How Do I Upload Pictures of Receipts on the Quickbooks Online App

GETTING HELP

BEFORE YOU START

What can I do in QuickBooks Online on my iPhone?

This mobile companion app keeps you connected to QuickBooks Online on the web wherever you are. Use information technology to:

• View, add, and edit customers and sub-customers, and import them from your contacts.
• Add notes (with or without photos) to customers and transactions.
• View, create, edit, and delete estimates, invoices, payments, and sales receipts.
• Add expenses (attach photos of receipts), vendors, and bank and/or expense accounts.

Visiting a customer?

• See if at that place are overdue invoices you tin can get paid for while you're at that place.
• Desire to create, edit or delete an judge, invoice or sales receipt? Convert an guess to an invoice? Receive a payment on the spot? You can!
• Need to contact the client before yous visit? Call or email directly from QuickBooks Online on your iPhone.

How does it work with QuickBooks Online on the web?

And any information yous add together or update in QuickBooks Online on your iPhone is immediately available in QuickBooks Online on the web. Wherever you decide to piece of work, your data is always up to date and available. QuickBooks Online on your iPhone is always in sync with QuickBooks Online on the web. Client, gauge, invoice, sales receipt, payment, expense, vendor, particular, and account data you lot add together or update in QuickBooks Online on the spider web is immediately available in QuickBooks Online on your iPhone.

Which operating systems are supported for the iPhone?

We currently support iOS 8.0 and later.

Are my data and privacy safety?

Yes! The aforementioned security that protects your QuickBooks Online data on the spider web applies when you lot employ QuickBooks Online on your iPhone. For more than about how we protect your data, run into our Online Security Middle. You'll discover boosted details in QuickBooks Online Aid.

Nosotros participate in the TRUSTe certification plan and keep your data and privacy condom.

What if I don't meet my latest information?

If you just fabricated a alter in QuickBooks Online but don't come across the information on your phone, tap and pull the page down to rapidly refresh the data in the listing with your latest changes from QuickBooks Online.

If you nevertheless don't see your latest information, you lot can refresh all of the QuickBooks Online data on your phone, which might take a few minutes.

• In the card tap SETTINGS > Refresh Data.

Can I utilize a passcode or Touch ID for faster sign in and added security?

All devices support using a passcode, and newer devices support using Touch ID. You lot can save time signing in by using a passcode or Touch ID instead of inbound your username and password each fourth dimension you lot sign in. Here's how to set up them up:

Fix up your passcode

1. Tap the menu > Settings > Passcode and slide the push button correct to turn passcode on.
2. Tap and ostend the 4-digit lawmaking yous'll use to open QuickBooks.
• You tin can plow passcode functionality on and off, enter and alter your passcode, and set how frequently you lot'll exist prompted to re-enter your passcode.
• If you forget your passcode, but sign in with your username and countersign and reset your passcode in Settings. If you accept multiple devices (iPhone, iPod impact, and then on) yous tin use dissimilar passcodes for each one.

Set your Touch ID and passcode

Annotation: you must set upward Touch ID for your device before you can use it with QuickBooks.

1. Tap the menu > Settings > Passcode & Bear on ID > Touch ID.
2. Tap OK to confirm that others you lot requite permission to can too set up Touch ID on the device.
3. Tap and confirm the 4-digit passcode yous'd like to use.
4. Shut or groundwork QuickBooks temporarily, and so tap the QuickBooks icon to open it.
5. When you lot see the Bear on ID prompt, identify the same finger that you previously used to ready Bear upon ID on the Home button to register your fingerprint.

Set up how long QuickBooks can be inactive before you must sign in

To gear up how long QuickBooks can exist inactive before you must unlock information technology with your passcode or Touch on ID, tap the menu > Settings > Passcode & Touch ID > Require Passcode and cull the duration. This reduces the take a chance of someone else accessing your data if you lot leave your device unattended.

Can I use my password managing director app to sign in to QuickBooks?

Yes! Earlier signing into QuickBooks, open your countersign manager app and add your QuickBooks username and countersign. The next time you tap QuickBooks to sign in, yous'll see the primal icon where you enter your User ID.

