QuickBooks Mobile Apps – Post 3 of 5 – “View Registers”
When it comes to accounting for your company’s credit card transactions in QuickBooks, you really should be using Online Banking to automatically receive the transactions from your bank on a recurring basis. If you haven’t set this up already, it’s well worth the small amount of effort: in QuickBooks Online, go to Banking => Online Banking; or, in QuickBooks Pro, go to Banking => Online Banking => Set Up Account for Online Services.
The support for a wide variety of financial institutions is tremendous. We were going to go into QuickBooks Pro and count the number of available banks, but we gave up after 268 that begin with the letter “A”. Suffice it to say, your bank is almost certainly on the compatibility list.
Online Banking Works Great with ProOnGo Expense
If we’ve got you sold on the fact that you really should be using Online Banking to automatically gather transactions from your bank, then lets turn our attention to what to do with the info that lands in QuickBooks. First, you’ll want to set yourself and your employees up with a way to categorize inbound transactions with the correct Account, Customer:Job, Billable/Non-Billable, etc. You can do all of that with the credit card expense features in ProOnGo Expense. ProOnGo Expense also gives managers a way to see their employees expenses (including credit card expenses), and to make further edits if needed. The ProOnGo Expense app is designed all around this idea of letting employees and managers work together to easily collaborate to gather all of the necessary expense information that will ensure that “employee spend” is appropriately documented.
You Probably Have Lots of Cards
But, our guess is that of all of the cards associated with your business, you’ve got more than just the ones that you use for employee travel & expense. You probably have a card or two that you use for procurement. Perhaps you have a card or two of your own. Maybe you have a card attached to some kind of line of credit earned through your stable, reliable A/R.
Sometimes, what you want is a literal “register view” of each of your credit card registers, as they stand in QuickBooks. And sometimes, you want that on-the-go, when it’s not convenient to fire up the full QuickBooks experience.
Theres an App for That
Check out View Registers from ProOnGo. When you open the app, you’ll be able to scroll left/right through all of the credit cards configured in QuickBooks:
Then, when you find a specific credit card for which you want to see the register (the list of individual transactions), just press “Launch Register”, to drill in:
Check it out on iTunes App Store as View Registers. The first 15 days are “on us”, then it’s just pay-as-you-go, with no commitment required.