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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
stefanbest0794
Level 1

Transactions Broken

I have been using the app and service for the last few months, I managed to sort all my transactions between personal and business stuff. But this morning I went into the app to sort the newest expenses and over 500+ transactions needing sorting which had already been sorted beforehand. Essentially doubling all my earnings and expenses when they have already been sorted. Why is the service constantly acting up like this and what the hell am I supposed to do? I'd like to avoid having to sort out almost an entire year worth of transactions. 

2 REPLIES 2
Carneil_C
QuickBooks Team

Transactions Broken

I know a couple of troubleshooting steps to help you fix your issue so you won't need to re-sort almost an entire year's worth of transactions, @stefanbest0794. I'll provide the detailed process below.

 

We can refresh your QuickBooks Self-Employed (QBSE) application, to remove the older cache that causes this odd behavior. Here's how to do it:

 

For the IOS version:

 

  1. Tap Settings, then locate General.
  2. Select iPhone Storage, then click the QuickBooks Online app.
  3. Press Offload App.

 

For Android:

 

  1. Go to the Menu icon, then tap More Options ⋮.
  2. Tap Settings, then Refresh Data.
  3. Select YES to confirm.

 

After that, uninstall and reinstall the mobile app. This is to ensure you get the most recent version of the application.

 

If the issue persists, I'd recommend accessing your QBSE through a web browser and manage your bank transactions from there.

 

Once your transactions are already in your account, you can now start categorising them to organise your income and expenses.

 

You can drop by this thread again if you have any further questions or concerns about online banking transactions or using the app in general. We're committed to providing you with the best possible experience.

stefanbest0794
Level 1

Transactions Broken

Offloading the app didnt work. I also never used the invoices feature, I added all my transactions via a file which I uploaded onto the service. At this point the quality of the app and service is not worth the cost and trouble so will be looking to cancel my subscription at the end of the tax year.

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