1. Tap the the central icon to open up countersign managing director.
2. Tap the countersign manager icon and enter your password, or employ Touch ID to open up countersign director using your fingerprint.
3. When the password director opens, tap your QuickBooks username.

How practice I update my credit card information?

The way you'll update your credit carte du jour information for your QuickBooks Online subscription depends on how you originally paid.

iPhone: If you lot paid through iTunes on your iPhone, do the post-obit from your iPhone:

1. Open your iPhone'southward Settings and tap iTunes & App Shop.
2. Tap your Apple ID (near the peak of the screen).
3. Tap View Apple ID.
4. Enter your Apple ID password.
5. In Business relationship Settings under Subscriptions, tap Manage.
6. Tap your QuickBooks Online subscription, enter your new credit card information, and salvage your changes.

Web: If y'all paid through QuickBooks Online on the spider web, do the following from your estimator (not from your mobile device):

1. Sign in to QuickBooks Online on the web from your figurer at http://qbo.intuit.com.
2. In the upper-correct corner, click the gear next to your company name, so click Your Account.
3. In the Billing Info Section, click Edit Billing Info.
4. Update your credit menu and any other billing information and click Salvage Changes.

iPad: If you lot paid through iTunes on your iPad, do the post-obit from your iPad:

1. Open your iPad's Settings and tap iTunes & App Store.
2. Tap your Apple ID (acme right side of the screen).
3. Tap View Apple ID.
4. Enter your Apple ID password.
5. In Account Settings under Subscriptions, tap Manage.
6. Tap your QuickBooks Online subscription, enter your new credit card data, and save your changes.

Android: If you paid through Google Play on your Android device, practise the following from a web browser on your computer or device:

1. Sign in at wallet.google.com.
2. Click Payment methods on the left side carte du jour.
3. Find the card you want to update and click Edit.
4. Make your changes.
5. Click Salvage.

FUN THINGS First

How can I run into all my latest activities?

When you lot sign in, you'll exist on your Company Activeness feed.

• Your activities are listed in chronological order, with the nigh recent one at the summit.
• In addition to transactions for the last 180 days, yous'll see notes, photos, and other attachments.
• Paperclips indicate transactions that have attachments.
• Tap any transaction for details, and tap Activity to see the notes, photos, and other attachments.
• To find a specific transaction or notation in the feed:
  • Tap the magnifying glass , enter a keyword to find, and tap Search.
  • To expect within a group of transactions (including those that need attention), or in notes, tap Filter Past, select the filter, and browse or search inside the group.
• To create a new transaction or note, tap + at the bottom of the page.
• To return to your Company Activity feed, tap the menu and tap Activity.

To view a Customer'due south Activity feed

• In the bill of fare tap Customers.
• Tap a client's proper noun to see the work yous've been doing for them.

To view transaction activities

• Open up the transaction and tap Activity to see notes, photos, or documents you've attached, and see when you created and terminal edited the transaction.
• You'll likewise see "Company Profile Edited" if you updated a company preference in QuickBooks Online on the spider web.

How tin can I salvage time using settings?

Settings help yous customize QuickBooks Online on your iPhone, saving you time and effort. Here's what you'll find in Settings—endeavour them out for yourself!

• Version. This is the version of the app yous're currently running.
• Company Information. This is where you'll set upwards contact details about your company, including your company proper noun, accost, telephone number, and URL. This data appears on your sales forms.
• Passcode. Y'all can set a Passcode to prevent others from accessing your QuickBooks app, fifty-fifty if your iPhone is unlocked. You can as well change your Passcode.
• Invoice Notifications. You'll be notified that you accept overdue invoices. This setting is on past default, merely you tin plow it off.
• Sales Forms. Yous can create custom letters for estimates, invoices, and sales receipts. Tap Default email message and tap the course y'all desire to customize. Yous tin create a different subject and message for each type of sales form.
• Manage Tax Rates. Y'all can fix and add together new tax codes and rates for your business. As your business expands to new places, yous can collect the correct taxation so you're set up for tax time.
• Subscription. Here'south where to see how much fourth dimension is left on your QuickBooks subscription before information technology'south time to renew it. You can also get subscription help if you need it.
• Send Feedback. Please tell the states what you think—nosotros want to know how nosotros can make the app even better for you.
• Refresh Data. Tap to quickly get all your transactions and data from QuickBooks Online on the web.
• Sign Out. Tap to shut your current session and leave from the app.

