Qbo To-Go: The Quickbooks Mobile App (2025)

Use the QuickBooks Online Mobile App when you don’t have your computer with you.

What you'll learn

Mobile App features not on the website

Creating and emailing Estimates, Invoices, and Sales Receipts while onsite

Taking pictures of receipts in QBO® on a smartphone to maintain a paper trail

Swipe credit cards with the bluetooth reader

Requirements

None

Description

After completing this course, you will be able to:Describe how to navigate the mobile app interfaceRecognize mobile features that are different from using a computer browserRecall how to scan receipts using your cameraIdentify how to create transactions on your phone or tabletDescribe how to take credit card and ACH payments from customersUse QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you.Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts.Bookkeeping has never been so easy and fun!QuickBooks® Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t! Reduce paperwork by creating Estimates and Invoices onsite, with signatures. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Swipe credit cards with the bluetooth reader.In this hands-on workshop we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your customers. The more you can do on the fly, the less you have to do in the office!

Overview

Section 1: Get Out! Use the QBO Mobile App (2025)

Lecture 1 Introduction and Agenda

Lecture 2 Explore the Difference: The QBO App vs The Browser

Lecture 3 Interface Overview

Lecture 4 Menus and Today View

Lecture 5 Activities and Tasks

Lecture 6 My Business

Lecture 7 Transactions Menu

Lecture 8 Receipt Capture

Lecture 9 Chart of Accounts, Sales, Expenses

Lecture 10 Mileage Tracker

Lecture 11 Products and Services

Lecture 12 Sales Transactions

Lecture 13 Customer Management

Lecture 14 QB Payments on the Go

Lecture 15 Reports

Lecture 16 Your Mobile Office: Additional Helpful Apps

Anyone who works while they’re out on the go,Anyone who accept credit cards for customer payments,Bookkeepers and Accountants who wish make educated recommendations to clients