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• Call us! 1.800.102.5599

You can get lots of tasks done in the QuickBooks mobile app while you are away from the office.

You can invoice your customers, get paid, and manage transactions:

• Create and send professional looking invoices and estimates.
• Receive overdue invoice notifications to see who owes you money.
• Do business in multiple currencies using the latest exchange rates (Essentials and Plus).

You can manage expenses, sales, and customers:

• Snap photos of your receipts and organise daily expenses.
• Run a Profit and Loss report and see your Balance Sheet to see how your business is doing.
• View customer information, attach photos or notes, and schedule a calendar appointment (schedule on phone only).
• Call a customer from your phone and or email directly from the app.

The app is always in sync with your QuickBooks online on the web. Any task you do or information that you add in the app shows up on the web, and the other way around. Wherever you decide to work, your data is always up to date and available.

Yes, and we recommend that you do! It’s all part of your QuickBooks online subscription, so please take advantage of all the features.

On the web you can:

• Take in the big picture with over 20 reports
• Manage settings to control how QuickBooks features work.
• Create custom invoices in minutes. Add your company logo, choose your own font, and add a background image and custom fields.
• Provide access to your accountant so that you can work together and be better prepared for tax time.
• Customise your account with over 80 partner applications, including inventory management.
• And much more...

We currently support Android OS 4.0 and greater.

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

Let us suppose that you just made a change in QuickBooks online on the web, but do not see it on your device. All you need to do is tap and pull the page down to refresh the data. You should then see your latest changes.

If you still do not see your latest data, you can refresh all the QuickBooks online data on your device, which might take a few minutes. To do so, tap the options menu > Settings > Refresh Data.

Note: Just make sure that you are connected to the Internet so that QuickBooks online can update your data.

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

1. Tap the menu button > Settings > Switch Company.
2. Tap a different company.

When you sign in, you will see your Company Activity feed. Here you can:

• See your latest activities listed in chronological order.
• View transactions (past 180 days), plus any notes, photos, and other attachments.
• Tap any transaction to see details, and tap Activity to see the associated notes, photos, and other attachments.
• Tap the customer's name to see customer details for that transaction.

View a Customer's Activity feed

• In the side menu, tap Customers.
• Tap a customer's name to see details.

View transaction activities

• Open a transaction and tap Activity to see any notes, photos, attachments, plus the date you created and last edited the transaction.
• You will also see "Company Profile Edited" if you updated a company preference in QuickBooks online on the web.

Settings help you customise QuickBooks online on your device, saving you time and effort. Here's what you will find in Settings—try them out for yourself!

• Version. This is the version of the app that you'’re currently running.
• Company Information. This is where you will set up contact details about your company, including your company name, address, phone number, and URL. This information appears on your sales forms.
• Call-In Notifications. (Phone only) This let us you know when a customer calls. It is is on by default, but you can turn it off.
• Invoice Notifications. You’'ll be notified when you have overdue invoices. It is is on by default, but you can turn it off.
• Company Information. Here's where to see how much time is left on your QuickBooks subscription before it is time to renew it. You can also get subscription help if you need it.
• Sales Forms. You can create custom messages for estimates, invoices, and sales receipts. Tap Default email message and tap the form you want to customise. You can create a different subject and message for each type of sales form.
• Taxes. 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 are ready for tax time.
• Gesture Lock. Create a gesture lock pattern to get quick access.
• Send Feedback.This is how you can let us know what you think. You are feedback helps us make QuickBooks online an even better app.

Tap the side menu, choose a transaction type (Expenses, Estimates, Invoices, Sales Receipts or Payments) you want to create, and tap the + button next to it.

To create a new item:

1. From the side menu, tap Product and Services.
2. Tap the + sign, and enter the item name, rate or price for each, sales information, and select an account.
3. Add a description about the item.
4. Tap Done.

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

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

Note: This feature is for phone only.

You will see the QuickBooks icon in the notifications bar at the top of your screen.

• 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 your customer).
• If your customer calls while you are using the QuickBooks online app, you can go to the Home page and tap the notification to see details.
• When the call ends, you will see the "Call ended" message in the notifications bar.

The feature is on by default, so you will not miss an important call. To turn it off, go to the options menu, tap Settings > select Call-In Notifications > OFF.

Yes! Tap the customer's address to see their location on the map and to get directions.