What's the fastest way to create a new transaction?

You can create a new transaction from scratch, or copy a completed transaction to duplicate data from the original, and save information entry time.

How do search and filters piece of work?

Yous can hands find transactions in a list by searching and applying one or more than filters. To search within a list and filter the contents, open the list and:

Can I impress transactions?

Yes! All you need is a supported AirPrint-compatible printer. To impress a transaction the way it appears when you lot preview it, tap the action push button then tap Print.

Y'all can choose any supported AirPrint-compatible printer, specify the range of pages to print, and select the number of copies. Meet the:

• iOS AirPrint 101 folio for supported printers and system requirements.
• AirPrint troubleshooting assistant for help resolving printing bug.

Can I propose another topic for this FAQ?

Certainly! In the menu tap SETTINGS > Send Feedback. Nosotros'd love to hear from you and volition be happy to answer your question.

CUSTOMERS AND VENDORS

Tin can I import customers and vendors from my contacts list?

Yes! Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON.

How do I view, add, and edit customer data?

In the card tap Customers to see all of your customers.

• Tap the magnifying glass and tap Status. You can filter the listing to come across Open, Overdue, Recent, Nearby, and Top Sales customers. See How practise searches and filters work? for more than info.
• If the customer has an outstanding balance, it's listed next to the customer'southward name.
• The client info page shows a summary of the customer's transactions, including estimates, invoices (open up, overdue, paid), payments, and sales receipts.
• Tap the Details button to run across their contact details, terms, and boosted information.
  • To edit the data, tap the edit button , make your changes, and tap Save.
  • Tap the phone number or electronic mail address to call or transport the client email.
• Tap the pin or the client's address to see their location on the map and get directions. See Can I go maps and directions for customers? for more info.

To add a customer

To import a client from your contacts

Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON.

To add together a sub-customer, come across Tin can I view and add sub-customers?

Can I view and add sub-customers?

Aye! If you currently use sub-customers in QuickBooks Online, you'll run across them on the client and transaction list pages.

Why use sub-customers?

Apply sub-customers to rail the price of work and services you provide for a customer.

• You can have up to 4 levels of sub-customers beneath a parent customer. 1 or 2 sub-customer levels work for most businesses.
• You tin can alter the parent customer associated with a sub-client, just you can't edit a parent customer to make it a sub-customer, or edit a sub-customer to make information technology a parent customer.

To add a new sub-customer

1. In the menu tap the Customers button.
2. On the New Customer page, curl to the lesser and tap Is this a sub-client? to plough the setting ON. Yous'll encounter the Sub of field and Pecker with parent options.
3. Add the parent customer name in the Sub of field.
4. If this sub-customer should be billed with the parent, tap Beak with parent? to plough the setting ON; otherwise yous'll bill this customer, not the parent. See QuickBooks Online Help on the web for more than almost the "Bill with parent" and "Bill this customer" settings.
5. Add together the phone, email, address, terms, and whatsoever notes.
6. Salve your entries.

Can I add a message to a transaction for the customer?

Yes! When you create a new approximate, invoice, or sales receipt, enter your message in the Customer Message field at the bottom of the page.

How practise I add together a vendor?

To import a vendor from your contacts

Your iPhone Settings > Privacy > Contacts > QuickBooks setting must exist ON.

Tin I become maps and directions for customers?

Yes! Your iPhone Location Services setting must be ON for your iPhone and for the QuickBooks Online iPhone app. To find and plough the settings on:

• In iOS 8.0 and later, go to iPhone Settings > Privacy > Location Services

To get back to QuickBooks Online on your iPhone, just double-tap your iPhone Abode button and then tap the QuickBooks Online icon .

One time settings are on, tap the customer's address to see their location on the map and get directions.

ESTIMATES, INVOICES, AND SALES RECEIPTS

How practice I view, add, edit, and delete estimates?

