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jcisawmilling
Level 1

Why are all my customers, products, invoices and estimates gone off my mobile device?

 
1 Comment 1
LauraAB
QuickBooks Team

Why are all my customers, products, invoices and estimates gone off my mobile device?

Hello jcisawmilling,

 

QuickBooks Online's mobile app is a great tool for keeping up with your books on the go. Making sure you have the information there that you need to work is essential for seamless workflow, and I'm here to help.

 

When working with the mobile app option, there are a couple of things to keep in mind. The first thing is that you can use the same login credentials on the mobile app as you do when you log in via the browser. This ensures that you'll see the same information in both locations. If you're already doing that, that's great!

 

The next thing to keep in mind with the mobile app is that it displays only so much data to ensure that the app is running as smoothly as possible. For instance, if the transactions you're looking for are from a few years ago, you may not see those depending on the volume of transactions in your books.

 

Since you're also missing your customers however, it sounds like there may be something else going on. The first troubleshooting step I recommend is refreshing the app data on your mobile device. This just ensures that the app is synced and up to date with what you're seeing in the browser environment.

 

The steps to reach the refresh are different depending on whether you're using the iPhone or Android mobile app, but it's still pretty easy to find. For the iPhone app, you can choose the three-lined menu at the bottom of the app, then the question mark icon in the upper right. On that page, you'll see the Refresh Data option. For the Android app, select the three-dot menu in the upper part of the app, then Settings and you'll see the Refresh app data option.

 

If you're still not seeing the data you're expecting, I recommend connecting with support outside of the QuickBooks Community. That way, you can work with a member of our team who can safely review your account details and get to the bottom of this. Here's how to reach out.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

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Wishing you the best!

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