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Level 1

What happened to Account Balances in Mobile App?

Hello,

 

The iOS version of the mobile app was recently updated. It shows me what my actual bank account balance is under Transactions, but it no longer shows me the QuickBooks balance (meaning what my ledger says is in there less any outstanding payables). 

How do I view both the current bank account balance AND the QuickBooks balance like before?

 

The way QBOL updates their applications is very frustrating. There are no links for change logs or functionality changes. 

3 Comments
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QuickBooks Team

What happened to Account Balances in Mobile App?

I appreciate you for updating your QuickBooks Online (QBO) app iOs version, @Mattai.

 

Let's perform some troubleshooting steps to let your QBO mobile app performs to its best. This way, you'll be able to view your current bank account balance and your QuickBooks balance like before.

 

First, let's reset your data to help refresh your application. 

  1. Tap your QBO app to open.
  2. Go to the Help menu.
  3. Select Reset App Data.

Once done, close and reopen the app to check if you're now able to view your account balances. 

 

Using the app, you can also run a Profit & Loss report and check your balance sheet quickly. You can visit these articles to guide you how:

 

If you still get the same result, let's uninstall and reinstall the mobile app to make sure it isn't damaged.

 

To uninstall, tap and hold the app, then tap the "x" icon. Once done, download the app and install it.

  1. Open the App Store on your device
  2. Search for QuickBooks Online.
  3. Tap Free and then Install.
  4. Sign in using the same user ID and password that you used when you signed up for QBO.

 

If the issue persists after performing all the recommended fix above, I'd suggest contacting our QuickBooks Online Support Team to create a ticket for product investigation. This way, you'll get to inform our product engineers about the issue and generate a fix as soon as possible. You'll also get a notification via email for updates once the issue gets resolved.

 

Please let me know if you have other concerns. I'm just around to help.

Highlighted
Level 1

What happened to Account Balances in Mobile App?

That doesn’t work. It used to show me “balance” of my account and then “in QuickBooks” In the mobile app. Now it just shows my current bank balance. That is not helpful for me for online tracking.

 

if this was eliminated out of QBO mobile then the the whole QBO service is of little use to me since that was one of the main selling points for me. It should act like the desktop app in the way that it shows that specific piece of information.

 


i don’t have an interest in running a balance sheet or pnl report for this information. It was there before and it should still be there. 

Highlighted
QuickBooks Team

What happened to Account Balances in Mobile App?

Good morning, @Mattai.

 

Thanks for letting me know that the troubleshooting didn't work. 

 

After looking into this issue further, I noticed that there's been a ticket submitted to our Engineering Team about this issue. You can be added to the list of affected users by calling into our Online Support. Once you've been added to the list, you'll be notified of updates and when the issue gets resolved. Here's how to get in touch:

  1. Click on the (?) icon at the top-right of the page in the mobile app.
  2. Press on the blue hyperlink By Phone.
  3. Contact the number that's given to you.

To ensure that you get attached to the proper ticket, you can tell the agent it's for INV-42241. Let me know how the conversation goes. I'm always here if you need anything else. Have a great day!

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