• 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 , tap Settings > Send Feedback. We look forward to hearing from you!

This mobile companion app keeps you connected to QuickBooks Online on the web 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 on your iPhone.

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

We currently support iOS 8.0 and later.

Yes! The same security that protects your QuickBooks Online data on the web applies when you use QuickBooks Online on your 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.

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 > 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 > Settings > Passcode & Touch ID > 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 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 > Passcode & Touch ID > Require Passcode and choose the duration. This reduces the risk of someone else accessing your data if you leave your device unattended.

Yes! 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 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.

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

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.

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.

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.

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.

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.

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

• Version. This is the version of the app you’re currently running.
• Company Information. This is where you'll set up contact details about your company, including your company name, address, phone number, and URL. This information appears on your sales forms.
• Passcode. You can set a Passcode to prevent others from accessing your QuickBooks app, even if your iPhone is unlocked. You can also change your Passcode.
• Invoice Notifications. You’ll be notified that you have overdue invoices. This setting is on by default, but you can turn it off.
• Sales Forms. You can create custom messages for estimates, invoices, and sales receipts. Tap Default email message and tap the form you want to customize. You can create a different subject and message for each type of sales form.
• Manage Tax Rates. You can set up and add new tax codes and rates for your business. As your business expands to new places, you can collect the correct tax so you're ready for tax time.
• Subscription. Here's where to see how much time is left on your QuickBooks subscription before it's time to renew it. You can also get subscription help if you need it.
• Send Feedback. Please tell us what you think—we want to know how we can make the app even better for you.
• Refresh Data. Tap to quickly get all your transactions and data from QuickBooks Online on the web.
• Sign Out. Tap to close your current session and exit from the app.

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.

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.

Yes! All you need is a supported AirPrint-compatible printer. To print a transaction the way it appears when you preview it, 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.

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 Customers to see all of your customers.

• Tap the magnifying glass and tap Status. You can filter the list to see Open, Overdue, Recent, Nearby, and Top Sales 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.

• 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.

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

• In iOS 8.0 and later, go to iPhone Settings > Privacy > Location Services

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

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

• 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 .
• When your customer approves the estimate, tap Get Signature at the bottom of the page and have them sign using their finger.
  • Tap Next to enter their name and convert the estimate to an invoice.
• Tap the action button to email, copy, print, or delete.

Yes! Open the estimate and 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.
  • 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 .
• When your customer approves the job, tap Get Signature at the bottom of the page and have them sign using their finger.
• Tap the action button to email, copy, print, or delete.

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.

• 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.

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 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.

QuickBooks Online on your 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 on the web.

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.

• When you create a new transaction in QuickBooks Online on your 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.

Yes! If you use QuickBooks Essentials or QuickBooks Plus, and you created custom fields for your sales transaction forms in QuickBooks Online on the web, you'll see those fields and data when you preview the estimate, invoice, or sales receipt. Custom fields only appear on your forms when you've entered data in them.

If you'd like to add custom fields to your sales forms, be sure you have QuickBooks Essentials or QuickBooks Plus, and then:

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
2. Tap the gear > Company Settings > Sales > Sales form content > Custom fields.
3. Follow the instructions to add up to 3 custom fields on your sales forms.

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 > 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:

1. Tap the menu > Registers. By default Banks and Credit Cards are listed.
2. To change the account type, tap the magnifying glass and tap the x to clear the filter.
3. Tap the Account Type filter and tap Accounts Receivable or Accounts Payable to see activities for those accounts.

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 that 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.

• 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.

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, 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 action button and tap Delete 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.
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 .
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 vendor, 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 .

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 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 > Banking.
2. Tap the account that contains transactions you want to categorize. If you have multiple accounts , swipe through them or tap the 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 transactions

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 > 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

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 > 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

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

1. Tap the menu > Banking.
2. Tap NEW TRANSACTIONS.
3. Locate the transaction to exclude and tap the transaction name to see details.
4. Tap the exclude 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.

• 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.

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

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

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

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

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

The Balance Sheet report shows the list of your current asset, liability, and equity account balances as of today's date. To view your balance sheet:

• In the menu tap Balance Sheet.
• You'll see information on either a cash or accrual basis, depending on the preference you set in QuickBooks Online on the web.

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

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

• Intuit QuickBooks Online TOS
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