App Overview
Mobile Sales App is an ideal tool for selling on the go. It provides you with a beautiful product catalog with high-quality images you can show to your customers. You can effortlessly search through your products, create and edit Sales Orders, and manage your business relationships.
And that’s not even the best part! The Mobile App works both online and offline! This means you can add and edit orders without an internet connection. When you are back online, all you need to do is tap the Sync button and your mobile app will automatically sync updates to your QuickBooks Commerce account.
Never miss another opportunity to sell, anytime-anywhere-to anyone. To learn more about the App and all its exciting features, watch this video.
Getting Started
Once you have downloaded the App you will be presented with two options. If you already have an existing QuickBooks Commerce account and you wish to get started immediately, simply tap Sign In. If you just want to try out the app with a demo QuickBooks Commerce account, tap Try It Out.
Whenever you log into your account the app will automatically begin sync which pulls all the necessary data to your device.
The first sync may take a while, depending on the size of the information stored on your QuickBooks Commerce account. Your entire account is only synced when you log in to the App, after which, only new changes are synced, which will not take too long.
Once your App has completed the first sync with QuickBooks Commerce, you will be directed to a Welcome page.
The main navigation in the App is via the bottom tab bar. The 5 tabs are - Dashboard, Inventory, Relationships, Cart, and Orders. Once you click "Get Started", you will be directed to the Dashboard that looks like this:
Find out how to create an order, add a customer, add an image, manually sync your QuickBooks Commerce account, and basically do more business with your App today!