How do I setup Mobile Financials?
Is Mobile Financials a Web-based version of QuickBooks?
Where can I view my QuickBooks reports?
What reports are available online, via scheduled emails and on my mobile device?
What gets installed on my computer?
How do the reports get up to the Mobile Financial server?
What happens if the Mobile Financials servers are unavailable?
Is Mobile Financials an on-line backup service?
What versions of QuickBooks does Mobile Financials work with?
What browser versions does Mobile Financials work with?
What mobile devices does Mobile Financials work with?
Do I have to commit to a long term contract?
Can other people in my company log in?
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How do I setup Mobile Financials?
- Signup for your free 30-day trial of Mobile Financials Account here.
The Wizard on the signup page will guide you through the process. - Download the Easy Installation Manual by clicking here.
If you have any problems creating your Mobile Financials Account or setting up Mobile Financials on your Windows computer please contact our online support by clicking here or by phone toll free at 1-888-9MOBFIN or 1-888-966-2346.
Is Mobile Financials a Web-based version of QuickBooks?
No. Mobile Financials enhances your existing PC-based installation of QuickBooks by providing online and mobile access to selected reports.
Where can I view my QuickBooks reports?
You can access the reports in the following ways:
- Online, through your Mobile Financials login
- In any email client for reports that you have scheduled to have delivered to you via email (If you chose this option, the reports are sent as PDF attachments)
- In a native Mobile Financials application on an iPhone or iPod touch. Native versions of Mobile Financials for BlackBerry and the G1 phone are in development.
What reports are available online, via scheduled emails and on my mobile device?
The current set of reports is as follows:
- Profit & Loss Standard - This Month To Date (Cash)
- Profit & Loss Standard - This Month To Date (Accrual)
- Profit & Loss Standard - This Fiscal Year To Date (Cash)
- Profit & Loss Standard - This Fiscal Year To Date (Accrual)
- Balance Sheet Standard - This Week
- A/R Aging Summary
- A/P Aging Summary
- Deposit Detail - This Month To Date
- Check Detail - This Month To Date
- Job Estimates vs. Actuals Summary
What gets installed on my computer?
The only software that's installed on your computer is a small program from Intuit, the makers of QuickBooks, called the QuickBooks Web Connector. A configuration file is used to tell the QuickBooks Web connector where to send the report data — which is to your secure database on our Mobile Financials servers.
How do the reports get up to the Mobile Financial server?
The QuickBooks Web Connector pushes the reports from your PC up to your Mobile Financials account on a scheduled basis. You specify the schedule. For example, the schedule can be hourly or every four hours.
What happens if the Mobile Financials servers are unavailable?
The Mobile Financials servers only store recently generated copies of select QuickBooks reports. If the Mobile Financial servers were temporarily unavailable or you could not access them, you could still access these reports from your QuickBooks as you do today — or your bookeeper could send them to you. If the servers were unavailable, it would simply mean that you could temporarily not access your QuickBooks reports online. Copies of your most recent reports would still be stored in your iPhone, BlackBerry or other mobile device.
Is Mobile Financials an on-line backup service?
No. Since Mobile Financials only stores data from certain QuickBooks reports, it is not a full backup of your QuickBooks database.
What versions of QuickBooks does Mobile Financials work with?
Mobile Financials works with the following versions of U.S. editions of QuickBooks Financial Software products:
- QuickBooks Enterprise Solutions
- QuickBooks Premier (2002 or later)
- QuickBooks Pro (2002 or later)
- QuickBooks Simple Start (2006 or later)
- QuickBooks Point of Sale (v.4.0 or later)
- Canadian editions of QuickBooks (2003 or later)
- UK editions of QuickBooks (2003 or later)
What browser versions does Mobile Financials work with?
Mobile Financials works with the following browsers
- Internet Explorer 6 and higher
- FireFox 3.0 and higher
- Safari
- Google Chrome
What mobile devices does Mobile Financials work with?
Mobile Financials works with the following devices
- BlackBerry
- iPhone
- iPod Touch
- Blackjack
- Palm
- Nokia
- Motorola
- LG
- Any other email enabled mobile device
Do I have to commit to a long term contract?
No. After the first 30 days, which are free, billing is month to month.
