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DMW
Level 1

How to sync QuickBooks app with QuickBooks online

I need help please. I have QuickBooks app on my iPhone. I have listed many expenses and deposits there, but I do not see them appearing when I sign in at QuickBooks online.

10 Comments 10
MaryLurleenM
Moderator

How to sync QuickBooks app with QuickBooks online

Hello, DMW,

 

That's an unusual behavior. The QuickBooks Online mobile app is always in sync with QB Online on the web. If you entered expenses and deposits in the the app, it shows on the web, and vice versa.

 

Have you tried checking if you're logged in to the correct account? You might have logged in to a different one which doesn't have your data.

 

However, if you're logged in to the correct account, please let me know. Thanks in advance for your time.

DMW
Level 1

How to sync QuickBooks app with QuickBooks online

I'm finding all the expenses I logged in via my phone app are found online under expenses.
 
So, the trouble I seem to be having is though my expenses all seem to be there, when I go to my specific banking account, for instance Wells Fargo, the Wells Fargo account does not show the expenses that should be found there, attached to that account.
 
How do I make the Wells Fargo account show the expenses that belong to it?
 
Another account (a Paypal account) is supposed to have an expense in it. I cannot seem to get the account to recognize this expense. I have tried adding it directly. I have looked for it in To Review, and Excluded transactions. It was in another Paypal account, but I need it to go to a specific Paypal account. 
 
Any help is appreciated.
 
Thank you so much.
Darla Wright
Rose-A
Moderator

How to sync QuickBooks app with QuickBooks online

Good day, DMW.

I'm here to help you with sync downloaded transactions into a specific PayPal account in QuickBooks Online.

 

In order to sync your transactions into a specific PayPal account, you may want to check the PayPal settings to make sure that the transactions are categorized properly.

 

For Expenses, Deposits, and Transfers, you can create bank rules that categorize transactions based on their type. For Sales, you can modify the category associated with the sale product used on the Sales Receipt.

 

These articles are a good reference:

 

Let me know how it goes by leaving a reply below. I'm here to help you further with syncing your PayPal transactions in QuickBooks Online.

Madfolder
Level 1

How to sync QuickBooks app with QuickBooks online

I am encountering the same issue with my mobile app out of sync with online app. It’s not possible to be logged into wrong account like mentioned in other string of comments. 
would appreciate a real fix for this problem 

BettyJaneB
QuickBooks Team

How to sync QuickBooks app with QuickBooks online

Hello there, @Madfolder.

 

I have some troubleshooting steps to share so you can get past this hurdle and be able to see all your transaction in QuickBooks Online App.

 

If transactions are not syncing from the QBO Mobile App to the QBO Windows App, I recommend resetting the QuickBooks Online App. This refreshes the data to ensure that new transactions will be loaded. this will also help us clear out the stored files which impact and causes problems in the system.

 

To do that:

  1. Click Help on the navigation bar at the top.
  2. Select Reset App Data.
  3. Allow a moment for the process to complete, and then close the app.
  4. Be sure to right-click the app and Run as Administrator when re-opening.

If the same thing happens after performing the steps above, I'd suggest uninstalling and reinstalling the QBO application. Here's a link that provides complete details about fixing app-related issues: QuickBooks App for Windows General support.

 

However, if you're accessing QBO using a  browser and the transactions you've entered from the mobile app are not showing up, you may access your account on a private window. 

 

At times, the collected cache files on your browser may lead to unexpected behavior like the one that you've experienced upon utilizing the program.

 

If transactions are now syncing, you may go back to your regular browser and clear its cache. This removes the unnecessary file on your account and reloads your data.

 

Lastly, you can always check out these resources below that contain details about resolving issues in the mobile app, and on what is the browser that works best with QBO:

In the event that you have questions about this, or need anything else, you can find me here. Have a great day!

Bella2020
Level 1

How to sync QuickBooks app with QuickBooks online

Hi sorry but I ma having a problem syncing my iPhone quickbooks with my notebook   why???

IamjuViel
QuickBooks Team

How to sync QuickBooks app with QuickBooks online

Let me share some information to sort this out, @Bella2020.

 

You'd want to make sure that you're using the same login credentials when accessing your account in the mobile app and the regular browser. Doing this will ensure that your data is always in sync with QBO on the web. Also, any task you perform or information you recorded in the app shows up on the web, and vice versa.  

 

If the data is not syncing from your mobile app into the web version, you can try clearing the cache app data in your phone settings. This helps us to refresh your QBO mobile app.

 

Here's how:

  1. From your iPhone's settings, click Apps(varies by device).
  2. Choose the QuickBooks app from the list.
  3. Go to Menu ☰.
  4. Select Help & Feedback.
  5. Look for Refresh Data.
  6. Tap Refresh.

Once completed, re-open the app and log back into your QuickBooks Online account. If the issue persists, you can try uninstalling and reinstalling the app. You can read through this article to learn more about the features that you can access in the mobile app: Compare mobile app features.

 

Keep me posted if you have other questions about using the QuickBooks Online mobile app

Orleck
Level 1

How to sync QuickBooks app with QuickBooks online

long time IT guy here, this must be a bug, Ive invoices (under the same account) showing on my iPhone app, but quickbooks online (macOS) isn't syncing those, but is syncing others. are there troubleshooting tricks I can try to get them lined together? (I fear deleting/re-downloading in the case it loses invoices I'm waiting to be paid on)

ChristieAnn
QuickBooks Team

How to sync QuickBooks app with QuickBooks online

Hi there, Orleck.

 

I appreciate you for providing detailed information about your concern for invoices that aren't syncing in the QuickBooks Online (macOS).

 

There are times when your QuickBooks Online (macOS) app has a lot of data which may cause entries not syncing in the system. To fix this, I suggest performing basic troubleshooting steps. Let's start by resetting the app data to clear the cache and refresh it into its default state. You can follow the steps provided above to see the process. Please note that resetting the app will not lose invoices or any data in your account.

 

If the issue persists, I suggest reaching out to our Customer Care Team. They can run a screen-sharing session to help verify what's causing the issue.

 

Please refer to this article to see a table list that contains different features that are supported on mobile devices: Compare mobile app features.

 

Let me know how it goes by leaving a reply below. I'm here to help you further with syncing your entries in QuickBooks Online.

CMcGrath
Level 1

How to sync QuickBooks app with QuickBooks online

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