Is 2013 the Year You Finally Go QuickBooks mobile With Financial Data?

QuickBooks mobile

Using QuickBooks mobile, you’ll improve business relations, put out fires before they start, and unchain yourself from your office computer.

There are only a few reasons why you wouldn’t be using QuickBooks mobile on your smartphone. Maybe you don’t have a smartphone. Or when you’re out of the office, you don’t want to be available for accounting work. Or you might not think that it has enough features to make it worth using.

While the first two reasons are matters of personal preference, the third just isn’t true. QuickBooks Mobile automatically — and almost instantly — synchronizes the data from your desktop or laptop computer copy for QuickBooks. While it’s only focused on sales, not payables or payroll, you can manage receivables quite nicely whether you’re in a customer’s office or at a trade show or community event — or sitting on the couch at home.

You can see this screen no

matter where you and your

smartphone are they

recently upgraded Android

version is pictured here).

Countless Scenarios

There are numerous situations where you might want to access, add, or edit customers, estimates, invoices, sales receipts, or payments when you’re not near the PC where QuickBooks is installed, like these:

You do a half day of onsite training and your client wants to pay you cash right then to qualify for a discount. You can record the payment and email a sales receipt.
You’re on the road and you want to see how well your bookkeeper is managing receivables. QuickBooks Mobile displays three views: recent activity, today, and upcoming.
You’re with a client who would like to give you a check to get current, but he or she can’t find the invoice. Rather than calling your office and sitting on hold until someone has time to look, you can pull up the form on your smartphone to discuss it.

You can record sales receipts and

payments on your smartphones

— even schedule appointments

that move to your Google

The Perils of Payroll

QuickBooks Mobile

QuickBooks mobile doesn’t support payroll, but Intuit Online Payroll does. Like QuickBooks mobile, the app itself is free (of course, you have to pay for the service itself). You can view the most recent payroll run and employee information, as well as prepare, preview, and approve the current payroll.

Neither app is available yet for the iPad, though QuickBooks mobile Online is.

Paper or Plastic?

If you’ve been in business for very long and still don’t accept credit cards, you have an idea of how many sales you’ve lost. And QuickBooks mobile won’t let you do so, anyway. You’ll need to get a merchant account from Intuit Merchant Service for QuickBooks (fees apply). A merchant account allows you to accept plastic through QuickBooks mobile itself, your web browser, your web storefront — and on your smartphone or iPad.

Missed your flight and afraid

you’ll miss the current payroll

run, too? Intuit Online Payroll

gives you access from your

Android or iPhone.

To do so, you’ll need to apply for a merchant account and download Intuit’s free GoPayment app. You can either swipe cards on the free mobile reader or type numbers in. Your customers sign their names on the surface of your mobile device, and you can print or email a receipt.

It would be nice if those credit card payments were just instantly zapped into the right places in QuickBooks, but alas, it isn’t so. You’ll need to do some setup and processing both within QuickBooks mobile and in the online Intuit Merchant Service Center. We can help you with setup and your initial transactions to make sure all of your payments get through and are deposited and/or credited correctly. 

QuickBooks Mobile

You’ll need to get acquainted with the Intuit Merchant Service Center
to work with credit card payments.

We think you’ll find that once you start using all of the mobile payment services that Intuit offers, you’ll wonder what took you so long.

If you have any questions or need help getting set up, call us…

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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