to keep track of “quantity on hand,” you'll 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.
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Use class and location tracking?

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 don't 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 gear button > All Lists > Locations > New.
  3. Enter and save location info for each location you want to track.
  4. Tap the gear gear button > 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 gear button > All Lists > Classes > New.
  3. Enter and save the class name and details.
  4. Tap the gear gear button > Company Settings > Categories > Track classes.

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

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See my accounts and cash flow in the register?

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

  1. Tap the menu menu button > Registers. By default all accounts are listed.
  2. Tap the Account Type filter button filter button (it's set to Banks and Credit Cards by default) 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.
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Run reports to see how my business is doing?

Tap the menu menu button > 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 reports buttons to switch between the graph and the summary of your income, profit, expenses.
  • Balance Sheet shows a list of your current asset, liability, and equity account balances as of today's date. Note: You need Admin or Accountant permissions in QuickBooks Online on the web to run this report.
  • Invoices by Status shows your open, overdue, and paid invoices. You can quickly drill down to see 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 QBO reports button Reports.
  • You'll find at least 25 reports, including the Balance Sheet report, to help you gain deeper insight into how your business is doing.
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Sign out of the app?

Tap the menu menu button > Settings > Sign Out.

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

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Use a passcode or Touch ID for faster sign in and added security?

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 menu button > Settings > Account > Passcode and slide the button right to turn passcode on.
  2. Tap and confirm the 4-digit code you'll use to open QuickBooks.
    • You can turn passcode functionality on and off, enter and change your passcode, and set how frequently you'll 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 menu button > 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 menu button > Settings > Account > Require Passcode and choose the duration. This reduces the risk of someone else accessing your data if you leave your device unattended.

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Use my password manager app to sign in to QuickBooks?

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'll see the key icon key icon where you enter your User ID.

  1. Tap the the key icon 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.
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Switch between company files?

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

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

TROUBLESHOOTING

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How do I resolve issues with my account, subscription, or data?

If your account gets suspended

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

If you still can't sign in to the iPad app, we'll be happy to help you. Call us at 800.488.7330 (M-F 6 am - 6 pm PT; Sat 6am – 3pm PT).

If you have a different issue with your subscription

Call us at 800.488.7330 (M-F 6 am - 6 pm PT; Sat 6am – 3pm PT).

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'll 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'll 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 Vendors & Purchases access for the next best experience.

If your account has limited access, you may see:

  • The error: "Sorry! You don't 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.

If you sign in with a valid QuickBooks Online account but see a message that says "Using QuickBooks Windows or Mac," this account only has time tracking or reports access.

LEGAL STUFF

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Where can I see Terms of Service and other policies?

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

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