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Note: To see the tax override feature in the app, first go to QuickBooks Online on the web and create your tax codes in the company file. We refer to all taxes as tax. You'll see the taxes that apply for your locale (such as VAT, GST, state, provincial, and so on). You can edit the sales tax on an estimate, an invoice, or a sales receipt. Open an estimate, invoice, or sales receipt. Select Edit ✎, then select the Tax entry box. Change the tax amount, then select Done. The tax amount is not editable if you have not selected any tax from the Select Tax field, have not selected None when you chose a tax, or if the transaction belongs to an old tax model.

We'll show you how to use the QuickBooks mobile app to receive an invoice payment from your mobile device. iPhone Select Menu ☰. Then select the All tab. Select Invoice Payments. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts. If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page. When you're done, select Save. iPad From the Menu ☰, select Sales. Select +. Select Invoice Payment. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You ca

Before signing into the QuickBooks Online app, open your device's password manager app and add your QuickBooks Online username and password. The next time you sign in to the QuickBooks Online app, you'll see the key icon where you enter your User ID. Select the key icon to open your password manager. Select the password manager icon. To access the password manager, enter your password or use Touch ID with your fingerprint. When the password manager opens, select your QuickBooks Online username.

Learn how the QuickBooks Online app works for you. The QuickBooks Online app is an essential part of managing your business. It goes wherever you go. We'll give you a quick overview of what you can do with the app. QuickBooks Online app benefits View business details on mobile Profit and loss. Overdue invoices. Account balances. Send invoices on mobile Send beautiful invoices with your logo and look. Send and track invoices in multiple currencies. Send invoices with a Pay Now link or accept payments directly on an invoice via credit card. Connect to your bank. Your transactions will import automatically so you can quickly review and match them. QuickBooks Online app and browser versions are in sync When it comes to the QuickBooks Online app synching up with the browser version, you should know: The QuickBooks Online app is always in sync with QuickBooks Online on the web. Any task you do or information you add in the app shows up on the

Learn how to update an invoice payment using the QuickBooks Online app. You can easily make changes to an invoice payment using the QuickBooks Online app. In this article, we'll show you how. iPhone: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPhone. Select Menu ☰. Then select the ALL tab. Select Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. iPad: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPad. From the Menu ☰, select Sales. Select the filter drop-down ▼ arrow and choose Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. Android: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an Android device. From the Menu ☰, select Invoice Payments. Select the payment you want to

Learn how to import contacts from an iPhone or iPad into the QuickBooks Online app. There's no need to add customers manually into the QuickBooks Online app if they're already in your device’s contact list. In this article, we'll show you how to easily import them into the app. To import customers to the QuickBooks Online app from your iPhone or iPad, follow these steps: From the Menu ☰, select Customers. Select More Options ⋮, then select Import Customers. Choose who you want to add from your contacts. You'll see a tick next to each person or company you select. Select Add. Select OK when you see the Import Complete message.

Learn how to set up a PIN or Touch ID for your iPhone or iPad. Save time signing into the QuickBooks Online app by using a PIN or Touch ID instead of entering your username and password each time you log in. iPhone and iPad users can set this up by following the steps below. Set up App PIN iPhone Go to your device's Settings, then select App PIN. Slide the App PIN button to turn it on. Select and confirm the code you'll use to open the QuickBooks Online app. Things to know: You can turn App PIN functionality on and off as well as change your App PIN. If you forget your App PIN, simply sign in with your username and password, and reset your App PIN in Settings. If you have multiple devices, you can use different App PINs for each one. iPad Go to your device's Settings, choose Account, then select App PIN. Slide the App PIN button to turn it on. Select and confirm your digit code. You'll use this code to open the Qu

Learn how to approve bank transfer records from the bank. With online banking, you can easily accept bank transfer records from the bank. We'll show you how. You must have your bank account set up with online banking before you follow these steps. From the Menu ☰, select Transactions. If multiple banks are connected, select the bank you want. If the transfer to/from accounts are correct, swipe right to accept. Note: The transaction must contain tax. If updates need to be made to the transaction: Select the transaction. Update transaction details. Enter a note detailing why you updated the account. When you're done, select Accept.

