Our Customer Support team is happy to help you! Call us at 800.450.8475.

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

• Call our Customer Support team at 800.450.8475.
• Send us email or go to SETTINGS and tap Send Feedback.

Getting familiar with your device will help you get the most out of QuickBooks for Windows – Mobile Companion. 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 to QuickBooks wherever you are. Use it to view and create customers, estimates, invoices, and sales receipts.

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 QuickBooks for Windows – Mobile Companion.

We keep your QuickBooks data in sync with QuickBooks for Windows – Mobile Companion through Intuit Sync Manager. This tool syncs data through a secure connection between QuickBooks and QuickBooks Mobile. Customer, estimate, invoice, and sales receipt data that's added or updated in QuickBooks syncs with the QuickBooks for Windows app, and any data you add or update in app syncs back to QuickBooks—so wherever you decide to work, your data is always up to date and available.

Note: To change how often your data syncs, in QuickBooks double-click the Intuit Sync Manager icon in your system tray, and click Options > Automatic Sync Options. Choose the sync frequency and save your setting.

We currently support Android OS 2.1 and greater.

1. These item types are supported on invoices and estimates:
   • Discounts
   • Groups
   • Inventory Parts
   • Inventory Assemblies
   • Noninventory Parts
   • Other Charges
   • Payments
   • Services
   • Subtotals
   • 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. Edit a customer's details.
6. View a customer's location on a map.
7. Pattern locking for an additional level of security.
8. Search by customer name to find the customer in your customer list or transactions for a customer.
9. Use custom templates already created in QuickBooks for estimates and invoices.
10. Automatically populate a customer's address from GPS.
11. Work with multiple company files.
12. Create a Google calendar appointment. (4.0 and above)
13. View Recent Activity, Today, and Upcoming Company feeds.

When you sign in, QuickBooks for Windows – Mobile Companion 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. The QuickBooks for Windows app 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.

Note: 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.

To sync your data, you first need to set up Intuit Sync Manager.

1. (For QB2012 and earlier) In QuickBooks on your PC, go to Online Services > Set Up Intuit Sync Manager (QuickBooks Pro/Premier) or Online Solutions > Set Up Intuit Sync Manager (QuickBooks Enterprise)
   (For QB2013) In QuickBooks on your PC, go to File > Set Up Intuit Sync Manager (QuickBooks Pro/Premier) or Online Solutions > Set Up Intuit Sync Manager (QuickBooks Enterprise)
   Note: You must be logged in as the Admin user of your QuickBooks company file to set up Sync Manager. If you don't see Setup Sync Manager on your menu, then you're not currently logged in as the Admin user.
2. Sign in to your Intuit Account using the appropriate user ID and password.
3. Select the appropriate business profile.
4. (For QB2012 and earlier) Click Start Sync Now. (For QB20123) Click Sync Now.
5. After sync finishes, return to QuickBooks for Windows – Mobile Companion. You should now be able to see your data.

If you've already set up Intuit Sync Manager but are having trouble syncing, try resetting Sync Manager:

1. Go to QuickBooks on your PC and choose Online Services > Launch Intuit Sync Manager to open the Sync Manager window.
2. Disable the company file and minimize the window.
3. Choose Help > Manage Data Sync > Reset Intuit Sync Manager.
4. In the message that appears, click Reset Data Sync.
   Note: If an error occurs while attempting to reset data syncing, follow the instructions on the error message.
5. Sign in to Intuit Sync Manager using your Intuit Account user ID and password for this company file.
6. Sync Manager completes the setup and tells you whether your initial sync was successful.
7. Open the Sync Manager window again, make sure the company file is enabled, and click Sync Now. Syncing twice ensures that all the data from your company file is uploaded to your online applications and all the data from your online applications is downloaded to your company file.
8. After sync finishes, return to QuickBooks for Windows – Mobile Companion. You should now be able to see your data.

Note: To refresh your data, you MUST also be running Sync Manager on your QuickBooks computer.

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 for Windows – Mobile Companion 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 by 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 within the last 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 Mobile widget to 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 for Windows – Mobile Companion customer list:

1. On sidebar, tap Customers, then tap the Options menu at the top of the screen, and then tap Add to 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. Open the Options menu and 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 QuickBooks for Windows – Mobile Companion, you can pull down the notification to see details.
• When the call ends, you'll see the "Call ended" message in the notifications bar.

