I can provide some steps on how you can switch to mobile, @bsmiller.
First, let's download the QuickBooks Online App.
For the iOS app here's how to do it:
- On your device, open the App Store and search for QuickBooks Online.
- Select Free, then Install.
- If you've already signed up for QuickBooks Online, use the same credentials to sign in to the app.
- You may be asked to enter a one-time code to confirm your identity. Once done, you can continue into your account.
For Android, here's how:
- On your device, open Google Play and search for QuickBooks Online. This app works on smartphones and tablets.
- Select Install.
- If you've already signed up for QuickBooks Online, use the same credentials to sign in to the app.
- You may be asked to enter a one-time code to confirm your identity. Once confirmed, you can continue into your account.
To know what are the available mobile app features and guide you on how to utilize the app, you can browse this article:
In addition, if you want to learn more about how to link your bank accounts in the QBO mobile app, you can check this article: Connect your bank account in the mobile app for QuickBooks Online.
If you need help with the features and processes in the mobile app or any other QBO concerns, please don't hesitate to leave a comment below by clicking the Reply button. I'm always available to help. Take care.
