Archive for the ‘apps’ category

iPhone, iPad and Android App Improvements

March 31, 2014

We’ve added important new features to the QuickBooks mobile apps!

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We know as a small business that you’re not always working from your office at your desk. You’re in the field. You’re meeting with customers. You’re bouncing from the job site to your kid’s soccer game and back again. That’s why we’re adding features you’ve requested to QuickBooks mobile apps for those days when time at your desk is a luxury.

What’s New?

iPhone and iPad Updates

It should be easier for your customers to view and pay your invoices online, so the iPhone and iPad apps now include a better invoice emailing experience for you and your customers:

  • From your invoice email, customers can click ‘View Invoice Now’ to view invoice details and save it. ‘Pay Now’ lets customers immediately pay you from their phone, tablet, or computer (payments enabled through QuickBooks Payments).
  • Sending emails through your iPad or iPhone app is easier than ever. Now you can set a custom, default message when you send emails and customize the originating email address.

 

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An example of an invoice email. Track invoice views and get paid faster with this new format.

 

 iPad App News

  • In the menu you’ll see a new tab called Products and Services. Here you’ll be able to look through all of the products and services you offer and add new ones to the list. We know that a lot of you have been asking for this, so hopefully this update helps.

Android App News

The QuickBooks app on Android is new too. You’ll notice that not only does that app look cleaner, but it also has new features to help you get work done.

  • Now you can add customer notes to jot down something in the moment and remind yourself later.
  • We’ve also added the ability to create expenses with or without a receipt photo and even split expenses between different categories and customers.
  • Add your vendors into the app too. You can pull them right from your phone contacts.

We hope these additions make it easier not to miss a beat when you are on the go. If the feature that you’re looking for isn’t in these most recent updates, fear not, we’ve got a lot in store for these apps coming soon.

Remember to update your apps so you are always working with the latest version.

 

If you haven’t tried out the apps for QuickBooks Online yet, click below:

QuickBooks Online for iPhone

QuickBooks Online for iPad

QuickBooks Online for Android

 

 

What’s new on QuickBooks for iPad and iPhone?

November 11, 2013

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

The QuickBooks team wants to take some time and talk to you about our improved QuickBooks for iPhone and iPad, which was just released last week and was featured as one of the best new apps in the App Store. These iOS apps now offer a more efficient design and some new features that we hope will make running your business each day easier.

  iPad_WordPress_Final          iPhone image for WordPress     

When you’re away from your desk and using QuickBooks, we want to make sure that you can see information that matters to you most with just a glance at your phone or tablet. We also want our mobile apps to be familiar and complement QuickBooks Online. To accomplish that, we’ve included the most common workflows but made them tailor made for the iPhone and iPad. Try scrolling through your activity feed. Bold color swatches signal the status of your invoices before you can even read “paid” or “overdue.” Click the universal create button at the bottom of each screen in the app (it’s a blue plus sign). From here, you can easily create a new invoice, estimate, note and more.

Feature-wise, we haven’t mentioned several features that we’ve made available in the past few months. We’ve integrated both iOS apps with the ability to receive payment through GoPayment. This means less waiting to get paid; swipe a credit card and the transaction will flow right into QuickBooks.

So, what’s new on QuickBooks for iPhone? Well, you can now add all your customers and vendors that are currently stored as phone contacts right into QuickBooks. We’ve also heard that a lot of you wanted to see a complete list of your product and service items (and to add new ones) right in the app, so that was built too. You can now even add service dates to the invoices you create from the iPhone.

On QuickBooks for iPad, a top request was to be able to record a sale and payment using a sales receipt, we heard you and added that in. Also, now available is the ability to capture a customer’s signature on invoices they approve. Tell your customers to simply use their finger to sign their name! Lastly, for those who require visual assistance, we now offer iPad’s VoiceOver guidance within the app – as you navigate, your iPad will tell you what you’re touching.

