Save your logo to the hard drive on your computer and note the file name and directory location, which you'll need in step 4. In QuickBooks Pro, click on 'Lists' in the menu bar and select 'Templates' from the drop-down menu.
I love my new iPad and one of the first things I wanted to know was ‘Is there an app for QuickBooks?’ How can I access or use QuickBooks on my iPad (or iPhone or iPod Touch)? This post will discuss different options or methods to use or access QuickBooks on an iPad (or iPhone or iPod Touch) — QuickBooks Connect, QuickBooks Online mobile access and QuickBooks Pro/Premier or Enterprise Editions via remote access. Can I install QuickBooks on an iPad? You can’t install QuickBooks on an iPad — not even QuickBooks for Mac. Instead of traditional programs there are apps for the iPad from the. There are over 65,000 apps specifically for iPad and many are free.
The only QuickBooks app is QuickBooks Connect (discussed below) and it is free. There are a couple of apps for (full disclosure — they are training videos I recorded for KAlliance) in the App Store.
QuickBooks Connect QuickBooks Connect is a service available with QuickBooks 2011 (Windows only — it is not compatible with QuickBooks for Mac at this time). With a QuickBooks Connect subscription (about $10/month for one user), you can enter transactions remotely via a computer, iPad, iPhone, Blackberry or some other smart phones. Then, QuickBooks Connect syncs data with the QuickBooks file in the office (or whereever). Specifically, you can manage customers — i.e. Add and view contact information and balances.
Plus you can manage the sales or customers side of your business — specifically you can create and view estimates, invoices or sales receipts. There are a few more features and functionality available if you’re using QuickBooks Connect via a computer vs. IPad or cell phone. You can test drive QuickBooks Connect with sample data by downloading the application and clicking on ‘take a test drive’. Read Complete details about QuickBooks Connect.
QuickBooks Online Edition For QuickBooks Online users, there is a mobile version available for iPad but there isn’t a specific app for QuickBooks Online. Use Safari (the iPad browser) to login and you will get the mobile version of QuickBooks Online. You can access more features and functionality of QuickBooks with it compared to QuickBooks Connect, but there are still some things you can’t do or access. “Specifically, the available features on the iPad are:.
View accounts receivable and payable. Add and edit customers, vendors and employees. View vendor, customer and employee lists. Create invoices on the go and email them to your customers; note that some fields, such as Description, are not available when creating invoices on mobile devices at this time. View bank account and credit card balances. View Balance Sheet and Profit & Loss reports If you need to enter or view data beyond what is listed above, you should log into your company through a PC or Mac.
Note: Some invoice actions, such as including billable time/expense charges on an invoice, are not currently available in the mobile version of QuickBooks Online and must be done through the full version of the program.” (Thanks to QBO-Sherrie for her input). Learn more about QuickBooks Online and remember includes a subscription to QuickBooks Online Plus and Essentials. QuickBooks Desktop – Remote Access If you can’t install QuickBooks, can you access QuickBooks Pro, QuickBooks Premier or QuickBooks Enterprise Solutions on your computer using an iPad? This is the most relevant question for me and a lot of QuickBooks users.
There isn’t an app for QuickBooks but you can login to your computer from your iPad (or iPhone or iPod Touch) remotely. Then, you can navigate and work with QuickBooks as if you were sitting in front of your computer.
There are several apps you could use to access QuickBooks remotely from your iPad including:. There may be other remote access apps as well, but these were the main ones I found and explored. Splashtop was easy to set up and use, but its remote capabilities were limited at this time.
You can only access computers that are part of your network. In other words, if you’re sitting on the couch, you can login to the computer in the other room. I wanted something that would allow me to login remotely when I’m traveling or away from home too. Based on my experience and some testing, TeamViewer is what I would recommend to access QuickBooks remotely from your iPad.
It is very easy to setup and use and free for personal use. Simply set up your computer for unattended access and you can login remotely when you’re traveling or away from home (as long as you leave the computer turned on). If you need to help mom, dad or grandma, you can help them remotely with TeamViewer. All they need to do is enter your Partner ID and a password (after they’ve downloaded TeamViewer) and you can see their computer.