Can I catechumen an judge to an invoice?

Yes! Open the guess and tap Convert to Invoice. In one case the invoice displays, tap Save.

How do I view, add, edit, and delete invoices?

How do overdue invoice notifications work?

If you have overdue invoices, nosotros show a popup message to let y'all know.

When you sign out of the app, we'll schedule a notification for 9am the adjacent 24-hour interval. (We're polite, and will simply display a notification if y'all haven't already opened that company on your phone past 9am that day.)

Notifications are on by default, but you tin plow them off in your app's settings or your phone's settings:

• In the menu tap SETTINGS and turn Invoice Notifications OFF.
• On your iPhone, tap Settings > Notifications Center > QuickBooks.
• Under Alert Style, tap None to finish receiving banners or alerts.
• Y'all tin can also plough Notification Center OFF to prevent QuickBooks notifications from beingness added to the Notification Center console.

What's the deviation between an invoice and a sales receipt?

• Y'all use an invoice if y'all allow your customer pay you later. Yous set up terms to indicate how long the customer has to pay. If they don't pay within the specified time limit, their invoice is overdue.
• Y'all use a sales receipt when your customer pays you on the spot for appurtenances or services.

What's the deviation between open, overdue and paid invoices?

When viewing your invoice list, overdue invoices are listed commencement and then information technology's easy to see who owes you lot.

• Open invoices accept open balances.
• Overdue invoices accept open balances and have also passed their due dates (based on the terms you specified for the invoices). The most overdue invoices appear at the top of the list.
• Paid invoices are paid in total.

If y'all filter the invoice list using the "Open" filter, both open and overdue invoices brandish.

Can a customer pay me straight from an invoice?

Yes! If you have an Intuit Payment Network (IPN) or Intuit Commerce Network (ICN) subscription, turn the online payments selection ON in QuickBooks Online on the web. When yous:

• Tap Email to send the invoice to your customer, you lot'll see the available payment options (Credit Card, Bank Transfer, or Online Payment, depending on your version of QuickBooks).
• Transport the invoice to the client, they can tap Pay now in the invoice email to pay you using the methods you specified in QuickBooks Online on the web.

How do I view, add, edit, and delete sales receipts?

What should I know nearly multicurrency?

QuickBooks Online on your iPhone currently shows simply the customers and transactions that use your domicile currency. If you take customers and transactions that use other currencies, you'll need to view and work with them in QuickBooks Online on the web.

Can I electronic mail estimates, invoices, and sales receipts to customers?

Yep! If you haven't set up an email account in your phone'due south Settings, do that starting time. So open the tape and tap the preview push to view the record before you transport it.

From whatever transaction you can tap the activeness push and and then tap Electronic mail.

What if I use custom transaction numbers in QuickBooks Online on the web?

• When you create a new transaction in QuickBooks Online on your iPhone, the side by side custom number in the sequence is assigned to your transaction.
• If you modify the number, yous'll first a new custom number sequence.

If I've customized my sales forms, will I see the custom fields and data?

Aye! If you apply QuickBooks Essentials or QuickBooks Plus, and you created custom fields for your sales transaction forms in QuickBooks Online on the web, you lot'll see those fields and data when yous preview the estimate, invoice, or sales receipt. Custom fields simply appear on your forms when you've entered information in them.

If you'd like to add together custom fields to your sales forms, be sure yous have QuickBooks Essentials or QuickBooks Plus, and then:

1. Sign in to QuickBooks Online on the spider web at https://qbo.intuit.com/.
2. Tap the gear > Visitor Settings > Sales > Sales form content > Custom fields.
3. Follow the instructions to add up to 3 custom fields on your sales forms.

Tin can I utilise class and location tracking?

Yes! If you lot use QuickBooks Plus and you lot currently utilize class or location tracking in QuickBooks Online on the web, yous'll see your class and location fields on estimates, invoices, sales receipts, and expenses, and you can create new ones.

If you don't currently use grade or location tracking, be sure yous take QuickBooks Plus and then turn the features on in QuickBooks Online on the spider web, to be able to track finances for multiple business locations, and assign expenses and income to "classes" so they're easier to track.

