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johnb8
March 27, 2025
Question

Transactions tab on iPad app not functioning?

It won’t load bank info and will not refresh to load balances.

3 replies

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
March 27, 2025

I know how convenient it is for you to manage your transactions via the mobile app, Johnb8. Let's run some troubleshooting steps so you can continue to perform tasks smoothly.

 

Accumulated files in the mobile app can cause unusual responses when using it. Let’s clear the stored data to enhance its overall performance.

 

Here's how:

 

  1. In your iPhone, head to Settings and choose General.
  2. Select iPhone Storage and choose the application that's taking up a lot of space.
  3. Click Offload App.

 

Next, restart your device and log into QuickBooks Online (QBO) again. Then, load your bank transactions. If none of these suggestions work, uninstall and reinstall the app to start on a clean slate. 

 

For more information on how to troubleshoot the QuickBooks app, here are some helpful articles that you can refer to:

 

 

For now, you can access QuickBooks through a mobile or web browser to manage your transactions. When using the mobile app, make sure to use a supported browser to ensure the optimal online experience.

 

Once the issue is resolved, you can open these helpful links that will assist you in matching and accepting bank transactions within the QuickBooks Online app:

 

 

Should you require further assistance with handling your bank transactions or navigating your QBO mobile app, do not hesitate to reach out. I'm here to help you.

johnb8Author
March 27, 2025

This did NOT work. I have also restarted the iPAD after I made the changes. I have deleted the App and Reloaded it, restarted the iPAD...nothing works.

Candice14
Level 8
March 27, 2025

Hey there, @johnb8. 

 

Thanks for coming back and letting us know those steps didn't work for you. 

 

Since the instructions my colleague gave above didn't work, I recommend contacting our Customer Support Team for further assistance. 

 

Here's how on the computer: 

 

  1. Go to the Help ? icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Enter your question and hit Let's talk. 
  4. Scroll down and choose to Get a callback. 

 

Please keep us updated on how the call goes. I'll be waiting for your response! 

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