QBO Mobile App In the Field

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. Use third-party apps to keep track of employee timecards and schedules. 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!

Course Length

• 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
• Managing timecards and schedules with 3^rd Party Apps

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO). She has a Master of Arts in Teaching, and is a member of the Intuit Trainer/Writer Network.