Yes! To import from your device contact list:

1. Tap the side menu, tap the + button next to Customers, then tap Add from Contacts.
2. Tap the name you want to add as a new customer or supplier, and tap Save.
3. Change details in any field, and tap Save.
   Note: You can also add contact from Customer or Supplier pages to your device's contact list. Tap the options menu icon > Import device contacts.

To add a QuickBooks customer or supplier to your device's contact list:

1. Tap the Customer or Supplier list page, tap the the name you want to add.
2. Tap the options menu icon icon > Add to device contacts.

Add a supplier

1. Tap the side menu or the Suppliers page, then tap the Suppliers + button.
2. Enter and save your supplier information.

Import suppliers from your contacts

1. Tap the side menu, tap the Suppliers + button, and then tap Add from Contacts.
2. Tap any name in the Add from Contacts list to import the available info.
3. Add or edit any additional details and tap Save.

When viewing your invoice list, overdue invoices are listed first so it is easy to see who owes you.

1. Open invoices have open balances.
2. 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.
3. Paid invoices are paid in full.

Invoice

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 do not pay within the specified time limit, their invoice is overdue

Sales Receipt

You use a sales receipt when your customer pays you on the spot for goods or services

The first time you create a transaction (invoice, estimate, or sales receipt) you are prompted to add your company information. The details that you add to your invoice automatically show up on other forms you create. For instance, the next time you create an estimate, invoice or sales receipt, they display all the details that you added.

Customise your transaction header

1. Tap the side menu, tap the + button next to Invoices.
2. Add the information about your company.
3. Tap the right arrow.
4. Tap Create Your Invoice.
5. Add your details. You can also add an item by tapping the + button next to Add Item.
6. When all your details are added, tap Save.

Your header can always be edited later by going to the options menu, and tap Settings > Company Information.

Edit a customer's details

1. Tap the side menu, tap Customers, tap the customer's name, and then tap the pencil icon.
2. Make your changes and tap the Save icon.

Edit invoice, estimate, sales receipt or payment details

1. Tap the side menu, tap Customers, Invoices, Estimate, Sales Receipts or Payments, tap the specific 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 cheques.

Yes! You can capture a signature on estimates and invoices.

1. To capture a signature, open a new or existing estimate or invoice.
2. Enter the transaction information, as usual.
3. Tap Get Signature.
4. Let your customer sign with their finger. They can always clear it and sign again.
5. Tap Done.

The signature appears on the estimate or invoice.

Yes! All you need is a valid email associated with your company file, or you can provide your email when you send your customer an estimate, invoice, or sales receipt.

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

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

To see these fields or any fields on your sales forms, you will need to go to QuickBooks online on the web to turn these options ON.

From QuickBooks online on the web, click the gear icon in the upper right > Company Settings > Sales Form Entry.

Create a new item

1. Tap the side menu, tap Expenses, Estimates, Invoices, or Sales Receipts.
2. Tap the + button next to ADD ITEM and then tap the Create Item button.
3. Enter the item name, description, price or rate, and select the appropriate account for the product or service.
4. Tap Save.

Some transactions cannot be edited in QuickBooks online. For example, you cannot edit an invoice or sales receipt that has partial or full payments applied through the GoPayment or Intuit Pay system.

When you create a new transaction in the app, the number is unassigned so that you can add your custom number to it through QuickBooks online on the web.

If you entered data in a custom field in QuickBooks online on the web, you will see the custom field and the data when you preview the estimate or invoice. If you did not enter data in a custom field, the field will not display.

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

1. From an invoice or estimate, tap Add Item > Create Item.
2. Add Item info and tap Select Account.
3. Tap Add Income Account.
4. Add the Income Account name, number, and description.
5. If this is a SubAccount, check the box and select the Parent Account.
6. Tap Save.

Yes! You can see your individual account balances and activities.

Access Chart of Accounts: From the side menu, tap Chart of Accounts to see your complete list of accounts.

See cash flow: Tap an account to see the balance and history.

Edit an account:. Tap the account name and make your changes.

Filter accounts: Tap the filter icon in the action bar. Choose Banks and Credit Cards, Accounts Payable, or Accounts Receivable.

Sort transactions: Tap the option menu in the action bar. Choose Date or Amount.

See account details: Tap a bank or credit card account.

