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Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

 
13 REPLIES 13
Jen_D
Moderator

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

It's fantastic to see you here, @Rich55,

 

Let's make sure the QuickBooks app is up-to date to help ensure the program works at its best behavior. Follow the steps below:

 

  1. Open the App Store on the iPhone or iPad.
  2. Locate the QuickBooks app then tap the “Updates” button.
  3. Wait for updates to load, then tap on Update All found at the upper right corner of the screen.

Once done, update the Profit and Loss data again by clicking the current period. Tap the Last 30 Days link to reveal the period to display. See this illustration:

 

 

 

For quick access to mobile app resources, see this article: Mobile applications hub.

 

I want to make sure this issue is rectified, leave a comment below on how things go. I'll be more than happy to provide further assistance whenever you need one. Have a nice day! Take care.

 

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

That’s the problem exactly.... no matter what time period I choose, the chart shown when I click Show Profit and Loss is for the last month only. 

ShiellaGraceA
QuickBooks Team

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Thanks for the screenshot, Rich55.

 

We've received an update from our engineers about the Profit and Loss chart bar not working. A fix has been released in the latest mobile app version.

 

Please make sure to update your iPad app version to 18.12 from App store.

 

Once done, log in to your account and check your chart again.

 

You can also check this article to know more about the features of the QuickBooks Online app.

 

If you have other questions and concerns about the app, please let us know. We're always here for you. Cheers!

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

No. My version is 19.12.1 and it’s still not able to show any bar chart apart from last calendar month. 

EmmaM
QuickBooks Team

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Hello Rich55

 

Thanks for that information. We have done some testing and have been unable to replicate the issue.Can we ask you to try resetting the app data in the 3 lines on the left>help>reset app data.

 

If you still get the same issue can you provide a screen shot of the 1st page where you select the full year, we are currently speaking with our senior tier 2 team about this as we do not have another report of this at the moment we would need to escalate this.

 

Thanks

Emma

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

I don’t see the menu to reach.  >help>reset app data 
The left menu shows ‘Help & Feedback’ which then gives the option to Refresh Data ... is this what you mean by reset app data?

I just tried that option but still get the same result which only gives me access to November’s figures as a bar chart.

 

Jen_D
Moderator

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Glad to hear back from you, @Rich55,

 

You're right. Click the Refresh Data option to update the display or apply recent changes on the application.

 

See this screenshot:

 

If refreshing the app doesn't work, try uninstalling and reinstalling the app to resolve unexpected behavior on mobile devices, and ensure updated security settings are downloaded. Check out this links for the steps:

 

QBO Windows App Help Guide 

How to download the QuickBooks Online mobile app

 

If the same thing happens, access your account temporarily on a supported browser.

 

 

I also recommend contacting our Phone Support Team, for them to open an investigation about this unexpected hitch and run some diagnostics to fix the problem.

 

To contact support:

 

  1. Click the (?) Help menu at the top right section of your QBO Dashboard.
  2. Tap the Contact us button.

 

 

Kindly update me on what you find by adding a new comment below. The Community has your back and I'm here if you need further help. Have a good one!

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

I have just tried removing and reinstalling the mobile app for iPad and it behaves exactly the same.  The error seems to be unique to the iPad version since my iPhone app works exactly as it should and gives me complete control over the period I want to display the Profit andLoss bar charts for. 
I need to do as you advise and report it as an issue for the technical development people. 

EmmaM
QuickBooks Team

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Hi Rich55

 

We have spoken with our senior tier 2 team and we have been able to replicate this.In doing so they have advised you can as a workaround click on last year and when it brings up the bar graph for the last 30 days and the date range that comes with that if you can click again on the date range and then select the last year it will populate correctly

 

 

Emma

 

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Thank you for the reply and for your effort in trying to resolve this Emma. 
This is the iPad iOS version of the app that I’m using, which seems quite different to the mobile app I use on iPhone.  On iPad there is no option to choose a date range once the bar chart is displayed ... on iPhone there is a drop down menu which simply is not present in the app for the tablet.  So I think it still needs development to add this function. 

EmmaM
QuickBooks Team

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Hello Rich55

 

We have requested through our tier 2 for this to be looked into on the IPAD ios,as the workaround we mentioned was tested on an IPAD can we ask which IPAD device are you using for example IPAD2?

 

Emma

 

Rich55
Level 2

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Thank you for making contact. 

I’ve been using the QB app on the iPad Air 3 and on the iPad mini4 both running iOS 13.2.3 and they both display the same issue.


Richie Harper
EmmaM
QuickBooks Team

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

Hello Rich55

 

 

Thanks very much for that and thank you for providing the screen shots as well.We have passed on this information to our tier 2 team to work on a resolution on the dashboard issue on the IPAD.We will email you via the Community user email you have used as soon as we have an update

 

 

Emma

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