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

The notifications 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 edit your customer 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 an invoice, estimate, payment, or sales receipt:

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 any 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 to see details.
3. Tap the pencil icon, then tap Save.

Occasionally, data that you edit in QuickBooks for Windows – Mobile Companion may not sync back to QuickBooks. One reason is that the Sync Manager might be saving data at the same time you're updating it on your phone. Or more than one person may be updating the same transaction at the same time.

Because we can’t detect data sync errors in QuickBooks for Windows – Mobile Companion, you should check the Sync Status in QuickBooks on your PC regularly to be sure your data is syncing properly.

If you see that there are sync errors, go to the QuickBooks for Window – Mobile Companion app (sign in through appcenter.intutit.com) to resolve them. If you still have trouble syncing, call out Customer Support team at 800.450.8475.

When you add a job, some fields can't be edited in QuickBooks for Windows – Mobile Companion. For example, the Terms, Tax Item and Tax Code fields can't be edited. If you want to add jobs that are more than one level deep or edit parents of sub-customer jobs, you'll need to go to QuickBooks to do this. Also, if you want to create a new transaction for a new job in QuickBooks Mobile, you’ll need to go to QuickBooks to sync your data first.

If you add or edit payments, you'll need to sync your data in QuickBooks to see the updated balances. To view payments with finance charges or credit memos or to add discounts you'll need to go to QuickBooks to do this.

When you add a sub-customer job, some fields can't be edited in QuickBooks for Windows – Mobile Companion. For example, the Terms, Tax Item and Tax Code fields can't be edited. If you want to add jobs that are more than one level deep or edit parents of sub-customer jobs, you'll need to go to QuickBooks to do this. Also, if you want to create a new transaction for a new job in QuickBooks for Windows – Mobile Companion, you'll need to go to QuickBooks to sync your data first.

If you add or edit payments, you'll need to sync your data in QuickBooks to see the updated balances. To view payments with finance charges or credit memos or to add discounts you'll need to go to QuickBooks to do this.

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

Why use jobs?
Use jobs to track the cost of work and services you provide for a customer.

You can have up to 4 levels of jobs below a customer. 1 or 2 job levels work for most businesses.

You can change the customer associated with a job, but you can't edit a customer to make it a job, or edit a job to make it a customer.

• You can have up to 4 levels of jobs below a customer. 1 or 2 job levels work for most businesses.
• You can change the customer associated with a job, but you can't edit a customer to make it a job, or edit a job to make it a customer.

To add a new job:

1. On the homepage activity feed screens tap the + and choose Customers, or on the sidebar tap the + next to Customers.
2. On the Add Customer page tap the checkmark (this is a customer job) to see the Job for field and Bill with job option.
3. Add the customer name in the Job for field.
4. If this job should be billed with the customer, leave the default checked. Note: If you uncheck this, you'll bill this job, not the customer. See QuickBooks Help for more about jobs.
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.
• 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.

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.

Once your device syncs with QuickBooks and you refresh the page on your device, you'll see the opening balance.

When you add a group item, it's broken into individual line items. You can modify the quantity, price and other fields on each line item.

We don't currently support adding these types of items on Android. If you've added them to estimates, invoices and sales receipts in QuickBooks:

• You will see the fixed asset line items on Android.
• You will not see the sales tax line items on Android.

Yes! You can use the custom templates you already created in QuickBooks.

To use your custom templates in QuickBooks for Windows – Mobile Companion:

1. Open QuickBooks on your PC.
2. In the QuickBooks menu, click Lists > Templates > Templates > Use Online.
3. Click the names of the custom templates you want to use online and then click Upload. (The next time Sync Manager runs, your custom templates will be available.)
4. In QuickBooks for Windows – Mobile Companion, use the refresh option on the estimate, invoice or sales receipt list pages, or sign out and sign back into QuickBooks Mobile, and your templates will be available to use.

We don't currently support converting estimates that contain fixed asset line items or % based discount line items. You can convert these in QuickBooks.

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 for Windows mobile 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 TOS

• Intuit Small Business Privacy Statement