To plough location tracking on

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
2. Tap the gear > All Lists > Locations > New.
3. Enter and save location info for each location you want to rail.
4. Tap the gear > Visitor Settings > Categories > Rail locations.

To turn class tracking on

1. Sign in to QuickBooks Online on the web at https://qbo.intuit.com/.
2. Tap the gear > All Lists > Classes > New.
3. Enter and save the course name and details.
4. Tap the gear > Visitor Settings > Categories > Track classes.

See the QuickBooks Online Help on the web for more than data about class and location tracking.

Tin I see my accounts and greenbacks menses in the register?

NOTES AND PHOTOS

Tin can I add notes and photos to transactions?

Yes! In the bill of fare tap the Notes + button to create a note that includes text and/or a photo.

To add a annotation to a transaction

Open the estimate, invoice, sales receipt, or payment, and tap the note button at the bottom of the page.

• Tap Create Notation to create a new ane.
• Tap Attach Existing Note, select 1 or more than existing notes, and tap Attach.
• If yous attach a note to a transaction, information technology moves from your notes listing to the transaction Activity page.

To remove a note from a transaction

• Open the transaction and tap Action.
• Tap the annotation to open it, and tap the action button .
• Tap Remove from to remove the notation from the transaction.
• Notes that you lot remove are added to the customer unless they're from a sales receipt that has no customer, and so they're moved to the Company Activity feed.

To add together a note from your Company and Client action feeds

Tap the + at the lesser of the folio and tap Note.

How do I assign a notation to a customer?

How do I meet a customer annotation I added in QuickBooks Online on the web?

• In the card tap Customers to run into your client list.
• Find and tap the customer's proper name to encounter their activities.
• Tap the customer's proper noun and scroll to the bottom of the customer info page.
• Your notation appears in the Other Details field.

ITEMS FOR PRODUCTS & SERVICES

How do I create a new item to add together to my transactions?

How do I view and add items for products and services?

Tin can I add and update service dates?

Yep! If you use service dates in QuickBooks Online on the spider web, you'll see the Service Date field on the Item Details folio. You tin add and update the engagement to evidence when you actually finished the work.

Encounter the QuickBooks Online Help on the web for more information about service dates.

RECEIVE PAYMENTS

How exercise I view, add, edit, and delete payments?

You tin can create "Receive Payment" transactions to indicate when and how your customers paid y'all, and which open invoice(due south) you lot've applied their payments to. Yous can as well view, edit, and delete "Receive Payment" transactions.

Receive a payment

1. In the card tap the Payments button to create a new payment.
2. On the Receive Payment page:
   • Select the customer who paid you and enter the payment details.
   • If the Payment Amount y'all enter matches an open up invoice exactly, the amount is applied to that invoice; otherwise, the amount is automatically applied to the oldest open invoice first, followed past the next oldest invoice, and so on.
   • You can enter different amounts for any open invoices, or tap the radio buttons to speedily auto-make full the balance due amounts.
   • If the Payment Corporeality exceeds all of the open up invoice balances, the Unapplied Corporeality is listed at the lesser of the page.
   • When you finish entering payment details, tap Save.

Other ways to receive a payment:

• In the carte tap Payments and and then tap +.
• While viewing the client's open or overdue invoices, tap Receive Payment.

View payment details

Edit or delete a payment

• In the carte du jour tap Payments.
• Tap the payment to run across details.

Annotation: You lot can't delete a payment that was processed using GoPayment.

Note: If you currently use GoPayment to accept credit card payments from your customers, you tin use it inside our app when yous create a payment. See Can I accept credit bill of fare payments using GoPayment? for more info.

Tin can I accept credit bill of fare payments using GoPayment?

Yes! If yous currently apply GoPayment and information technology'southward connected to your QuickBooks Online, you lot'll meet it in our app when you create a sales receipt or payment. Only swipe your customer's credit carte or type in their card information to accept a payment.

