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QuickBooks® Training Library

QBO To-Go: The QuickBooks Mobile App


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $37 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

 

Instructional Level

Basic

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Group Internet

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

 

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!

 

What people are saying about this 'Get Out! The QBO Mobile App' 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.

 

Watch it again later

You'll have lifetime access to the on-demand course including all handouts and class material. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again and again as you apply what you learn to each situation as it crops up.

 

Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"

 

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 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: December 2021
Course Page Updated: February 2024
This course was previously titled, "Get Out! The QBO Mobile App."

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

2 sections
Download the handout here
Glossary of Terms

2. Get Out! Use the QBO Mobile App (2023)

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!

9 sections
Intro and Agenda
Interface and Overview
Today View, My Business, Activity, and Menus
App Features: Transactions, Receipt Snap, Categories, Products and Services, Mileage Tracker
Sales on the Go
Expenses out in the Field
Reports
Your Mobile Office: Other Helpful Mobile Apps
Mobile App Review Questions

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
Evaluation & Participation Survey
Quiz: The QBO Mobile App

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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