I’m still a newbie to the world of iPads, iPhones and iPod Touch, so I thought I should seek another opinion. Stacy Kildal of and had this to share: “ I’v e had an iPhone for about 2 years, and have tried just about every free remote access app available. Mostly so that if I’m not near my computer, I can log in whenever I need to see something or do something that I can’t do with a native iPhone app. The one that has been easiest to setup and has worked without issues consistently has been TeamViewer. Free for personal use, it’s a wonderful app – both the iPhone and the TeamViewerHD for iPad. I can be in the backyard playing with the kids and rather than having to drag everyone back in, I can login to the computer whenever I need to; it works great on wifi, 3G and Edge networks.” I hope this has helped you learn about the otions available to use and access QuickBooks via an iPad, iPhone or iPod Touch. Don’t Miss: and which can help you when choosing which iPad to get.
Note of clarification: Only the newer iPod Touches which have the latest OS so they are like an iPhone usually work. Check the detail specifications based on your model & OS. Lisa-Anne I know many of you have been requesting an app specifically for the iPad and I’m happy to announce the wait is over! QuickBooks Online for iPad is here to help you run your business from wherever you are. You can create estimates, invoices, track your sales and run reports, just to name a few. Did you know you can take pictures of receipts and save them to a customer file?
Stay organized; keep everything in one place and take your customers with you wherever you go. You can download the app for free in the Apple app store using QuickBooks Online for iPad as your search term. Mark I have not been able to find qbreflex in App Store. I am just looking to be able to see open balances of customers and if possible previous invoices.( I am on the road collecting money from customers and trying to sell more goods so it’s useful to see invoices to know what they night previously) I have quick books accountant multi user in the office so I can do a remote login but I wanted something more simple like an app that I can download my quick books company file to and it will have the info I need. Anybody think they can help?. Theresa I just got an iPad and have QB Pro 2012.
I would like to be able to use my iPad to access QBks when I’m in meetings and need support information when clicking on the reports. What do you suggest i use, TeamViewer or Logmein? I have to have both downloaded on each system right? I’ve never used a remote system and not sure how it works. What if your computer goes to sleep and you’re trying to log on?? I’ve been reading your blog comments and suggestions and still not sure.
I appreciate your feedback. Not possible to use quickbooks online (full website view) on iPad. Not having a description field in an estimate/invoice is simply not acceptable.
What is preventing them from adding the extra field? Its just one field like the others. It makes no sense that they would leave something so essential (and likely so easy to implement) out.
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Trying to make quickbooks online work in full desktop view (instead of mobile view) is a lost cause too ? After reading this post and forum threads like this and trying a lot of tricks I ALMOST got quickbooks online to work in full website (desktop) view on our work iPad. ALMOST I tried iCab, Atomic, Diigo (a chrome copycat for iPad) and other browsers to spoof quickbooks into thinking the iPad was running firefox desktop. But a problem arises with Quickbooks use of popups.
None of the above mentioned browsers could solve that problem. Also, eventhough Diigo has specific settings for allowing popups that did not help either. So, as a workaround I opened quickbooks online up on my desktop, logged in and copied the url qbo.intuit.com/c36/v49.198/ NuMb3rs /frameset?htype=new (NuMb3rs being numbers I think are specific to my account) Then in Atomic browser (with it set to be identified as Firefox) I went to qbo.intuit.com, it gives me the regular – non mobile – page. It shows the enable popup page.
But then I opened a separate tab and entered in the url mentioned above. That allowed me to enter into our quickbooks online account in full website view. I was able to navigate around.
But when I tried to add new customers, send invoices, etc. I received errors.
Quickbooks uses a popover for its “add customer” feature and much of the program is probably using frames or something to load the various parts of the site. SO, long story short, Quickbooks online mobile version exists for good reason. The regular version has too much junk to work with mobile browsers ? poor programming AND, like this post says, the quickbooks mobile version does not allow descriptions in invoices/estimates! Have you ever EVER created an invoice without descriptions???!!! And really isn’t it just one extra field in the program?
Why could they not just add that one small feature that would make their program actually useful.frustration. Anyway, enough ranting (sorry) Switching to Freshbooks. ty If i wanted service techs from multiple locations to be able to print a work order and invoice on the job site using a laptop, printer and mobile hotspot would you recommend quick connect or having the full premier package on each laptop? We’re in the process of purchasing either premier or enterprise and trying to decide between the 5 or 10 user options. If quick connect works then it would save a bundle. We would need all the parts/prices in our main inventory to be available in the field for parts lookup and invoice printing.