By Amanda Karen | CrunchSum
Your QuickBooks Online user experience just got better with the release of the QuickBooks Online iPad app. Now you can access your QuickBooks Online financial data on the go right from your iPad, enabling you to provide your customers with an even better customer service experience.
QuickBooks Online iPad App Perks
- Create and send customer invoices on the spot
- Interactive reports and charts reporting on income and expense activity
- Better remember and document important project details by capturing photos, receipt images, and notes
- Quick access to both your company and customer historical and current activity
After you login, the first screen you see is the Company Activity screen. You can think of this as your home screen. This screen summarizes all of your most recent activity including expenses, invoices, estimates, payments, changes to company profile, etc.
From this screen, you also have the option to add a new customer, create a new invoice, receive payments, add expenses, and add notes.
Company and Customer Snapshots
A side dash panel gives you quick access to your company activity and insights, including Invoices by Status, Profit and Loss statements by month and Invoices by Month reports, which come complete with bar and pie charts for informational purposes and your visual enjoyment.
You also have access to customer data including overdue invoices, open balances, and top sales amounts.
Edit individual expense transaction details right from your app including amount, date, payment method, vendor, general ledger account, etc.
You even have the ability to upload a relevant image (i.e. receipt).
QuickBooks Online is the #1 cloud accounting solution among small businesses and it is no surprise. Now you can access your QuickBooks Online bookkeeping data from your iPad, iPhone, Android device, and computer, enhancing your user experience even more. If you are not already signed up for QuickBooks Online, sign up here. You can learn more about the QuickBooks Online iPad app here. Download it today!
Do you use the QuickBooks Online iPad App? Are you finding it helpful? Tell us about your experiences below!
CrunchSum provides web-based bookkeeping and QuickBooks support services to web and technology companies.