Be sure to check out these new features and we’ll keep the new ones coming. Click below to download these iOS7 optimized apps in the App Store:

                       QuickBooks Online for iPhone                                 QuickBooks Online for iPad

                         Download_on_the_App_Store_Badge_US-UK_135x40                                               Download_on_the_App_Store_Badge_US-UK_135x40

Apple Features our New FREE QuickBooks Online for iPad companion app

February 18, 2013

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

*Update: We are extremely humbled that Apple featured our banner on the Business Category homepage for iPad. None of this could have happened without you! Much love and thanks to our loyal QBO customer base.*

You asked for it and we delivered…QuickBooks Online for iPad is here and it’s free! You can start using it right now! Sign in using the same User ID and password you use for QuickBooks Online.

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Free for all QuickBooks Online subscribers, QuickBooks Online for iPad syncs seamlessly with QuickBooks Online. It helps you manage your customers, invoices, estimates, and expenses from work, home, or on the go. Not only have we been featured by Apple as a “New & Noteworthy” app, but QuickBooks Online for iPad already ranks among the Top 10 free iPad business apps on the App Store.

Optimized for the iPad with Retina display and iPad mini, QuickBooks Online allows you to:

Gain insights into your sales, income, and expenses with interactive reports and charts
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Instantly capture your customer’s electronic signature to approve estimates and send invoices from anywhere

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See a timeline of your customer’s latest transactions and attach photos and notes to your estimates

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So what are you waiting for? Check out QuickBooks Online for iPad now!

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QuickBooks Mobile v2.0 released and featured on the App Store

November 16, 2012

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

Optimized for the iPhone 5 and iOS6, QuickBooks Mobile version 2.0 now offers a convenient sliding navigation and revamped design that allows easier access to the most used features.

Free for all QuickBooks Online users, QuickBooks Mobile helps you manage your customers, invoices, payments, sales receipts, and estimates no matter where you are – home, work, or on the go.

                      

An improved customer filtering, details, and maps help efficiently pinpoint your customer and boost your productivity.

                      

Try it yourself! Check out QuickBooks Mobile in iTunes or on your iPhone.

We’re also delighted that Apple showcased QuickBooks Mobile Version 2.0 on the App Store! This time, QuickBooks Mobile was featured in the following collections:

Check us and the other apps out to help manage your small business and to stay productive on the go! We’re extremely humbled to be held in such high regard by Apple and we will continue to improve our financial management solution for all of our small business owners.

QuickBooks Mobile Featured on the App Store

October 13, 2012

We’re thrilled that Apple recently selected QuickBooks Mobile as part of the “Start Your Business” section on the App Store! We’re so excited to be a member of this power-packed group of mobile apps for small businesses. Free for all QuickBooks Online users, QuickBooks Mobile helps you manage your customers, invoices, payments, sales receipts, and estimates no matter where you are – home, work, or on the go.

       

So what are you waiting for? Check out QuickBooks Mobile in iTunes or on your iPhone.

To check out other apps in the “Start Your Business” section click here to launch it in iTunes or on your iPhone OR on your mobile device click through the top featured banners on the App Store home page until you get to the “Start Your Business” section.

QuickBooks as a platform – Take advantage of your data in the cloud

June 22, 2012

This blog post shares some insights on how an accountant (virtual CFO) leverages the power of QuickBooks as a platform.

Cathy Iconis

Cathy Iconis

Meet Cathy Iconis, a power user of QuickBooks Online and the owner of Iconisgroup. Iconisgroup (http://www.iconisgroup.com) is more than just an accounting firm as they help clients connect their numbers to their vision by offering virtual CFO and consulting services.

How does Cathy successfully manage her clients’ finances as well as her own business?

QuickBooks Online helps Cathy with the essentials for her business. She utilizes QuickBooks Online in three ways:

  1. As a platform: Cathy creates a QuickBooks Online company for each client.  This serves as the foundation for each client’s data and is stored securely in the cloud. Then she utilizes multiple third party applications to analyze and share analytical data insights with her clients. Transaction pro importer, a third party application, available on Intuit’s app center (http://appcenter.intuit.com) allows her to import her client’s financial data into QuickBooks Online. She creates memorized reports in QuickBooks Online and other systems, like Salesforce, that are then emailed to her clients and/or added to personalized dashboards Cathy has created using Google Sites. Finally, her client’s accounts payable needs are met with Bill.com, one of Intuit’s key partners for billing. For her office communication needs, she is happy with Google Apps, which includes Google Sites, Docs and Email for only $50 per user per year. Cathy uses many third party applications to unleash the power of QuickBooks Online, and they all work well together. This platform approach enables Cathy to harness the latest innovations inside and outside Intuit. Given Cathy’s affinity to the cloud it comes as no surprise that she uses social channels such as Linkedin and twitter to stay connected with her clients.
Report created by Cathy

