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MMAOD
Level 1

Transactions in the app have no category. How do you fix this?

 
1 Comment 1
Nicole_N
QuickBooks Team

Transactions in the app have no category. How do you fix this?

I have some troubleshooting steps to help you restore the transaction categories in your QuickBooks Online (QBO) mobile app, @MMAOD.

 

The stored cache may cause unusual behavior in the QuickBooks app. To fix this, let's clear the app data of your mobile device to reset the app to its default state. This process plays the same role as clearing the cache from your web browser. 

 

If you're using an iOS, follow the steps below:

 

  1. Go to Menu ☰ and tap Help & Feedback.
  2. Tap Refresh Data.
  3. Click Refresh to confirm.

 

Otherwise, refer to this instruction for Android:

 

  1. Go to Menu ☰, then select More Options ⋮.
  2. Tap Settings, and click Refresh Data.
  3. Tap YES to confirm.

 

If the issue remains, uninstall and reinstall the mobile app to ensure you get the latest version of the QuickBooks app.

 

You may also visit this guide to learn how to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

I'll be around if you need additional questions or concerns about your transactions in QuickBooks, @MMAOD. Just leave your reply below, and I'll surely get back to you.

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