Skip to content
View menu
Royalwise OWLS (On-demand Web-based Learning Solutions)
Log in
QuickBooks® Training Library

QBO To-Go: The QuickBooks Mobile App


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $55 or enter access code

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, and snap pictures of receipts all from your cellphone!

After completing this course, you will be able to: 

  • Describe how to navigate the mobile app interface

  • Recognize mobile features that are different from using a computer browser

  • Recall how to scan receipts using your camera

  • Identify how to create transactions on your phone or tablet

  • Describe how to take credit card and ACH payments from customers

 

What You’ll Learn 

  • Mobile App features not on the website

  • Creating and emailing Estimates, Invoices, and Sales Receipts while onsite

  • Taking pictures of receipts in QBO® on a smartphone to maintain a paper trail

  • Swipe credit cards with the bluetooth reader

 

QuickBooks® Online Mobile App Course Description

Use QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you. Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts.


Bookkeeping has never been so easy and fun!


QuickBooks® Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t!

  • Reduce paperwork by creating Estimates and Invoices onsite, with signatures.
  • Eliminate after-the-fact accounting by using your camera to take pictures of receipts.
  • Swipe credit cards with the bluetooth reader.

In this hands-on workshop we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your customers. The more you can do on the fly, the less you have to do in the office!

 

 

 

 

 

 

 

 

 

 

Instructional Level

Basic

 

Course Length

1.5 hours

 

Course Credits

1.5 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

QAS Self Study

 

Who should take this class?

  • Anyone who works while they’re out on the go

  • Anyone who accept credit cards for customer payments

  • Bookkeepers and Accountants who wish make educated recommendations to clients

 

Advance Preparation

None

 

Learners rave: Find out why people love this course!

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.

 

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

 

 

 

 

 

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 


Course Credits: 1.0 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: May 2025
Course Page Updated: March 2026

This course was previously titled, "Get Out! The QBO Mobile App."

 

 

 

^ Back to Top ^

 

 

 

Here is the course outline:

1. Download the Handout (Required for CPE Credit)

Download the handout that goes with the course.

2 sections
Handout: QBO Mobile App Slides
Glossary of Terms

2. Get Out! Use the QBO Mobile App (2025)

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, and snap pictures of receipts all from your cellphone!

16 sections
Introduction and Agenda
Explore the Difference: The QBO App vs The Browser
Interface Overview
Menus and Today View
Activities and Tasks
My Business
Transactions Menu
Receipt Capture
Chart of Accounts, Sales, Expenses
Mileage Tracker
Products and Services
Sales Transactions
Customer Management
QB Payments on the Go
Reports
Your Mobile Office: Additional Helpful Apps

3. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

2 sections
Quiz: The QBO Mobile App
Evaluation & Participation Survey

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top