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Quickbooks Mobile: Productivity on the Go

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I think most everyone in business has heard of Quickbooks.  It’s the big daddy of accounting software for small to mid sized businesses.  I use Quickbooks to keep track of my business and, while it may be overkill for my type of business, I find it extremely powerful.

When running a business you must keep accurate book.  Specifically for tax reasons you need to have everything accounted for and categorized.  While there are many methods for doing this ranging from a paper ledger to spreadsheets programs to a shoebox full of receipts there are too many good apps out there today to continue using outdated methods.

Quickbooks Mobile is available for Android and iOS and is free for Quickbooks Online users.  If you use Quickbooks 2011 or 2012 (not Online) then you need a paid subscription to use the mobile apps.

Feature List

INVOICE CUSTOMERS
• Billing tool with unlimited invoicing on the go!
• Create, edit, & email invoices
• Email professional invoice forms
• Bill customers with invoices from anywhere

MANAGE CUSTOMERS
• View & edit customer information from mobile CRM
• Manage outstanding client balances and CRM
• Easy to use CRM solution

RECORD PAYMENTS
• Mark invoices and bills as paid
• Track payments and record sales
• On the go mobile accounting and bookkeeping

SALES RECEIPTS
• Create custom sales receipts
• Track business sales & email sales receipts to clients

ESTIMATES
• Create, edit, & email unlimited estimates
• Convert estimates to invoices
• Professional estimates for clients

One of the big draws with Quickbooks Mobile is the ability to generate and email invoices on the go.  This can speed up the time it takes to get paid and that is a good thing.  Lets say I am on site with a client and had a day long training session with their employees and performed routine maintenance on a server.  Using Quickbooks Mobile, I can pull out my iPad or Android phone and generate an invoice.  I then email it to them and it’s done.  I can’t tell you how many times I have forgotten to generate and send an invoice and it was a couple of weeks before I even sent an invoice to the client.

Estimates are another nice feature of Quickbooks Mobile.   I can picture having a meeting with a client regarding a new project then while things are fresh in your mind creating and emailing the estimate right there in the office.

There are many other features and Quickbooks Mobile appears to be a solid application and if you already use Quickbooks online then it’s free so why not give it a try.

 

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About Author

Ben is a follower of Christ, a rabid computer geek, small business owner, and breaker of things. He is married way above his station in life and has three wonderful children who have made driving him insane their mission in life.

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