Small Biz Dad

Search the Site

Menu
  • Home
  • Career Advice
  • Life
    • Family Life
  • Mobile Apps
  • Small Business
    • Employees
    • Small Business Finance
    • Small Business Technology
  • Reviews
  • Contact
Menu

Quickbooks Mobile: Productivity on the Go

Posted on November 7, 2012January 3, 2019 by ben

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to spreadsheets programs to a shoebox full of receipts there are too many good apps out there today to continue using outdated methods.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 Listquickbooks mobile

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.

 

[appstore id=”393232373″]

Leave a Reply Cancel reply

You must be logged in to post a comment.

About Us

My good friend Ben started this site many years ago.  Ben said this about himself, “am 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.”

Well back in 2019, Ben suddenly passed away from cancer and he asked me to continue the site. I like Ben, am a follower, a computer geek, a small business owner, and the father of 5 great children.

I miss Ben everyday but run this site in his honor. Thanks for visiting and enjoy!

-Larry S.

Recent Articles

  • Dealing With Challenging Customers: Sage Advice From Experienced Business Owners December 24, 2024
  • From Good to Great: Secrets to Running a World-Class Restaurant December 23, 2024
  • 5 Reasons to Make Sure You Write a Business Plan December 11, 2024
  • Ensure Your Employees Are Continuously Learning Whilst Working Remotely November 7, 2024
  • What You Need to Know Before You Set Up a Small Business August 7, 2024
© 2021 SLS WebServices