Apr 03, 2020 QuickBooks Online and Desktop both have a large, searchable, online database of questions and answers available to anyone. ProAdvisor Support. Both QuickBooks Online and QuickBooks Desktop have a large number of independent QuickBooks ProAdvisors that you can hire to help you get started and keep things in order. Nov 12, 2017 QuickBooks Online â How to troubleshoot common issues with QuickBooks Windows App 1) Example: get a white screen after signing in Refresh the Appâs cache by going to the File menu (top left) and choosing âRefreshâ or Ctrl+R.
QuickBooks on your iPad
By Patrick Bonnaure, founder of ProLedge Bookkeeping Services
QuickBooks is, by nature, an application that requires a significant amount of data entry. Using it on a small screen, without a keyboard (and to a lesser extent without a mouse) can be quite tricky. Consequently, you wouldnât consider the iPad to be an ideal platform for day-to-day use of QuickBooks. However, if you are on the go and you need to check on an account balance or send a last minute invoice, accessing QuickBooks through your iPad can be very convenient.
There are a few ways you can achieve this:
Weâll look at each of these options in a minute, but let me highlight an option that would seem obvious and that actually doesnât work: accessing QuickBooks Online Edition (âQBOEâ) through the iPadâs browser. QBOE is the version of QuickBooks that can be accessed through a PC or Mac browser. Surprisingly enough, QBOE is not compatible with the iPadâs browser. So scratch that option.
However, if you use QuickBooks for Windows, you will need an additional service called âQuickBooks Connectâ. This service is offered by Intuit for $9.95 per month per user. It grabs the QuickBooks data from your desktop and moves it into the cloud so that you can access it remotely through a browser. QuickBooks Connect will sync the data between the desktop and the cloud and QuickBooks Mobile will sync the data between the cloud and the iPad.
If you are using QuickBooks for Mac, youâre out of luck. QuickBooks Connect is not compatible with QuickBooks for Mac.
Note that the features in QuickBooks Mobile are very limited at this point. All you can do is manage customers, create/edit invoices and email them. If you are a QuickBooks for Windows user, remember also that your PC or Mac needs to be online for QuickBooks Connect to have the latest info in the cloud.
The downside is that the iPad screen is a lot smaller than your desktop at home or in the office, so everything looks very small on your iPad. However both apps allow you to zoom in on parts of the screen. It gets cumbersome if you are using a feature with has fields all across the screen because you need to keep on moving the screen around to find the appropriate fields, but itâs great when you are in a bind.
The advantage of this setup is that you can access all the applications from your desktop, not just QuickBooks. If you are a QBOE user, you can launch the browser from your desktop and log into your QBOE account from there. Itâs essentially a two-hop process. You go from your iPad to your PC and from your PC to QBOE.
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QuickBooks Online: A Bad Week For Intuit CommentsKaren Magnosays: 30-09-11
I use LogMeIn to access my QuickBooks on my desktop from my Ipad. It works great for viewing but often times I have a hard time with cutting and pasting from withing LogMeIn. That being said being able to access my computer and QuickBooks from my Ipad has definitely been a very valuable tool.
New Orleans Real Estate Nowsays: 30-09-11
I have been using Quickbooks for Mac for years now to manage all my real state accounting and property management. I have long awaited a mobile version that is not very limited. It is surprising to me that Intuit has not been more innovative on this on front. I am optimistic however that in due time this will change. Thanks for your article. Keep the reviews coming.
Bookkeepingsays: 30-09-11
I use to access my QuickBooks on my desktop. It works great for viewing but often times its has great software for accounting.
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