Our Customer Support team is happy to help you! Call them at 800.450.8475 (M-F 6am - 8pm PT).

It's the QuickBooks mobile app that keeps you in sync with QuickBooks—wherever you are. Use it to view, create, and edit customers, estimates, invoices, and sales receipts.

Visiting a customer?

• See if there are overdue invoices you can get paid for while you're there.
• Want to create an estimate, invoice or sales receipt? Convert an estimate to an invoice on the spot? You can!
• Need to contact the customer before you visit? Call or email directly from QuickBooks for Windows – Mobile Companion.

Intuit Sync Manager syncs data through a secure connection between your QuickBooks company file and QuickBooks for Windows – Mobile Companion. Customer, estimate, invoice, and sales receipt data that's added or updated in QuickBooks syncs with QuickBooks for Windows – Mobile Companion, and any data you add or update in QuickBooks for Windows – Mobile Companion syncs back to QuickBooks—so your data stays in sync, wherever you decide to work.

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 iOS 5.x.x through iOS 6.x.x.

Whenever QuickBooks syncs, it updates your data. You can also have someone who's logged into QuickBooks manually sync, and confirm that your data is in sync.

Note: In QuickBooks (on your PC), open Intuit Sync Manager to see the date and time of your last sync, and next scheduled sync. You can manually sync and change your sync frequency, if you like.

To sync your data before the next scheduled sync, in QuickBooks double-click the Intuit Sync Manager icon in your system tray, and click Sync Now.

Note: You'll see the date and time of your last sync, and next scheduled sync.

Tap and pull the page down to quickly refresh the data in the list with your latest changes from QuickBooks. If this doesn't work, you can resync the QuickBooks data on your device (this might take a few minutes).

You must be connected to your carrier's network or a Wi-Fi network to sync data between QuickBooks and QuickBooks for Windows – Mobile Companion.

If your data doesn't sync, the problem might be with your carrier or with the QuickBooks servers. You can try the following:

• Move to a new place and see if you can connect and sync.
• Clear your data and resync to QuickBooks. In the menu tap SETTINGS > Refresh Data.

If you still have trouble syncing, call our Customer Support team at 800.450.8475.

Yes! Your data stays in your QuickBooks company file, and QuickBooks for Windows – Mobile Companion syncs with QuickBooks based on the frequency you set in Intuit Sync Manager.

The same security that protects your QuickBooks data applies when you use QuickBooks for Windows – Mobile Companion. For more about how we protect your data, see our Online Security Center.

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

Yes! Sign in with just 4 taps instead of entering your username and password each time. You can choose how long your phone can be inactive before you must unlock it with your PIN. This reduces the risk of someone else accessing your data if you leave your phone unattended.

To set up or change your PIN:

• In the menu tap SETTINGS > PIN Settings.

You can turn PIN functionality on and off, enter and change your PIN, and set how frequently you're prompted to re-enter your PIN.

If you forget your PIN, just sign in with your username and password and reset it in Settings. If you have multiple devices (iPhone, iPod touch, and so on) you can use different PINs for each one.

You can see and edit your QuickBooks multicurrency customers’ transactions, but QuickBooks for Windows – Mobile Companion only displays in US dollars. If you edit multicurrency transactions on mobile, the amounts will be calculated and display correctly in the customer's currency back in QuickBooks.

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 (customer, estimate, invoice, or sales receipt). You can also tap + at the bottom of the customers 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.
• You can only copy transactions that contain supported item types.

Note: We support these item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these.

You can easily find transactions in a list by searching and/or applying one or more filters.

To search in a list, open it and:

• Type a name or number in the search field above the list.
• As you type, the list instantly shows transactions that match your entry.

To filter a list, open it and:

• Tap the drop-down arrow to see the available filters. The arrow changes direction .
• Tap a filter and tap an option. The arrow turns blue to show at least one filter is on.
• Tap the arrow to close the drawer. The arrow stays blue to remind you a filter is on.
• To turn a filter off, tap the x. When no filters are on, the arrow turns white again.

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.

You might also get data sync errors when editing transactions that contain merchant account services data or multicurrency amounts.

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 Windows – Mobile Companion web page (sign in through appcenter.intuit.com) to resolve them. If you still have trouble syncing, call our Customer Support team at 800.450.8475.

In the menu tap Customers to see all of your customers.

• Tap the drop-down arrow and tap Status. You can filter the list to see Open, Overdue, or Recent customers. See How do search 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), and sales receipts. Tap any group of transactions to see the list.
• Tap the customer name and then tap DETAILS for their contact details, terms, and tax 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, and Sales Receipt pages, tap Select a Customer and tap the customer name. Enter and save the information.

