Tuesday, May 6, 2014

Inputing class information with iPhone or iPad

When I first switched from the PC version of Quickbooks to the online version, I was mortified that Quickbooks did not support class identification on the iPad or iPhone.  To be clear on the matter, Quickbooks for iPad and iPhone DOES NOT support classes.  To get the most from Quickbooks online, you will need to use the iPhone for inputing and the browser to finalize all transactions.  There is however, a work around to inputing class information via the iPhone and iPad.  Below is the work around.

1) Create a new "vendor" for each one of your cost centers.  So if you have three retail locations, create three different vendors for each retail store.


2) When you enter the new expense, select the appropriate vendor under "who did you pay?".  This can be done in the iPhone or iPad
3) To complete the expense entry, log in to Quickbooks Online via a web browser.  Click on the expense and you will see that the appropriate cost center is listed under "customer", while the class fields are blank.  All you need to do is update the class fields to match the customer fields.








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