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QuickBooks Self-Employed’s in-app feature tips

Known as a powerhouse in accounting, QuickBooks offers a mobile app designed specifically for self-employed individuals, freelancers, and independent contractors.

Recognizing its audience is distinct from the larger QuickBooks business audience, the app starts by asking users to provide a little background about themselves. Notice that little touch of personalization? Feels nice, right?

After the onboarding is completed, QuickBooks Self-Employed continues to offer guidance. On the dashboard, a tooltip tells users that they can tap to see month-to-month trends.

Users can click any income or expense item to see more details about the transaction or upload a receipt.

What makes this really good UX:

  • The onboarding experience shows a progress bar across the top of the screen, letting users know exactly where they are in the process (and that it’ll be over quickly).
  • As users access different features for the first time, tooltips let them know where to tap on the screen to change the settings or see more information.
  • In-app copy instructs users to swipe left or right to categorize income and expenses. Since this feature is not otherwise obvious on the screen, QuickBooks makes sure users know how to add categories in the app.