Our Customer Support team is happy to help you! Call us at 800.330.2052.

Yes, we'd love to hear from you! You can:

• Call our Customer Support team at 800.330.2052.
• Send us email or go to SETTINGS and tap Send Feedback.

Getting familiar with your device will help you get the most out of the QuickBooks Online app. The location of buttons and menus and access to certain kinds of functionality vary from device to device. Most devices have a help center and/or user guide. Some devices even have videos to show you how to use them. To find out more, go to your device's home screen or list of installed apps, and look for something called "help" or "user guide."

It's the QuickBooks mobile app that keeps you connected when you're away from your computer. Use it to view, create and edit invoices, estimates, and customer info. With QuickBooks Online for Android you can spend more time with customers and be free to do other important things to run your business.

Visiting a customer?

• See if there are overdue invoices you can resolve while you're there.
• Want to create or edit an estimate, invoice, payment or sales receipt? Convert an estimate to an invoice on the spot. It's easy!
• Schedule a Google Calendar appointment with your customer ahead of time? It's a snap!
• Need to contact the customer before you visit? Call, email directly from the QuickBooks Online app.

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

We currently support Android OS 2.1 and greater.

1. These item types are supported on invoices and estimates:
   • Products and Services
   • Description Line Items
2. Add and view customers, estimates, invoices, and sales receipts.
3. Preview estimates, invoices, and sales receipts in PDF (PDF viewer required).
4. Email estimates, invoices, and sales receipts to customers.
5. Add, view, and edit payment transactions.
6. Quickly create new items.
7. Override taxes on estimates, invoices and sales receipts.
8. View a customer's location on a map.
9. Pattern locking for an additional level of security.
10. Automatically populate a customer's address from GPS.
11. Edit a customer's details.
12. Search by customer name to find the customer in your customer list or transactions for a customer.
13. Create a Google calendar appointment. (4.0 and above)
14. View Recent Activity, Today, and Upcoming Company feeds.

When you sign in, QuickBooks Online for Android app loads your data in the background while you begin working. You'll see a progress bar at the bottom of the screen until loading is finished. It's ok to work with your data or make changes while your data is loading. QuickBooks Online for Android continues refreshing data in the background as you work. Just make sure you're connected to the Internet so the app can get your data.

If this is the first time you're signing in, or if it's been a while since you last signed in, the new data will take a little longer to load.

You can refresh all of your QuickBooks data on your device, which might take a few minutes.

1. On the sidebar, tap SETTINGS.
2. Then tap Refresh Data.

Just make sure you're connected to the Internet so QuickBooks Online for Android can get your data.

If there's a problem loading your data, just follow the instructions at the bottom of the screen. You can also try refreshing your data manually on the sidebar by tapping SETTINGS > Refresh Data.

When you sign in, the Recent Activity feed displays. Here you'll see your latest transactions in chronological order.

• You can tap any transaction to see the details.
• Tap the customer name to see the customer details for that transaction.

In the Today feed, you'll see activities that need your attention right away.

• You can tap on any item to take action. For example, you can follow up on an overdue invoice or turn an estimate into an invoice.
• Only transactions within the last 180 days from today will show.
• If there are no items in this feed, you can enjoy the gift of time and take care of other areas of your business.

In the Upcoming feed, you'll see activities that will need your attention soon.

• You can tap on an item to check it out now or wait until it appears in the Today feed.
• Only transactions overdue within the next 7 days will show.
• If there are no items in this feed, check back tomorrow.

Accessing Activity feeds

When viewing a feed, you can access another feed by tapping the feed selector menu at the top.

Note: Once you tap a feed item, you will then need to access the feeds by tapping "Activity" under Company on the sidebar.

On the homepage activity feed screens tap the + and choose a transaction, or on the sidebar tap the + next to the a transaction you want to create: Customers, Estimates, Invoices, Sales Receipts or Payments.

You can also use widgets to quickly open a new transaction screen without opening the app itself. To add the QuickBooks Online for Android widget in your device's home screen:

1. Touch and hold an empty spot on the home screen.
   The Add to Home Screen menu appears.
2. Tap Android Widgets. The Choose widget menu appears.
3. Depending on your preference or the space available on your home screen, you can select either the 2x1 Quick Create widget or the 4x1 Quick Create widget.

Yes! To add someone from your phone contact list to your QuickBooks Online for Android customer list:

1. On the sidebar, tap Customers, then tap the menu icon at the top of the screen, and then tap Add device contact.
2. Tap the person's name you want to add as a new customer.
3. You can change details in any field and then save to create your new customer.

To add a QuickBooks customer to your phone's contact list:

1. On the Customer List page, tap the customer name to display details.
2. Tap the menu icon at the top of the screen and then tap Add to device contacts.

Yes, just tap the customer's address to see it on a map.

Note: This new feature is available for Android OS 4.0 and greater.

1. On the Customer Details screen, tap the +.
2. Tap Create Appointment.
3. Complete each field and tap Save to Google Calendar.

You'll see the QuickBooks icon in the notifications bar at the top of the page.

