Are Your Clients Asking for Mobile Accounting?

Mobile accounting has definitely arrived.  There are some great new apps that extend core accounting systems’ functionality into our mobile devices.    Let’s take a look at a few of them for small business.

QuickBooks Mobile

QuickBooks Mobile is available for clients using either the desktop or online version of QuickBooks.  It provides mobile access to customer and A/R related accounting information.  You can send invoices and estimates, view and update customer information, mark an invoice paid, and see customer’s balances.

If your client is using QuickBooks desktop, you will need to synchronize the data.  If your client is using QuickBooks Online, the synch is automatic.  QuickBooks Mobile works on iPhone, iPad, and Android and is $9.95 per month, with an option for a free 30-day trial to check it out.  Visit to find out more.

Xero Touch

Xero Touch is for clients on the Xero cloud accounting system.  Its mobile app is comprehensive, showing the same dashboard you see when you log into your Xero account on your computer, which shows you all of your major cash account balances at a glance.

One cool feature of Xero Touch is the ability to snap a picture of a receipt while you are entering expenses.  Imagine how cool that conversation is: to ask a client to just take a picture of a receipt on the spot.  No more stacks of paper; no more scanning.  You can also view and re-send invoices, check customer information, and view account balances.

Xero Touch works on iPhone, iPad, and Android and is no extra charge as long as you already have a Xero subscription.    Find out more here:


The Intuit App Center has lots of mobile options to extend its functionality.  Key players such as, Concur, and SmartVault are among the many listed.  See a full list here:

Other companies that have robust tablet or smartphone functionality include Kashoo and Freshbooks.  Don’t forget to check to see if your clients’ payroll services have apps.  Both ADP and Paychex do, as an example.  And before we close, let’s mention a few of the many mobile payment apps.

PayPal App and PayPal Here™ App

PayPal has two apps, one for managing your PayPal account and one for taking credit cards and payments.  Find out more here:

Intuit GoPayment

GoPayment is a free app that allows small business owners to use their iPhone, iPad, or Android device to collect customer payments by credit card (Visa, American Express, MasterCard, and Discover).  You don’t even need a merchant account, but it is cheaper if you do.

With GoPayment, you download the app, receive a reader in the mail, and are then able to swipe or key enter a client’s credit card information.  You are charged by the transaction, or monthly, if you sign up for a merchant account.  You can customize the receipts the client receives with your logo to make them look professional.    For more information, visit

There is huge competition in this area of taking credit cards via your mobile phone.    Be sure you suggest to your clients to look over any compliance requirements they need to implement on their devices so they can remain in compliance with the PCI (Payment Card Industry) Data Security Standard.

Baby Steps

A great first question to ask clients that are asking for mobile accounting is to just double-check to see if they have already downloaded their bank apps.  If not, that may be something you can help them get set up.

Going Mobile

When your client asks about mobile accounting apps, don’t just think about the core accounting system.  Get them hooked up with their bank, credit card accounts, PayPal, payroll, and any other peripheral support that has an app, like timesheets, field services, and project management.  When you do, they will be ecstatic at your resourcefulness and you will be their latest mobile genius.