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Review and accept bank transactions on the go: Android update 4.3

by Chris Grima

1 min read

With the latest update of the Android app for QuickBooks Online, you can now view and match bank feeds with a simple swipe action. The P&L Report also has a chart option in addition to the standard report.

These new features help you to run your business on the go, saving time and improving productivity by giving you instant insights into what’s going on.

Download and review transactions

Tap Banking and then New Transactions to view your recent transactions.

Accept transactions

Swipe a transaction left or right, select Match, Add or Transfer, and then tap Accept.

Sort transactions

From the Accept Transactions view, tap  and select Sort by. You can then sort by: Date, Amount, Alphabetically, or Money In/Out.

Batch actions for multiple transactions

Tap and hold the first transaction, tap the other transactions you wish to apply the batch action to, and then tap Accept or Categorise.

Note: To use the banking feature on your mobile, you’ll need to connect your bank through QuickBooks Online on the web first. Log in via qbo.intuit.com, then click Transactions, then Banking and the Add account button. For more detailed instructions on connecting your account, refer to this tutorial.

Profit and loss graph

We’ve made some improvements to the Profit and Loss section by adding the option to view the data as a graph, in addition to the previous option of a standard report. Tap Profit and Loss, and then tap either Graph or Report to toggle between the two options.

With this new update, you’ll find it simpler to track, review and approve transactions on the go.

To read more articles related to product updates, visit here.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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