
Manage invoices and payments with the QuickBooks mobile app
by Intuit•1• Updated 1 month ago
Learn how to send invoices, track payments, and manage your cash flow on the go. The QuickBooks mobile app for iOS and Android helps you stay on top of your business finances—whether you’re sending reminders, applying VAT, or checking what’s been paid and what hasn’t.
This article is for customers who use the QuickBooks mobile app (iOS or Android). |
Important things to note
- Processed payments: For payments that have already been processed, use QuickBooks Online on the web to make any changes.
- Restricted edits: The mobile app doesn’t allow changes to transaction amounts.
- CIS invoices: Currently, CIS invoices aren’t supported in the app.
Track invoice status
Use the app to see invoice statuses at a glance and stay informed about which ones are open, paid, or overdue.
Edit or delete invoices
You can edit invoice details that don’t affect the charge amount—such as the customer name, reference number, or memo. To update amounts, you’ll need to use QuickBooks Online on the web.
Edit invoice payments or sales receipts
Delete invoice payments
You can remove invoice payments from the app. The steps differ slightly depending on your device.
Manage sales tax in the app
You can add and edit sales tax rates in both iOS and Android. If you’re on Android, you can also apply or override tax rates directly in a transaction.
Add a note to an invoice or transaction
Adding notes to invoices or other transactions can help you keep track of important details or internal communications.
Capture signatures
Let your customer sign an estimate or invoice with your QuickBooks mobile app for a fast and secure transaction.
What's next?
If you encounter problems with the mobile app, refer to our helpful guide on how to fix common issues in the QuickBooks mobile app.
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