From the Menu ☰, select Notes & Attachments, then select +. Choose Assign To:, then select the customer you want to assign this note to. Write the note text. If you want to attach a photo or image, select the paperclip icon, then select Camera or Files. Find and select your attachment. Select Done.

iOS From the Menu ☰, select Customers. Select the customer name you want to edit. Select Details, then select Edit ✎. Make your changes, then select Save. Android From the Menu ☰, select Customers. Select the customer name you want to edit. Make your changes, then select Done.

Learn how to capture signatures using the QuickBooks Online app. Let your customer sign an estimate or invoice with your QuickBooks Online app for a fast and secure transaction. iOS From the Menu ☰, select Estimates or Invoices. Select an existing transaction, or create a new one. Add any necessary information. Select Save. Select Get Signature. Have your customer sign with their finger. Select Done. Android From the Menu ☰, select Estimates or Invoices. Select an existing transaction, or create a new one. Add any necessary information. Select Done. Select Get Signature. Have your customer sign with their finger. Select Done.

When you look at the status of your invoices in the QuickBooks Online mobile app, you can see at a glance if your invoices are open, overdue, or paid. You can also see more specific details like if you sent the invoice to your customer and if they’ve viewed it. We’ll go over how to view the invoice status and what the statuses mean. View the status of an invoice In the QuickBooks Online mobile app, tap on Menu ☰. Then select Invoices.  Find the invoice you want to view the status of. In the invoice list, the status of the invoice is displayed under the customer name. If the invoice hasn’t been paid yet, you’ll also see the due date, or how many days overdue the invoice is. Select the invoice to see more details about the status like the date it was sent, viewed, or info about partially paid invoices. Learn more about invoice statuses Invoices are marked as open, overdue, and paid. Open means that the invoice has an open balance but is not overdue. Paid means that the in

Learn how to add a new supplier using the QuickBooks Online app. Adding new suppliers using your iOS device is easy with the QuickBooks Online app. In this article, we'll show you how. Add a supplier From the Menu ☰, select Suppliers. Select +. Enter the necessary information. Select Save.

iOS From the Menu ☰, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.  Add a description. Select Save. Android From the Menu ☰, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.  Add a description. Select Done.

Learn how to run a Profit and Loss report using the QuickBooks Online app. Do you want to run a Profit & Loss report to get the latest update on your business's finances? You can easily do this using the QuickBooks Online app. In this article, we'll show you how. Run a Profit and Loss report To run a Profit & Loss report, you'll need Admin or Accountant permission. iPhone From the Menu ☰, select Profit & Loss. Select points in the graph to see the income and expense details for the month. Select the report filter icon and choose a different date range or enter a custom range. Select View Report to see your income, expense, and gross profit breakdowns. Pull the arrow down to return to the graph. iPad From the Menu ☰ or the Home page, select Reports. By default, the Profit & Loss report displays. Select points in the graph to see the income and expense details for the month. Select the default date range to choose a different date range or enter a custom range.

Learn how to accept matching transactions in QuickBooks Online mobile. QuickBooks Online matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, QuickBooks Online suggests it as payment for the invoice. In this article, we'll show you how to quickly scan matched transactions and approve them using the QuickBooks Online app. Select Banking. Choose a bank. Note: Use the list icon to get a better view of all connected accounts. Select New Transactions. This will bring up a list of suggested matches. If a match is correct, swipe right to accept it. If you want to see transaction details, select the transaction. If there's just one match and it's correct, select Accept. If there are multiple matches, choose the correct one, then select Accept. If none are correct, search to find other possible matches. Choose the correct one, then select Accept.

To set up a time with your customer: From the Menu ≡, select Customers. Select a customer. Select +, then choose Add Appointment. Complete the appointment details, then select Save.