• If you're using the GoPayment reader, plug it into your iPhone and exist sure the iPhone volume is on the highest level.
• If you don't accept a reader, you lot can cardinal enter the credit card information into GoPayment.
• GoPayment works with Visa, MasterCard, American Express (AMEX), and Discover cards (if your GoPayment account supports these).
• Using GoPayment in our app saves you time because the payments go recorded directly in QuickBooks Online—no need to import or add them to QuickBooks Online later.
• GoPayment credit menu processing is turned on by default, but if y'all'd adopt non to use it in our app, open the menu , tap SETTINGS, and plow GoPayment OFF.
• Payments you process with GoPayment through our app won't announced in the standalone GoPayment app.
• To learn more than nearly GoPayment or sign upward for it, visit Intuit Merchant Services.

To have a payment using GoPayment

On the New Sales Receipt or Receive Payment screens:

1. Specify the customer, engagement, and payment amount, and add a memo if you need to remember something about the customer or payment. Enter disbelieve, tax, and shipping amounts if they utilize. (For sales receipts you must likewise specify an particular.)
2. Tap Credit (the payment method) and tap Side by side.
3. If the card reader is plugged in, swipe the customer's credit card ; otherwise tap Key Enter Card.
   • If typing the card information, enter the credit carte du jour number, expiration date, and menu holder proper name.
   • Tap Next and enter the security code and customer billing address ZIP code.
   • Reddish highlights show any entries you demand to correct.
   • Tap Adjacent.
4. (Optional) Accept the user "sign" with their finger. They tin articulate and sign once more, if desired.
5. Tap Charge, and so tap Ostend to process the charge. When you've received the payment, you'll see "Success Transaction approved!"
6. To e-mail the sales receipt or payment containing the GoPayment transaction information, open the transaction and:
   • Tap the activity push button .
   • Tap Email.
7. The email includes the type of credit carte du jour used, the last 4 digits of the credit card number, and the transaction authorization number.

Annotation: Yous can't delete a payment that was processed using GoPayment.

To edit a sales receipt or payment charge made with GoPayment

You can edit information that doesn't affect the accuse, such as the engagement, reference #, and memo.

1. Open the Sales Receipt or Payment and tap the edit button .
2. Change the date, reference number, or memo and tap Salve.

If yous try to change fields that bear upon the charge, simply cancel the changes—you lot can't save them.

To void a payment made using GoPayment

If you need to void a payment, try voiding information technology before 3pm PST on the same twenty-four hours you accepted the payment, which is when most credit card payments are candy.

1. Open up the Sales Receipt or Payment and tap the action button .
2. Tap Void Transaction.

If yous can't void the payment or if your client overpays y'all, go to the Merchant Service Center and issue your client a refund.

To email a transaction paid using GoPayment

1. Open the Sales Receipt or Payment and tap the action push .
2. Tap Electronic mail

The e-mail includes the blazon of credit bill of fare used, the last 4 digits of the credit menu number, and the transaction potency number.

• Sales Receipt emails include a PDF of the transaction, only the PDF doesn't contain the GoPayment transaction details.
• Payment emails don't contain a PDF of the transaction.

Rails EXPENSES

How do I view, add, and manage expenses?

When you pay for a business expense, you can enter the amount y'all paid, the vendor (payee) you paid, and the business relationship you paid from. Yous tin split an expense between different categories and/or customers, adhere a receipt photo to an expense, edit and delete expenses.

To view expenses:

To add an expense, adhere a receipt photograph, or split the expense:

• In the menu tap the Expenses push to create a new expense.
• Enter the amount you paid, and how you paid (tap Credit, Check, or Cash).
• Select the bank or credit card account yous paid from.
  • If the account isn't listed on the Select Account page, tap +, enter the account name and clarification, and tap Save.
• Enter the remaining information, including who yous paid.
  • If the vendor isn't in your Payees list, tap +, enter the new vendor info, and tap Save.
  • Run into the QuickBooks Online Help on the web for info almost tracking 1099 payments.
• To attach a photograph of the receipt, tap the camera and take a photo, or choose a photograph from your photographic camera roll.
  • If you take a photograph while creating the expense, it'south attached to the expense.
  • To add together it to your camera gyre, tap the action push and relieve it to your photographic camera gyre.
• To split up the expense betwixt customers or categories, tap Add a Split.
  • Enter the split amount, select the expense type/category, the customer information technology was for (when this preference is turned on in QuickBooks Online on the web), and whatsoever notes.
  • Tap Washed and then tap Save.

