killodashboard.blogg.se - Download quickbooks app for iphone

On the New Customer page, scroll to the bottom and tap Is this a sub-customer? to turn the setting ON.To make it a sub-customer, or edit a sub-customer to make it a parent customer. You can change the parent customer associated with a sub-customer, but you can't edit a parent customer.1 or 2 sub-customer levels work for most businesses. You can have up to 4 levels of sub-customers below a parent customer.Use sub-customers to track the cost of work and services you provide for a customer. Yes! If you currently use sub-customers in QuickBooks Online, you'll see them on the Add any additional details and tap Save.Tap any name in the Add from Contacts list to import the available info.Your iPhone Settings > Privacy > Contacts > QuickBooks setting must be ON. Tap Select a Customer and tap the customer name. On the New Estimate, Invoice, Receive Payment, and Sales Receipt pages,.Tap the Customers button, or on the Customers page tap. See Can I get maps and directions for customers? for more info. Or the customer's address to see their location on the map and get directions. Tap the phone number or email address to call or send the customer email.To edit the information, tap the edit button ,.Tap the Details button to see their contact details, terms, and additional information.(open, overdue, paid), payments, and sales receipts. Transactions, including estimates, invoices The customer info page shows a summary of the customer's.If the customer has an outstanding balance, it's listed next to the.See How do searches and filters work? for more info. You can filter the list to see Open, Overdue, Recent, Nearby, and Top Sales customers. Tap Customers to see all of your customers.Īnd tap Status. Tap to close your current session and exit from the app. Tap to quickly get all your transactions and data from QuickBooks Online on the web. Please tell us what you think-we want to know how we can make the app even better for you.

You can also get subscription help if you need it. Here's where to see how much time is left on your QuickBooks subscription before it's time to renew it. As your business expands to new places, you can collect the correct tax so you're ready for tax time. You can set up and add new tax codes and rates for your business. You can create a different subject and message for each type of sales form. Tap Default email message and tap the form you want to customize. You can create custom messages for estimates, invoices, and sales receipts. This setting is on by default, but you can turn it off. You’ll be notified that you have overdue invoices. You can set a PIN (Personal Identification Number) to prevent others from accessing your QuickBooks app, even if your iPhone is unlocked. This information appears on your sales forms. This is where you'll set up contact details about your company, including your company name, address, phone number, and URL. This is the version of the app you’re currently running. Here's what you'll find in Settings-try them out for yourself! Settings help you customize QuickBooks Online on your iPhone, saving you time and effort. If you updated a company preference in QuickBooks Online on the web. You'll also see "Company Profile Edited".

Open the transaction and tap Activity to see notes, photos, or documents you've attached,Īnd see when you created and last edited the transaction.

Tap a customer's name to see the work you've been doing for them.

To return to your Company Activity feed, tap the menu.

To create a new transaction or note, tap + at the bottom of the page.

Tap Filter By, select the filter, and browse or search within the group.

To look within a group of transactions (including those that need attention), or in notes,.

To find a specific transaction or note in the feed:.

Tap any transaction for details, and tap Activity to see the notes, photos, and other attachments.

Paperclips indicate transactions that have attachments.

In addition to transactions for the last 180 days, you'll see notes, photos, and other attachments.

Your activities are listed in chronological order, with the most recent one at the top.

When you sign in, you'll be on your Company Activity feed.