Report created by Cathy Iconis

  1. As a reporting system: Cathy’s strengths are in demystifying complex financial problems for her clients with a simple and customer focused approach. She understands the power of numbers and creates actionable reports to help clients better manage their businesses. Cathy is also a problem solver and will go the extra mile to help her clients grow. Recently she created her own customized report for “Job Costing” when she did not find this as a standard report in QuickBooks Online.
Sample job costing report

Job costing report in QuickBooks Online

  1. As a financial management system: QuickBooks Online covers the nuts and bolts of financial management helping Cathy’s clients organize their finances and make better decisions. Since all the information is online, Cathy is able to oversee her clients’ financial statements throughout the year and communicate with them real time to resolve issues.

As you can see there are multiple ways to unleash the power of QuickBooks Online to grow and manage your practice. If you have better ways or insights to share about how you leverage QuickBooks Online to be successful, please reach out to us with your contact information.

Small heads up for Firefox or Chrome users

February 10, 2012

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

As we roll out changes to QuickBooks Online in the future, we may use some new HTML5 features like IndexedDBHistoryAppCacheWebStorageGeoLocation etc. We may also look at copy/paste from outside applications into QBO. Few of them will make browsers like Firefox or Chrome ask for extra permissions. It’s your choice to accept or ignore them and in either case your regular usage of QuickBooks Online will be unaffected. However accepting / allowing such features may just help enhance your browsing experience. Such notifications only come up once, till you eventually clear your browser’s cache / cookies / site preferences, which causes a reset. So you can always reset your browser preferences any time in case you want to change your choice.

One such page using couple of the above mentioned technologies is our new Sales Receipt page (http://blog.qbo.intuit.com/2012/03/04/new-transaction-page-design-part-2/)

In Firefox 10 on the mac you will see the permission request notification as shown in the image below. Other versions on other platforms might look a bit different visually.

For Chrome users, you can just grab the Chrome Web Store app if you haven’t already done so. This will automatically add the necessary permissions (without the app, the notifications may come as a yellow bar on top). After installing that app, in the future you may notice the QuickBooks Online app shortcut greyed out on your Chrome’s New Tab page as shown below and Chrome should prompt for you to accept some permissions. Click re-enable to get it working again.

QuickBooks Online Feature Updates (September)

September 15, 2011

Update 6.22.12  We are currently recruiting a limited set of customers for a Sales Tax Beta.  If you are interested, please fill out the survey at
http://survey.intuit.com/survey/survey_start.cfm?x=15312&y=4986

 

Track multiple sales tax rates, email invoices in HTML, GoPayment integration and more coming soon with our next release being rolled out over the next few weeks. As always we hope that these changes benefit you. So keep the comments coming!

GoPayment integration – accept credit cards on your mobile device

In case you haven’t heard about or used Intuit GoPayment, check it out here http://gopayment.com/. We have now integrated QBO with GoPayment so that you can accept credit card payments on your mobile devices.  This is an exciting new way to accept payments and many of our customers have been asking for this.

New Sales Tax

We will be soon introducing our new sales tax feature that will allow you to record multiple sales tax rates. This will be a major departure from the current sales tax implementation that only allowed one default tax rate.

What you see today

The image below shows the Sales Tax preference on the Company > Preferences page.

Once we roll out this new sales tax, the above old preference will be removed from the Preferences page. For those users that have sales tax checked, you will notice that as soon as you uncheck this checkbox and save the preferences, this whole section will now point you to the new Sales Tax center where you will manage any sales tax related features.

