Can You Use the Mobile App With QuickBooks Desktop?

Irene Olsen

If you’re using QuickBooks Desktop for your business accounting, you may be wondering if it’s possible to use the mobile app with it. The answer is yes, you can definitely use the QuickBooks mobile app with QuickBooks Desktop. In this article, we’ll discuss how to set it up and what features are available.

Setting up the Mobile App

To get started, download the QuickBooks mobile app from either the App Store (for iOS devices) or Google Play (for Android devices). Once downloaded, log in using your QuickBooks Desktop login credentials.

Syncing with QuickBooks Desktop

To ensure that your data is synced between your desktop and mobile versions of QuickBooks, you’ll need to enable sync in both places. To do this on your desktop version:

  • Open QuickBooks Desktop and click on Edit > Preferences.
  • Select Integrated Applications and then click on the Company Preferences tab.
  • Check the box next to “QuickBooks Mobile Sync” and click OK.

To enable sync on your mobile device:

  • Open the QuickBooks mobile app and tap on Menu > Settings.
  • Select Sync Settings and toggle the switch to enable sync.

Once both versions are synced, any changes made in one version will automatically update in the other.

Features Available on Mobile App

The mobile app provides a range of features that are designed to make managing your finances easier on-the-go. Here are some of the most useful features available:

Invoicing

With the mobile app, you can create and send invoices directly from your phone or tablet. You can also track invoice status and payment history.

Expenses

The app allows you to snap photos of receipts and categorize expenses. This makes it easy to keep track of expenses while you’re on the go.

Banking

You can connect your bank account to the mobile app and view transactions in real-time. You can also reconcile accounts directly from your phone.

Reports

The mobile app provides access to a range of reports, including profit and loss statements, balance sheets, and cash flow statements. You can also customize reports to suit your specific needs.

Conclusion

In conclusion, using the QuickBooks mobile app with QuickBooks Desktop is a great way to stay on top of your finances while you’re on-the-go. With features like invoicing, expense tracking, banking, and reporting, you’ll have all the tools you need to manage your business from the palm of your hand. So why not give it a try today?