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coatandfloat-gma
Level 1

Just getting set up on Quickbooks. I added a customer and set an estimate on my laptop, however the information is not showing on the Quickbooks app?

The customer details haven't pulled through and the estimate I sent from my laptop isn't showing either?
3 REPLIES 3
Ashleigh1
QuickBooks Team

Just getting set up on Quickbooks. I added a customer and set an estimate on my laptop, however the information is not showing on the Quickbooks app?

 Hello Coatandfloat-gma, thanks for posting on the Community page,  can you try refreshing the data in the app see if that then pulls the data through for you if still not please try fully uninstalling the app and then reinstalling it again. 

 

refreshing the date in the app,

 

ios 

1. Go to menu (three lines going down in a line) and tap Help & Feedback 

2. tap Refresh Data. Note: A message appears "Caution. If there was a problem getting your latest Quickbooks \Online data, you can refresh it now. It may Take a few mintues" 

3. Tap Refresh to confirm

 

 Android

 1. Go to Menu (three lines going down in a line) then tap More options (three dots going down in a line). 

2. Tap Settings then Refresh Data

3. Tap YES to confirm 

coatandfloat-gma
Level 1

Just getting set up on Quickbooks. I added a customer and set an estimate on my laptop, however the information is not showing on the Quickbooks app?

Thank you, I have tried both actions, and it hasn't resolved the issue.  I have also noticed that any data I've added via the app hasn't transferred over when I sign into Quickbooks online on my laptop. 

ReymondO
QuickBooks Team

Just getting set up on Quickbooks. I added a customer and set an estimate on my laptop, however the information is not showing on the Quickbooks app?

Thank you for following the suggestions that were given earlier, @coatandfloat-gma.

 

After logging in to the QuickBooks Online app or website, it's important to confirm that you've selected the same company file on both applications. This ensures that you'll see similar data when accessing the same QuickBooks business company.

 

Once verified, I recommend reaching out to our QBO Customer Support team. They can examine your account to identify the problem and provide a solution.

 

Here's how to connect with them:

 

  1. Open your QuickBooks Online account, then go to the (?) Help icon.
  2. Choose the Talk to a human option (then type it again when prompted).
  3. When asked by the bot, enter a short description of your concern.
  4. Select I still need a human.
  5. Proceed with Contact us.
  6. Click Let’s talk, then click on Start messaging.

For the support's business hours, I encourage checking out the details from this link.

 

I have a link that you may find helpful, which contains a variety of articles that provide information on how the program works. You can access these resources by visiting the following link: "Get started with QuickBooks Online".


If you have any further questions, please don't hesitate to leave a comment below. I'm always available to assist you. Have a great day!

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