For the best experience... make sure your login has Company admin rights. If your company restricts user access, ask to be set up as a Standard user with limited rights to customers and suppliers. If your account has limited access, you may see: The message "Sorry! You don't have permission to access this information. Ask your QuickBooks Online admin to fix your permission, and then try signing in again." The Company Activity screen contains incomplete data (for example, no expenses when there should be some or no data at all). You may be able to download sales transactions by swiping down on the empty area to refresh your data. Tapping Choose an Account or What was it for? on a new expense shows an empty account list or expense category list. Here's how a Company Administrator can change privileges for other accounts: Sign in to QuickBooks Online on the web from a Mac or PC. Go to Settings ⚙️, select Company, then select Manage Users. Choose the user whose permissions you wan

Learn how to create and customise accounts receivable ageing reports in QuickBooks Online. Ageing reports give you an overview of your customers' outstanding balances, who are falling behind their payments, how much are still due, and how long they’re past due. We'll show you how to run these reports. Accounts receivable ageing summary report You can run an A/R Ageing summary report to see the total outstanding balances and how long they’re past due. Go to Business overview and select Reports (Take me there). In the Who owes you section, select Accounts receivable ageing summary. Customise the report as needed: Report period Date (or time range) the report covers. Show non-zero or active only What to do with rows and columns with zero amounts. Ageing method How to categorise outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). Da

Learn what the audit log can do and how to use it to keep an audit trail. QuickBooks Online keeps track of your activities in the audit log. You can see who made changes to your books and what they did. Learn more about the audit log QuickBooks Online records all your financial transactions in your chart of accounts. But it also records all account activity in the audit log such as user sign-ins, changes to QuickBooks settings, edits to customers, suppliers, employees, and payroll submissions. QuickBooks records the following in the audit log: The date of any change to your books The name of the user who made the change The type of change or event The name of any customer or supplier related to the change Any original transaction date and amount Events recorded in the audit log are available for two years. Note: Sign-outs are only recorded in the audit log when you select Sign out. Sign-outs aren’t recorded if you close your browser, go to another website, or when QuickBook

Learn what reconciling is and how reconciliations keep your QuickBooks accounts accurate. When you reconcile, you compare two related accounts make sure everything is accurate and matches. Just like balancing your chequebook, you need to do this review in QuickBooks. You should reconcile your bank and credit card accounts in QuickBooks frequently to make sure they match your real-life bank accounts. How it works When you reconcile, you compare your bank statement to what’s in QuickBooks for a specific period of time. Your task is to make sure everything matches. In the end, the difference between QuickBooks and your bank accounts should be $0.00, although processing payments can sometimes cause a small gap. When to reconcile It’s a good idea to reconcile your accounts every month. You’ll learn more about your business each time, and rest easy knowing your info in QuickBooks is 100% accurate. Reconciliations also help you: Know your business' net worth in real-time. Catch e

Learn how to import and design custom form styles for your invoices or estimates in QuickBooks Online. Note: As of 29-06-2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. Existing accounts can still save and upload DOCX templates. Custom form styles are available for you in QuickBooks Online. With different sample designs, you can import and then add your company info (such as company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time. Design your custom form style Learn the basics of designing your .docx template to perfect your custom form. Here's how. Make template mapping hassle-free with EZ Map Fields EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets in your .docx template. QuickBooks identify which parts of the template are dynamic then match

Learn specific ways to customise your reports to get awesome insights. Your financial reports tell you a lot about your business. Customise your reports to focus on specific details and learn even more. Here are a few ways you can customise reports to fit your specific needs. See all customer or supplier payments Add filters to Transaction List reports to see transactions for your customers or suppliers. Go to Business overview and select Reports (Take me there). Search for, and open a Transaction List by Date report. Set the date range. From the Group by dropdown menu, select either Customer or Supplier. You can also select Employees as a group. Select Customise. In the window, select the Filter ▼ icon to open the section. From the Transaction Type dropdown, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All. To see specific customers

Learn how to assign classes to transactions in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. You must turn on class tracking before you can begin to use classes. Once you’ve set up your classes, you can start to organise your customer and supplier transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip: You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Sel

Learn how to refresh your data to see the latest available information in your QuickBooks Online app. As long as you’re connected to the internet, you should be able to update your data. Here’s how to do it on different mobile operating systems. iOS Go to Menu ☰ and tap Help & Feedback. Tap Refresh Data.Note: A message appears “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.” Tap Refresh to confirm. Android Go to Menu ☰ then tap More Options ⋮. Tap Settings then Refresh Data. Tap YES to confirm.