Is 2013 The Year You Finally Go Mobile With Financial Data?

Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer.

There are only a few reasons why you wouldn’t be using QuickBooks Mobile on your smartphone. Maybe you don’t have a smartphone. Or when you’re out of the office, you don’t want to do any QuickBooks. Or you might not think that it has enough features to make it worth using.

While the first two reasons are matters of personal preference, the third just isn’t true.  QuickBooks Mobile automatically – and almost instantly – synchronizes the data from your desktop or laptop computer copy of QuickBooks. While it’s only focused on sales, not payables or payroll, you can manage receivables quite nicely whether you’re in a customer’s office or at a trade show or community event – or sitting on the couch at home.

Figure 1: You can see this screen no matter where you and your smartphone are (the recently-upgraded Android version is pictured here).

Countless Scenarios

There are numerous situations where you might want to access, add or edit customers, estimates, invoices, sales receipts or payments when you’re not near the PC where QuickBooks is installed, like these:

  • You do a half day of onsite work and your client wants to pay you cash right then to qualify for a discount. You can record the payment and email a sales receipt.
  • You’re on the road and you want to see how well your bookkeeper is managing receivables. QuickBooks Mobile displays three views: recent activity, today and upcoming.
  • You’re with a client who would like to give you a check to get current, but he or she can’t find the invoice. Rather than calling your office and sitting on hold until someone has time to look, you can pull up the form on your smartphone to discuss it.

Figure 2: You can record sales receipts and payments on your smartphone – even schedule appointments that move to your Google calendar.

There may be a monthly fee for QuickBooks Mobile – depends on the QuickBooks product you use.

Paper or Plastic?

If you’ve been in business for very long and still don’t accept credit cards, maybe it’s time to reconsider. Customers often spend more and pay faster when they can use their credit cards.  And if you accept credit cards, perhaps you can forget about hearing that “the check is in the mail”!  A merchant account allows you to accept credit card payments through QuickBooks itself, your web browser, your web storefront – and on your smartphone or iPad.Mobile.  With Intuit’s free GoPayment app. you can either swipe cards on the free mobile reader or type numbers in. Your customers sign their names on the surface of your mobile device, and you can print or email a receipt.

While many businesses sell merchant services, only Intuit’s truly integrates so you don’t have double-entry or data entry issues.  As a ProAdvisor and Premier Reseller, we’re able to get our clients special deals with Intuit’s merchant services. We can also help you get it setup and show you how to use it if you need.

Figure 3: You’ll need to get acquainted with the Intuit Merchant Service Center to work with credit card payments.

We think you’ll find that once you start using all of the mobile payment services that Intuit offers, you’ll wonder what took you so long.

Maybe this is the year that you go mobile with your QuickBooks!

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