• Tap and pull the notification bar down to see the customer's name.
• Tap the notification to open the Customer Details page (where you can call, text or email the customer).
• If the customer calls while you're using the QuickBooks Online app, you can go to the Home page and tap the notification to see details.
• When the call ends, you'll see the "Call ended" message in the notifications bar.

This feature is on by default, so you won't miss an important customer call.

The feature is on by default, so you won't miss an important call. To turn it off, go to SETTINGS > select Call-In Notifications > OFF.

A Call-In Notification appears as a popup message when a customer is calling you.

An Invoice Overdue Notification appears as a popup message when you have an overdue invoice.

These notification features are on by default. To turn off a notification, go to SETTINGS > select Call-In Notifications or Invoice Overdue Notifications > switch to OFF.

Yes! You can now edit your customer and transaction data right on your device.

To edit a customer's details:

1. On the sidebar, tap Customers, tap the customer's name, and then tap the pencil icon.
2. Make your changes and tap the Save icon.

To edit invoice, estimate, sales receipt or payment details:

1. On the sidebar, tap Customers, Invoices, Estimate, Sales Receipts or Payments, tap the transaction you want to edit, and then tap the pencil icon.
2. Make your changes and tap the Save icon.

You can create a “Receive Payment” transaction for a payment you receive from a customer. You can also create a sales receipt for any payment you receive. You cannot process credit cards or deposit checks.

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

To receive a payment:

1. On the homepage activity feed screens tap the + and choose Payments, or on the sidebar, tap the + next to Payments.
2. Choose the customer who paid you and enter the payment details.
   • The Payment Amount you enter 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 adding payment details, tap the Save icon.

Another way to receive a payment:

1. While viewing the customer's open invoice, scroll to the bottom of the invoice and tap Receive Payment.
2. When you finish entering payment details, tap Save.

To view payment details:

1. On the sidebar, tap Payments. As you receive payments, they're listed here.
2. To see payment details, tap a payment. When an invoice is paid in full, the Balance is $0.00, the status is Paid, and any additional payments are listed as the Unapplied Amount.

To edit a payment:

1. On the sidebar, tap Payments.
2. Tap the payment you want to edit to see the details.
3. Tap the pencil icon, make your changes, and then tap save.

Some transactions can't be edited in QuickBooks Online for Android. For example, you can't edit an invoice or sales receipt that has partial or full payments applied through the QuickBooks Merchant Services (QBMS) system.

When you create a new transaction in QuickBooks online for Android, the number is unassigned so that you can add your custom number to it in QuickBooks.

Note: To see the tax override feature in the mobile app, first go to QuickBooks Online on the web and create your tax codes in the company file.

On an estimate, invoice, or sales receipt:

1. Tap the TAX entry box. The number keypad appears.
2. Enter the tax amount.
3. Tap Done.

The tax amount is not editable if you have not selected any tax from the "Select Tax" field, have not selected “None” when you select a tax, or if the transaction belongs to old tax model. For example, when you try to edit or view a transaction that has the tax name "Original Sales Tax".

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

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

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. Tap + on the home page and tap Customers
2. On the Add Customer page tap the checkmark (this is a sub-customer) to see the Sub of field and Bill with parent option.
3. Add the parent customer name in the Sub of field.
4. If this sub-customer should be billed with the parent, leave the default checked.
   Note: If you uncheck this, you'll bill this customer, not the parent. See QuickBooks Help for more about the "Bill with parent" and "Bill this customer" settings.
5. Add the phone, email, address, and terms, and confirm that the entries are correct.
6. Save your entries.

This can happen if the data on your device is momentarily out of sync with QuickBooks, or if the customer has invoices over 179 days old.

• If you think you might not have the latest QuickBooks data on your device and want to refresh the data, on the sidebar tap Settings, and then tap Refresh Data.
• Even if the open balance and sum of the invoices still don't match, rest assured your customer's open balance is correct! If the customer has invoices over 179 days old, they don't appear in the invoice list, but their open balances are included in the open balance you see.

When you sync your data quickly, we show only the 500 most recent estimates. Estimates over 179 days old aren't listed.

To sync your data quickly, we show only the 50 most recent sales receipts. Sales receipts over 179 days old aren't listed.

Yes! You can view the most recent 50 paid invoices on the invoices Paid tab.

You can also view the most recent 50 paid invoices for any customer on the customer Transactions tab.

If you get the following errors, here's what they mean and what you can do:

• "Account not entitled" means your QuickBooks Online account subscription might be inactive. Be sure your subscription is active and try to sign in again.
• "Cannot login with valid profile" means you might not be connected to the Network or Wi-Fi. Make sure you're in a Network / Wi-Fi coverage area and try again.

If you get these errors, here's what you can do:

• "Linked program no longer installed after update." Restart your device and try again. For details, see the Android Help forum.
• "Sorry, there was a problem saving your data." Uninstall the application, then reinstall it from the marketplace.

See:

• Intuit QuickBooks Online TOS

• Intuit Small Business Privacy Statement