QuickBooks Mobile Accounting App for the Organized Professional
This application allows you to add and retrieve any of your customer's information with ease. From this particular screen you can even tell if they have any unpaid accounts. When you touch the customer's name, you can them enter all of the aspects of their billing information, email, phone numbers, tax item, code, terms and shipping address. This takes away the need for toting around a cumbersome laptop when you aren't in the office and still syncs all of the information with your current QuickBooks account.
From the initial "customer" file you are able to view the history of all of your customers past transactions. It further categorizes estimates, all open, overdue or paid invoices and customer receipts. These orders can be printed, previewed and even emailed straight from this convenient summary menu.
Adding a new invoice for one of your customers is a snap. Just click the plus sign, designate the customer and add your new invoicing information. In this screen you will not only combine the details that you have already entered in your customers profile, but you also have the opportunity to modify the invoice template to the layout of your liking, added a memo to the invoice and provides categories that the particular item can fit into.
You are able to access all sales receipts from the bottom of your menu screen. To add a new sales receipt all you have to do is click the plus sign and select the template that you want to incorporate. You can then add any necessary extra information regarding your customer and include payment data. You have the capability to search for a receipt by looking for it according to date, amount or the customer's name. Here you also have the ability to preview the sales receipt, send it directly to your customer via email and you can even enter a personal message to the customer.
The QuickBooks app is always striving to update new technologies and more user friendly components. Added extra features? Directly call or email you clients directly through the app. It is even possible to get directions to your customer's office by simply touching their address in your customer profile. There is a help section available that includes a list of FAQ's and also lists a direct number to customer service should you have a question. If you start using QuickBooks mobile and you notice that there is something that they should add to make the app even better, Intuit welcomes your feedback.
It can be very overwhelming when your company's finances are not organized. Call your QuickBooks accountant today. To use the QuickBooks application on your phone, you must have a subscription to the software. Good news is that you can still download the app for free and take a test drive of the features. Don't have a smartphone that offers the offers the free QuickBooks app? You can still use QuickBooks Connect on your mobile internet browser. Accounting with this software is professional and simple in a small amount of time. It allows you (with your smartphone or computer) and your QuickBooks accountant access remotely to your finances and is a great way to save time in your busy day. Because of Intuit and QuickBooks accounting is now even more effective.
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