Get more done with QuickBooks mobile app and web

You can use the QuickBooks mobile app and the web experience together to manage your business. The mobile app is designed for quick, on-the-go tasks like capturing receipts, while the web experience provides advanced tools for accounting, reporting, and payroll. You can sign in to both experiences with the same Intuit account, and your company data stays in sync whether in mobile or web.

This article explains what you can do in the QuickBooks mobile app, what you can do on the web, and when to switch.

Note: Some features may require additional setup, an additional subscription, or a different plan (for example, QuickBooks Online Payroll or QuickBooks Time), and availability may vary by plan, rollout timing, and eligibility.

Access QuickBooks Online on the web

Sign in to the web experience using any computer or tablet to access advanced accounting features.

1. Open a web browser on a computer, laptop, or tablet.
2. Sign in with the same Intuit account you use for the QuickBooks mobile app.
3. Select your company, if prompted.
4. Use the navigation menu to find the feature you need, such as Reports, Reconcile, Payroll, or Taxes.

Tip: If your company data does not appear, confirm you signed in with the same Intuit account credentials used for the mobile app.

What you can do in the QuickBooks mobile app

Use the QuickBooks mobile app for everyday, on-the-go work. It also includes some mobile-only features, like receipt capture and mileage tracking. You can:

• Record and categorize income and expenses, including matching bank transactions.
• Create and send estimates and invoices, accept payments, and send payment links.
• Create sales receipts, record payments, and issue refunds.
• Set up and use Tap to Pay to take payments on iPhone (available with QuickBooks Payments).
• View Profit and Loss and Balance Sheet reports.
• Check cash flow overview.
• Use QuickBooks Checking features such as apply, check status, create envelopes, and view transactions.
• Ask questions using in-product help, like QB Assistant or Intuit AI (depending on availability).

Mobile-only features

These features are designed specifically for the QuickBooks mobile app:

• Receipt Capture: snap a photo of a receipt and save it with your records.
• Mileage tracking: automatically track mileage on the go and maximize potential tax deductions.
• Voice notes: record a note by voice and keep it with your work.
• Intuit AI (where available): create invoices and bills using voice dictation.
• Intuit AI (where available): snap a photo of a document to create a transaction.

What the QuickBooks Online web experience adds

The web experience is best when you need advanced features or detailed workflows that aren’t available in the QuickBooks mobile app. Common examples include:

• Accounting & bookkeeping: reconcile bank accounts, create journal entries, set up bank rules, manage your chart of accounts, and update accounting settings.
• Reporting & planning: run more standard reports, create custom reports and dashboards, export data to spreadsheets, create budgets/forecasts, and generate management reports.
• Bills & approvals: pay bills, create recurring bills, create checks/credits, and use bill approval workflows.
• Customers: proposals, appointments, contracts, and feedback/review requests.
• Payroll & contractors: run payroll, pay contractors, and handle payroll tax filings and 1099s (requires a QuickBooks Online Payroll subscription).
• Projects, time, and inventory: project tracking and budgets, time tracking/approvals, and inventory purchasing/shipping tools.
• Taxes: manage sales tax and business tax workflows.
• Banking & lending: manage QuickBooks Checking and access additional lending options and workflows.
• User management & workflows: manage users and permissions, approvals, tasks, calendar, and connected integrations and banks.

Quick reference: common tasks and where to do them

Related links

• How to download the QuickBooks Online mobile app