To edit or delete an expense:

DOWNLOAD BANKING TRANSACTIONS

How do I download banking transactions?

ane. Why should I download my depository financial institution transactions into QuickBooks?

When you download your bank transactions:

• QuickBooks categorizes and matches transactions it recognizes, so you can apace review and take them.
• As y'all categorize additional transactions, QuickBooks learns how to categorize them in the future.
• When you take transactions, QuickBooks creates additional records (such every bit deposits and expenses) to eliminate additional data entry and save yous more time!

You can add and match bank transactions, and quickly accept them in QuickBooks during those spare moments throughout the day, like when you're waiting in line to get coffee.

Matching and adding banking concern transactions ensures your data is accurate and consummate, so QuickBooks can give you lot more accurate reports and insights into how your business is doing.

two. How do I download my bank transactions to QuickBooks Online?

Connect to your depository financial institution from QuickBooks Online on the spider web to showtime downloading transactions. When the offset download completes, your transactions will also be bachelor in QuickBooks Online on your iPhone and iPad, so you tin categorize and accept them whenever you lot'd similar. Later on your get-go download, transactions download automatically (currently once a day), then your mobile devices e'er have recent bank transactions available to review and take.

To connect to your bank from QuickBooks Online on the web:

1. Sign in through your browser on the spider web at https://qbo.intuit.com/.
2. Click Connect an business relationship virtually the top right of the home folio, or cull Transactions > Banking and click Add account.
3. Enter your banking company's name in the box and click Search.
4. Under "All matching results" click the link for your bank.
5. Sign in with your depository financial institution site credentials.
6. When you're connected, click the blue That'southward it, I'm finished! button.

When you first connect an business relationship, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads should be much faster. For more than data, see the QuickBooks Online help on the web (search for "How to connect QuickBooks Online to your bank accounts").

Now you're ready to categorize and accept transactions from QuickBooks Online on your iPhone and iPad!

3. How do I review, categorize, friction match, accept, and exclude transactions?

To quickly review and accept transactions that QuickBooks has already categorized for you lot:

1. Tap the menu > Banking.
2. Tap the account that contains transactions yous want to categorize. If you have multiple accounts , swipe through them or tap the list button at the bottom of the page to come across your list of bank accounts and so tap the 1 you lot want.
3. Tap NEW TRANSACTIONS. By default, all transactions in the account display.
4. To quickly review transactions QuickBooks has already recognized, categorized, and matched for you lot, tap Recognized.
   • If QuickBooks correctly categorized and matched the transaction, swipe to the correct to accept information technology.
   • If you're not certain, tap the transaction name to review the details and make changes if necessary. You can alter the category, add a split, select the payee, location, class, and add a memo. Note: If in that location's a clarification for the downloaded bank transaction, and you lot checked the "Copy Description" checkbox in QuickBooks Online on the web, y'all'll see the banking concern description in the memo field.
   • When you're done, tap Take.
   • Repeat until you've categorized and accustomed all the recognized transactions.
5. Tap All to run into the remaining, uncategorized transactions.
6. Tap the transaction name and review the details.
   • You lot can alter the category, add together a split, select the payee, location, class, and add a memo.
   • When y'all're done, tap Take.

Match transactions

QuickBooks shows possible matches to payments from customers and purchases from vendors—and more. For case, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it equally payment for the invoice.

To accept matched transactions:

1. Tap the bill of fare > Banking.
2. Tap NEW TRANSACTIONS to see suggested matches.
3. If the lucifer is right, swipe right to accept, or tap the transaction name to run across details.
   • If there's simply i match and it'due south correct, tap Accept.
   • If there are multiple matches, tap the correct i, and tap Have.
   • If none are correct, search to detect other possible matches. Tap the correct ane, and tap Accept.

Transfer transactions

If yous transferred money between bank accounts, they appear as transfers in your transaction list.

