As a business owner, you may know all too well that there is always a right tool for the job. When it comes to running your business, you have come to rely on QuickBooks Pro or QuickBooks Online for key financial insight. And, until recently, your tool of choice has probably been your office computer.
Now that you can run QuickBooks Pro or QuickBooks Online on mobile devices, it is important to understand the reach and limitations of QuickBooks on different devices. Some devices might support your mobile employees’ needs better than others.
Going Mobile with QuickBooks? Here’s What You Need to Know
With employees working in the field more often, they complain about lugging around their laptops so they can access the full functionality of QuickBooks. You really need them to update their work on the fly, though, so they leave their laptops at the office and use their own mobile devices. These devices allow access either through mobile apps or through a web browser.
Prowess Consulting evaluated this scenario. By testing the performance and functionality of QuickBooks Pro and QuickBooks Online across a range of mobile devices, we discovered a wide variance in the devices’ ability to provide full QuickBooks functionality.
On several mobile devices, we ran test cases that a QuickBooks user might perform while on the go, such as:
• Generating reports to check on things like customer invoicing and then saving, printing, or emailing them to customers for up-to-the-second customer service.
• Importing and exporting CSV or XLS formats for data entry.
• Creating estimates and invoices on demand to differentiate your business.
• Account management functions, such as changing passwords.
All of these items sound like the basic functionality of QuickBooks, right? It’s what the user is accustomed to viewing on her office laptop.
But what users experience with QuickBooks on their office computers is not necessarily what they get when using QuickBooks on their mobile devices—unless they choose the right device. Without the right device, users will have much more limited functionality than they’re used to.
How might these limitation affect normal day-to-day operations? You’ll want to read about Dave and how the device he chose affected the full usability of QuickBooks for mobile use. You’ll want to learn about Melyssa and how her device choice affected her ability to answer on-the-spot, detailed customer questions with equally detailed answers. You’ll want to see how Aaron’s tablet choice affected his ability to customize reports to provide the cutting edge necessary to win new business.
The Right Tool for QuickBooks Task
Of the devices researched, only one offers the full feature set and functionality of both Intuit QuickBooks Pro and Intuit QuickBooks Online. That device was a Dell Venue 11 Pro powered by an Intel processor and running Windows 8.1.
Click here to read about productive QuickBooks Pro use on mobile devices.
Click here to read about how to do more with QuickBooks Online on mobile devices.