QuickBooks Training Post:

Last post we reviewed the addition of multicurrency features to the iPhone app for QuickBooks Online (QBO). While that may be the biggest enhancement, there were some other additions as well.

There are improvements in the bank feed processes in the iPhone 4.4 QBO app. Unfortunately, the sample file that contains ‘downloaded’ bank transactions for processing is not accessible with the iPhone app. As such, we have taken a couple of screenshots from Intuit’s announcement detailing these new capabilities.

Since we are giving them credit for the screenshots, and helping spread the word about their product, we don’t think they’ll mind.

So, improvements have been made when processing banking transactions. It is now possible to select multiple banking transactions at one time.

When you tap the three dots over the “12” in the screenshot, a menu with additional options opens.

You can see the option to “Select Multiple” at the bottom of the menu. Select that option.

When you do, you will be able to select several transactions at once.

Now, you can edit things like payee or account. Or, just accept the transactions, in a batch, as they are.

There is a new refresh button in the lower left portion of the banking screen. This allows you to refresh accounts setup to receive bank feeds.

Another enhancement is the ability to enter negative amounts on transactions. This ability is usually used to deduct a customer’s advance payment from an amount on an invoice or sales receipt.

Note the example in the screenshot below.

You use the same procedure as you do for entering positive amounts, it’s just that there is now a button to add a negative symbol from the numeric keypad that pops up allowing the entry of quantities and amounts.


Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
7791 NW 46th St. Suite 109
Doral, FL 33166

The post Improvements to the iPhone App appeared first on QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward.

Source: Hector\’s QuickBooks Blog

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