If you have customers, suppliers, or bank accounts that use currencies other than your home currency, multicurrency lets you track transactions in those foreign currencies.

IMPORTANT: Once you turn on multicurrency, you cannot turn it off or change your home currency. So, turn it on only if you have bank accounts, customers, or suppliers that don’t use your home currency.

What happens when I turn on multicurrency?

Home Currency

• Your current currency becomes your home currency (the currency of the country where your business is physically located).
• Until you assign a foreign currency, the default value for all customers, suppliers, and accounts is your company's home currency.
• Income and expense accounts always use your home currency.

Foreign Currency

• You can assign a foreign currency to customers, suppliers, banks, and credit cards.
• You’ll see foreign currencies on customer, supplier, transaction, account, and company activity screens.
• You can pay and receive payments in a supplier’s or customer’s currency.
• You’ll see the latest exchange rates (updated every 4 hours from Wall Street On Demand), and can manually change them.

How do I turn on multicurrency?

To turn on multicurrency:

Note: You must have a QuickBooks Plus or Essentials subscription to use multicurrency. If you need to upgrade your subscription, contact us to upgrade your subscription.

1. Go to QuickBooks online on the web at qbo.intuit.com.
2. At the top right, click the Gear, then click Company Settings > Advanced.
3. In the Currency section and click the pencil to edit your currency settings.
4. Click the Multicurrency checkbox, and click Save.

How do I assign a new currency to a customer or supplier?

1. From the side menu, tap the Customer + sign.
2. Fill out the customer’s details.
3. Tap Customer Pays Me With, and choose the currency.
4. Tap Done.

Note: Use the same steps to assign a foreign currency to a supplier, tap I Pay This Supplier With, and choose the currency.

You can learn more about multicurrency in QuickBooks online Help on the web.

View expenses

1. Tap the side menu, tap Expenses to see your expense list.
2. When you attach a receipt photo to an expense, you will see a paperclip.
3. To see details, tap an expense.
4. To sort an expense, tap the options menu on the upper right, tap Sort by, and tap Date, Category, Payee, or Account.
• Sorting by Category lets you see individual expenses.
• Sorting by by date (default) or account lets you view the totals.

Add an expense

1. Tap the side menu, tap the Expenses + button.
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, and select the account.
4. Enter the remaining information, including:
• Who you paid.
• What kind of expense it is.
• Anything else you'd like to remember.

Attach a photo of a receipt

1. From an expense screen, tap the Camera icon.
2. You can take a photo with your camera or choose one from your gallery.
• To take a photo, tap the Camera icon, and take a photo. When you take a photo while creating the expense, it is attached to the expense.
• To choose a photo from your gallery, tap the Gallery icon, and choose a photo.

Split an expense

1. Create a new expense or open an existing one.
2. To split the expense between customers or categories, tap Add a Split.
3. Enter the split amounts, select the expense type/category, the customer it was for, and any notes.
4. Tap Save.

Edit an expense

1. Tap the expense to see details.
2. Tap the pencil icon, make your changes, and tap Save.

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

Add notes and photos

1. Tap the side menu, tap Notes > Notes + button.
2. Tap the paperclip + button at the top right.
3. Enter your note text, tap the paperclip + button at the top right, select the source (Camera, Dropbox, Gallery, Photos).
4. Tap Done.

Attach a note to a customer

1. Tap the side menu > tap Notes > Notes + button.
2. Tap Assign to and select a customer.
3. Enter your note text, attach a photo if applicable, and tap Save.

Attach a note to an existing transaction

1. Tap the side menu, tap a transaction (Invoices, Estimates, Sales Receipts, Payments).
2. Tap ACTIVITIES and tap Add a Note.
3. Tap Create note or Attach existing note.
4. When attaching an existing note, you can choose more than one. To see the details of each note, tap the "i" icon.
5. After selecting an existing note or notes, tap Attach at the top right.

Edit a note

1. Find the note you want to edit.
2. Tap the pencil icon or anywhere on the note.
3. Edit and save.

Delete a note

You can only delete notes that are not assigned to a transaction.

1. Find the note you want to delete.
2. Tap the trash icon at the top.
3. The note instantly deletes.
   

View a customer note added from QuickBooks online on the web

1. Tap the side menu, tap Customers to see your customer list.
2. Find and tap the customer's name to see their activities.
3. Tap the customer's name and scroll to the bottom of the customer info page.
4. Your note appears in the Other Details field.