Sales Tax Center

The new Sales Tax Center helps you manage and track sales taxes. With it, you can

  • Set up sales tax (both single and combined rates) so you can charge sales tax on invoices and other sales forms
  • See current and upcoming sales tax due by agency
  • Record your tax payments in one spot, instead of using a paid bill or check
  • See recent sales tax payments

The 1st time you come to this page, you will see

You will then be required to setup sales tax rates as shown below. If you had previously set up a default sales tax rate we will automatically create a new one for you with that percentage.

After adding a sales tax rate, the Sales Tax center will show you sales tax owed and recent payments.  If you don’t have any sales transactions with sales tax for an agency, it will show as zero.

What will you see on transaction pages with this new sales tax

Below is a screenshot of an invoice page showing you the new sales tax select drop down, where you can choose a particular rate.

What happens to existing transactions using old sales tax?

Nothing will happen to your existing transactions.  You probably have prior transactions that were saved using the old sales tax. When you open them, they will show as before, with the old styled sales tax box.  If you edit them, they will still use the old sales tax.  Going forward, if you had a default tax rate of 10%, we will create a new rate in the drop down using that percentage.

When can I start using the new Sales Tax?

In order to make the transition a smooth one you will only be able to start using the new sales tax rates starting on Nov 1st.  This way all sales transactions prior to Nov 1st will have the old sales tax rate and all sales transactions starting Nov 1st can use the new sales tax rates.  This makes it easier when you go to pay and record your sales tax for the months of October and November.  You’ll pay your sales tax for October in the same way you’ve always done.  You’ll pay (record) sales tax for November from the Sales Tax Center.

UPDATE: The roll out of the new Sales Tax has been delayed.

Guest Payments using Intuit PaymentNetwork

If you were using IPN thus far, you would have noticed that we required all of your payees to sign up for this service.  This was a barrier to use and so lots of people just didn’t pay using IPN.   You’ll be happy to know that we are removing this requirement and letting anyone send payments without the need to sign up for IPN. Look at Company > Preferences > Accept Online Payments for more information. In case you didn’t know how IPN worked, see the image below for the typical workflow.

Track your business on-the-go with QB Mobile

We have free native apps connecting to QuickBooks Online on the iOS and Android. Follow the links below to download QB Mobile.  We know many customers have been asking for the ability to do tasks on their mobile devices.   Right now you’ll be able to create invoices and estimates and manage your customers.  We are updating these apps frequently so stay tuned!

QB Mobile for iOS
QB Mobile for Android 

Emailing invoices in HTML

Right now you can e-mail invoices  as plain text with a PDF attachment. We are now expanding this further to allow HTML emails instead of plain text.  They look much nicer!   To email in HTML, enable the preference under Company > Preferences > Form Delivery. There is an HTML version for both the summary and full version. Please note this a Beta feature and we will be looking for feedback through the feedback widget to make changes and adjustments in the coming months. See the image below for an example.

*There is a known issue with the logos for Outlook 2007. Logos are properly sized for all other email clients, but Outlook 2007 does not respect the size contraints of the logo. We will have a fix with the next update.*


New Customer Add Dialog

We are introducing a newly designed dialog for adding customers. For the moment you will only see this when adding a new customer from the Customer Center. Other pages will still show the old dialog. We will be using this new dialog hence forth for any newly designed pages requiring the functionality of adding customers.

You should find this one cleaner and less cluttered. We have logically grouped similar sections together and made it more aesthetically pleasing than it was before. You will also notice that this dialog is no longer a window based popup so it will definitely not lock out your browser tab. This allows you to switch to other tabs if you are copy / pasting customer information from another tab like from an email.

Tip: When adding a new customer, our system only requires that you enter a name or a company name. Even though the dialog has a lot of other fields to fill out, you can choose to ignore them till later if you don’t have the information on hand right away.

Tip: Many of our users have low resolution screens. If you are one of those users and don’t plan on upgrading to a newer monitor anytime soon, try using a browser like Google Chrome, Firefox or Internet Explorer 9. And remove any / every toolbar you have (if any, not including your bookmarks or favorites bar). 3rd party toolbars in modern browsers are absolutely redundant and unnecessary these days as most functionality is already built into the browsers. 