• In the menu :
• Tap the Estimates button to create a new estimate.
• Tap Estimates to see your estimate list.
• Tap the drop-down arrow and tap Date. You can filter the list using the date options. See How do search and filters work? for more info.
• From the Customer Info page, tap + and then tap Create Estimate.
• When you save a new estimate, the estimate number is added with the prefix WEB. Estimates you create in QuickBooks for Windows – Mobile Companion get the WEB-prefix to help you distinguish them from estimates you create in QuickBooks at the office.
• Tap an estimate to take additional actions to preview and edit .
• Tap the action button to email, convert to invoice, copy, and print.
• If you add an existing group item to an estimate, you can add, edit, or remove an item from the group, but you can't create a new group item yet. See What should I know about group items? for more info.

Notes:

• We don't yet support viewing sales tax groups or sales tax items as line items.
• We support these item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these.

Yes! Open the estimate, tap the action button and then tap Convert to Invoice. Once the invoice displays, tap Save.

Note: You can convert estimates that contain these supported item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these. If you have trouble converting an estimate that was created in QuickBooks, it might contain an unsupported item type.

• In the menu :
• Tap the Invoices button to create a new invoice.
• Tap Invoices to see your invoice list.
• Tap the drop-down arrow and tap Status to filter the list and see Open, Overdue, or Paid invoices. You can also tap Date to filter the list using the date options. See How do search 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 Create Invoice.
• When you save a new invoice, the invoice number is added with the prefix WEB. Invoices you create in QuickBooks for Windows – Mobile Companion get the WEB-prefix to help you distinguish them from invoices you create in QuickBooks at the office.
• Tap an invoice to take additional actions to preview and edit .
• Tap the action button to email, copy, and print.
• If you add an existing group item to an invoice, you can add, edit, or remove an item from the group, but you can't create a new group item yet. See What should I know about group items? for more info.

Notes:

• We don't yet support viewing sales tax groups or sales tax items as line items.
• We support these item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these.

• 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 drop-down arrow and tap Date. You can filter the list using the date options. See How do search and filters work? for more info.
• From the Customer Info page, tap + and then tap Create Sales Receipt.
• When you save a new sales receipt, the sales receipt number is added with the prefix WEB. Sales receipts you create in QuickBooks for Windows – Mobile Companion get the WEB-prefix to help you distinguish them from sales receipts you create in QuickBooks at the office.
• Tap a sales receipt to take additional actions to preview and edit .
• Tap the action button to email, copy, and print.
• If you add an existing group item to sales receipt, you can add, edit, or remove an item from the group, but you can't create a new group item yet. See What should I know about group items? for more info.

Notes:

• We don't yet support viewing sales tax groups or sales tax items as line items.
• We support these item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these.

Group items display a little differently in QuickBooks for Windows – Mobile Companion than they do in QuickBooks.

• When you view a record that was created in QuickBooks and it contains a group item, you'll see the hierarchy of items in the group.
• If you create a new record in QuickBooks for Windows – Mobile Companion and add a group item to it, you won't see the hierarchy of the items; instead, you'll see all of the sub-items displayed as a flat list (without a subtotal for the entire group).

To subtotal all of the items in the group, either:

• Add the group as the first thing in the transaction.
• Add a subtotal item before you add the group.

When you view the transaction back in QuickBooks, instead of seeing the group item, you'll see the sub-items as if they'd been added individually.

Notes:

• If you add a QuickBooks group item to a new transaction and the group item contains item types we don't yet support (such as sales tax information), you won't see the unsupported items in the list.
• We support these item types: assembly, discount, service, stock part, noninventory part, subtotal, payment, other charge, description-only, and group items that contain these.

You can add percent-based line items to these supported item types: service, discount, other charge, noninventory part, and payment items.

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

• In iOS 5.x.x, go to iPhone Settings > Location Services
• In iOS 6.x.x, go to iPhone Settings > Privacy > Location Services

To get back to QuickBooks for Windows – Mobile Companion, just double-tap your iPhone Home button and then tap the QuickBooks for Windows – Mobile Companion icon .

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

Yes! 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, go to the transaction list page. Tap and pull the page down to quickly refresh the data in the list with your latest changes from QuickBooks. You can also wait about 5 minutes for your data to sync, and then your custom templates should be available to use.

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

• Open invoices have open balances but aren't yet overdue.
• 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 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.

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

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 > 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.

Certainly! In the menu tap SETTINGS > Send Feedback. We'd love to hear from you and will be happy to answer your question.

See our terms of service and privacy policies here:

• Intuit QuickBooks TOS
• Intuit Small Business Privacy Statement

Yes, and you can find the latest information about them on our Customer Support website.