To review and take that the transfer shows the correct from / to accounts:

1. Tap the menu > Banking.
2. Tap NEW TRANSACTIONS to come across transfers.
3. If the transfer to / from accounts are right, swipe to the right to take, or tap the transaction name to see details and brand changes.
   • Tap the account if you need to change it.
   • Enter a memo about why you changed the account.
   • When you're done, tap Have.

Exclude transactions

If your list contains transactions you want to exclude, such as non-business transactions or duplicates:

1. Tap the menu > Banking.
2. Tap NEW TRANSACTIONS.
3. Locate the transaction to exclude and tap the transaction name to see details.
4. Tap the exclude button . If you need to include a transaction you excluded:
   • Go to QuickBooks Online on the web (Banking) and click Excluded.
   • Locate the transaction and click Undo.

MANAGE Revenue enhancement

What should I know about revenue enhancement?

• When adding or updating tax on your transactions, you lot'll come across the same tax lawmaking settings you currently use in QuickBooks Online.
• See QuickBooks Online Assist on the web for more data nigh working with taxation.

How practice I manage my tax?

Annotation: In our FAQs we refer to all taxes equally "revenue enhancement." In the app you'll see the taxes that use to yous (such as country and and so on).

To manage taxes for your business, go to Settings > Manage Revenue enhancement Rates. There you can:

• View a list of all your tax codes
• Add together single and combined tax rates
• Edit an existing taxation rate

Run across QuickBooks Online Help on the web for more than information about working with tax.

To add a revenue enhancement rate

1. From Settings, tap Manage Tax Rates.
2. Tap + and select Single tax rate or Combined tax rate.
3. For a Single rate: Add together your new taxation proper name, agency, and rate. Tap Washed and Relieve.
4. For a Combined rate: Add your new name, agency, and rate for 2 or more components.(Combined rates tin include new and existing rates.) Tap Washed and Save.

Annotation: Select Combined tax rate if your tax bureau makes you break down this revenue enhancement into multiple parts, such every bit city, canton, and country taxes.

To edit a tax rate

1. From Settings > Manage Revenue enhancement Rates, tap the rate you desire to edit.
2. Tap the edit button , make your changes, and tap Save.

Note: You tin can alter unmarried and combined rate names, and you can alter single rates. You can't change revenue enhancement agencies.

To modify the tax on a transaction

Edit the estimate, invoice, or sales receipt and:

1. Tap Tax and select a different taxation from the list.
2. You lot tin can also tap + to create a new revenue enhancement rate, so select information technology.
3. Tap Save.

To deactivate a tax code

1. From Settings > Manage Tax Rates, tap the tax lawmaking you desire to deactivate.
2. Tap the delete button and so tap Deactivate.

Note: When y'all deactivate a tax code, it'due south permanently removed from the list and can't be restored.

RUN REPORTS

How practise I run the Profit & Loss study?

Note: Y'all demand Admin or Accountant permission in QuickBooks Online on the web to run this study.

The Profit & Loss study shows how your business is doing over time—are you holding steady, decreasing, or trending upward? To see how y'all're doing:

1. In the menu tap Profit & Loss to see a graph of your Income, Expenses, and Internet Income for the year to date.
• Tap points in the graph to see the income and expense details for the month.
• Tap the written report filter and choose a unlike date range or enter a custom range.
2. Tap View Report to come across your income, expense, and gross profit breakdowns.
• Tap and pull the arrow down to return to the graph.

Note: You won't run across this report in the menu unless you have Admin or Auditor permission in QuickBooks Online on the web.

How practice I run the Balance Sheet report?

Note: You need Admin or Auditor permissions in QuickBooks Online on the web to run this report.

The Balance Sheet report shows the list of your electric current asset, liability, and equity account balances as of today's date. To view your rest sheet:

• In the menu tap Balance Sheet.
• You lot'll come across information on either a cash or accrual footing, depending on the preference yous set in QuickBooks Online on the web.

Note: You won't meet this report in the bill of fare unless you have Admin or Accountant permission in QuickBooks Online on the web.

LEGAL STUFF

Where can I see Terms of Service and other policies?

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Source: http://http-download.intuit.com/http.intuit/CMO/QBM2/ios/v4_3/iphone/en_US/apple_phone_qbo_faq.html

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