Is 2013 the
Year You Finally Go Mobile With Financial Data?
|Figure 1: You can see this screen no
matter where you and your smartphone
recently upgraded Android
version is pictured here).
Using QuickBooks Mobile, you'll
improve business relations, put out fires before they start and unchain yourself
from your office computer.
There are only a few reasons
why you wouldn't be using QuickBooks Mobile on your smartphone. Maybe
you don't have a smartphone. Or when you're out of the office, you don't want to
be available for accounting work. Or you might not think that it has enough
features to make it worth using.
While the first two reasons are a
matters of personal preference, the third just isn't true. QuickBooks Mobile
automatically -- and almost instantly -- synchronizes the data from your desktop
or laptop computer copy for QuickBooks. While it's only focused on sales, not
payables or payroll, you can manage receivables quite nicely whether you're in a
customer's office or at a trade show or community event -- or sitting on the
couch at home.
|Figure 2: You can record sales receipts and
payments on your smartphones -- even schedule appointments
that move to your Google calendar.
There are numerous situations where you might want to access, add or edit
customers, estimates, invoices, sales receipts or payments when you're not
near the PC where QuickBooks is installed, like these:
- You do a half day of onsite training and your client wants to pay you cash right then to qualify for a discount. You can record the payment and email a sales receipt.
- You're on the road and you want to see how well your bookkeeper is
managing receivables. QuickBooks Mobile displays three views: recent
activity, today and upcoming.
- You're with a client who would like to give you a check to get
current, but he or she can't find the invoice. Rather than calling
your office and sitting on hold until someone has time to look, you
can pull up the form on your smartphone to discuss it.
|Figure 3: Missed your flight and afraid
you'll miss the current payroll run, too? Intuit Online Payroll
gives you access from your Android or iPhone.
The Perils of Payroll
QuickBooks Mobile doesn't support payroll, but Intuit Online Payroll does.
Like QuickBooks Mobile, the app itself is free (of course, you have to pay
for the service itself). You can view the most recent payroll run and
employee information, as well as preparing, previewing and approving the
Neither app is available yet for the iPad, though QuickBooks Online
Paper or Plastic?
If you've been in business for very long and still don't accept credit
cards, you have an idea of how many sales you've lost. And QuickBooks Mobile
won't let you do so, anyway. You'll need to get a merchant account from
Intuit Merchant Service for QuickBooks (fees apply). A merchant account
allows you to accept plastic through QuickBooks itself, your web browser,
your web storefront -- and on your smartphone or iPad.
To do so, you'll need to apply for a merchant account and download Intuit's free
GoPayment app. You can either swipe cards on the free mobile reader or type
numbers in. Your customers sign their names on the surface of your mobile
device, and you can print or email a receipt.
It would be nice if
those credit card payments were just instantly zapped into the right places in
QuickBooks, but alas, it isn't so. You'll need to do some setup and processing
both within QuickBooks and in the online Intuit Merchant Service Center. We can
help you with setup and your initial transactions to make sure all of your
payments get through and are deposited and/or credited correctly.
|Figure 4: You'll need to
get acquainted with the Intuit Merchant
to work with credit card
We think you'll find that once you start using all of the mobile payments services that Intuit offers, you'll wonder what took you so long.
you have any questions, or need help getting set up, call us...