New drops downs and simpler add dialog

With this dialog you will also notice our new drop down select boxes. We talked about them in this blog post. You should be able to search as you type. Since we are now allowing a full text search, you should be able to find a customer by searching for it’s parent or find a customer by searching some part of the customer name. You will also notice the new quick adding dialogs for payment methods and terms. Previously both of these were window based popups and now they are not.

Customer Center Improvements

There were some formatting changes made to the transactions area of the customer center as well as an enhancement. You will notice the new transaction button is now on the left and much more prevalent. From this button you can add a new statement, charge, invoice, payment, sales receipt, or recurring template. You will also notice the filters have been moved to the right of the grid, with a new print button on the left. This print button mirrors the print from the invoice list, allowing you to now print everything in the grid. Select a customer, then select any transaction or date filters from the drop downs to filter what you wish to see in the grid below, and then just click print.

Refreshed look of the Accountant Center

We recently introduced the Accountant Center for QuickBooks Online Accountant (QBOA). The accountant center has been refreshed a bit to better suit the needs of accounting professionals. Some modules has been re-arranged and certain tasks highlighted. For more check out the link above or http://qboa.intuit.com

Text messaging and alerts

This feature should now be available to all. You can look up company information on your mobile phone with simple text messages. Subscribe to receive customized push alerts and keep updated on upcoming invoices and bills. Look at the Text Messaging menu option under the Company tab.

QuickBooks Online Accountant – Now in Pilot!

August 12, 2011

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

QuickBooks Online Accountant (QBOA) is a new offering being developed to give accounting professionals the tools to work faster and manage their QuickBooks Online clients accounting needs in one place. QBOA has been in Beta since February and is entering into a Pilot phase, the final step before the offering is commercially launched. The Pilot program gives accounting professionals the opportunity to test most of the accounting features which will be in the first release of the product and give feedback about their experience so that we can continue to make it better.

QuickBooks Online Accountant is being designed specifically with the accounting professional’s workflow in mind, here are some of the key features:

Cross-Workflow Tools

  • With the Client List, accounting professionals can manage all their online clients from one place
  • The Accountant Center provides features and reports accounting professionals need at their fingertips

Step-by-Step Workflow Tools

QuickBooks Online for Accounting Professionals Demonstration

Sign up for the pilot

The Pilot program is free. To learn more about QuickBooks Online Accountant and sign up for the free Pilot program, please visit http://accountant.intuit.com/qboa

EDIT: Some reconcile features will only be seen if you switch to the new reconcile. On the reconcile page, if you see a link in the top right corner saying “New Reconcile” then please click to switch to the new one.

Pay Bills Online and Get $75 Credit On Your Phone Bill Through Bill.com

July 19, 2011

Take advantage of a limited time promotion to pay your bills online and have Bill.com credit your phone bill $25 for the next 3 months.  This promotion ends August 6th.  Learn more about Bill.com and the promotion here.

With Bill.com and its integration with QuickBooks Online, you can now view invoices online, route bills for approval, and pay them online through Bill.com.  All bills and payment activities are matched and reconciled accurately in QuickBooks Online – eliminating the need for double-entry and managing multiple systems.  Bill.com also allows documents to be attached to accounts so all bills and financial documents can be managed in one place.

Manage all your bills and financial documents in one place

Customer Success Story:

Alkahest Artists & Attractions, an entertainment booking company, uses Bill.com on the iPad to pay artists and booking agents from anywhere. 

From anywhere and on any device, manage your bills and your cash flow with easy-to-read reports.

 “I discovered Bill.com’s integration with QuickBooks Online that works via the Internet, putting all
transactions online.  Now I can payeveryone by direct deposit.  Our artists are elated and I can
go on the road myself and not have to worry about their payments”

Mac Frampton, Owner and Treasurer
 Alkahest Artists & Attractions

Every new contract that comes in to Alkahest is converted to a PDF file and attached to the account as a reference.  The integration with QuickBooks Online helps compute commissions owed to independent agents and sends payments directly into their accounts.  “In the old days,” Frampton said, “I’d sometimes have to tell the agents not to cash their checks for a few days, to make sure I had money to cover them.  With Bill.com and QuickBooks Online, any time they cash their checks, the money is there.”

Check out Bill.com and other apps that work with QuickBooks Online in Intuit App Center.


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