You can create "Receive Payment" transactions to indicate when and how customers paid you, and can open invoices that you applied to their payments. You can also view and edit "Receive Payment" transactions.

Receive a payment

1. Tap the side menu, tap the + button 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 Save.

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.

View payment details

1. Tap the side menu, tap Payments. As you receive payments, they list 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 appear as the Unapplied Amount.

Edit a payment

1. Tap the side menu, 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.

To manage taxes for your business, go to the options menu, and tap Settings > Tax Rates. There you can:

• View a list of all your tax rates
• Add tax rates and agencies, including group tax rates
• Edit a tax rate

Add a new tax for the first time

1. From the options menu, tap Settings, tap Tax Rates.
2. Tap the + button.
3. Under SET UP NEW TAX, add your information.
4. Under CREATE TAX RATE, add your information.
5. Tap Save.

Note: Under Reporting method, choose Accrual if you pay tax as of the invoice date, and choose Cash if you don’t pay tax until your customers pay you or you pay your suppliers.

Add a new tax rate to an item

1. From an estimate or invoice screen, tap the + button next to Add Item.
2. From a quote or invoice screen, tap the + button next to Add Item.
3. Select an Item.
4. Tap Add tax.
5. Under SET UP NEW TAX, add your information.
6. Under CREATE TAX RATE, add your information.
7. Tap Done, and then tap Save.

Edit a tax rate

Note: Group rates cannot be edited.

1. From Settings, tap Tax Rates, and tap the rate you want to edit.
2. Tap the pencil icon.
3. Make changes to the Tax name and rate. You can edit things like Filing Frequency and Reporting Method, but Agency cannot be edited.

Create another rate for an existing tax, combine tax rates, or set up a tax for a different agency

1. From Settings, tap Tax Rates, and tap the + button.
2. Choose what you’d like to do:
• Create another rate for an existing tax > add info and tap Save.
• Combine tax rates in a group rate to apply together > add group rate info > add another tax rate if applicable (group up to 5 taxes) > tap Save.
• Set up a tax for a different agency > add info and tap Save.

Note: To see the tax override feature in the 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 there is a problem loading your data, just follow the instructions at the bottom of the screen.

To refresh your data manually, go to the options menu, tap Settings, and tap Refresh Data.

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 are in a Network / Wi-Fi coverage area and try again.

If you still can't sign in, contact support here.

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

• "Linked program no longer installed after update." Restart your device and try again.
• "Sorry, there was a problem saving your data." Uninstall the application, then reinstall it from the Google Play Store.

If these actions do not fix the problem, contact support here.

Not to worry, nothing is wrong with your credit card or subscription. Your purchase was successful and you can still use QuickBooks online. We will continue to update your subscription status. You can easily check your status from the options menu > Settings > Subscription. Once your subscription successfully updates, you will see your next renewal date.

To see your renewal date, tap the options menu >Settings > Subscription.

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

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

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

You can cancel your subscription either of these ways:

• Google Play on the web
• Google Play Store app
• Google Wallet

To see the specific steps for each of these ways, go here.

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

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

To see how you are doing:

1. In the side menu tap Profit & Loss to see your Income, Expenses, and Net Income.
2. Tap the report filter icon in the toolbar to show a different date range or enter a custom date range.
3. Tap the Custom option to choose a date range of your own.

You will not see this report unless you have the Admin or Accountant permission in QuickBooks online on the web.

I do not see my data yet

The accounting method you specify in QuickBooks online on the web (either cash basis or accrual basis) affects when you will see your sales and expense data on this report.

• Cash basis reports use the payment date.
• Accrual basis reports use the invoice/bill date.

For details, see the "Why are income and/or expense transactions missing from the Profit and Loss report?" in QuickBooks online on the web help.

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

The Balance Sheet report shows you today's snapshot of how your business is doing by listing what you own (assets), what your debts are (liabilities), and what you’ve invested in your company (equity).

To see your Balance Sheet:

1. Tap the side menu, tap Balance Sheet.
2. Scroll to see your assets and liabilities.

To see a different date range, go to the Reports section in QuickBooks online on the web.

See:

• QuickBooks Terms of Service