What Can You Do on the QuickBooks Mobile App?

Tyler Yates

If you’re a business owner, you know how important it is to stay on top of your finances. Luckily, QuickBooks has made it easier than ever to manage your finances on the go with their mobile app. In this article, we’ll explore some of the things you can do on the QuickBooks mobile app.

1. Manage Your Invoices

With the QuickBooks mobile app, you can easily create and send invoices to your customers. You can customize your invoices with your logo and branding, and track when they’ve been viewed and paid.

Create Invoices

To create an invoice on the app, simply tap on the plus sign icon at the bottom of your screen, select “Invoice,” and fill in the details such as customer name, item or service description, and price.

Send Invoices

Once you’ve created an invoice, you can send it directly from the app via email or text message. You’ll be notified when your customer views and pays their invoice.

2. Track Your Expenses

The QuickBooks mobile app allows you to track your business expenses by taking photos of receipts or importing them from your bank account. You can categorize expenses by type (e.g., office supplies or travel) and assign them to specific projects or clients.

Add Expenses

To add an expense on the app, tap on the plus sign icon at the bottom of your screen, select “Expense,” and fill in the details such as date, amount, category, and vendor name.

Categorize Expenses

You can easily categorize expenses by swiping left or right on each expense card. This will help you keep track of where your money is going each month.

3. View Your Reports

The QuickBooks mobile app allows you to view your financial reports in real-time, wherever you are. You can see your profit and loss statement, balance sheet, and cash flow statement at a glance.

View Reports

To view a report on the app, tap on the “Reports” tab at the bottom of your screen and select the report you’d like to view. You can also customize your reports by selecting specific date ranges or filtering by customer or vendor.

4. Manage Your Customers

The QuickBooks mobile app makes it easy to manage your customer information on the go. You can add new customers, see their contact information, and view their purchase history all from within the app.

Add Customers

To add a new customer on the app, tap on the plus sign icon at the bottom of your screen, select “Customer,” and fill in their details such as name, email address, and phone number.

View Customer Information

You can view a customer’s information by tapping on their name from within the customer list. From here you can see their contact information as well as any invoices or payments associated with them.

  • In conclusion:

The QuickBooks mobile app is an essential tool for any business owner who wants to stay on top of their finances while on-the-go. With features like invoice management, expense tracking, real-time reporting, and customer management all available from your smartphone or tablet device – it’s never been easier to manage your business finances than with QuickBooks Mobile App.