cancel
Showing results for 
Search instead for 
Did you mean: 
Community Explorer **

The method of payment (cash, check, credit card) doesn't appear to be transferring from the mobile app to the online version. Is anyone else noticing this behavior?

 
6 Comments
QuickBooks Team

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

Welcome aboard to the Online Community, LPohlmeyer.


QBO mobile app and the browser version are similar products with different interfaces. When creating an expense via browser, you still have to click the drop-down for the Payment method to see the Credit, Cheque, and Cash options.

cc.png

 

Meanwhile, the mode of payments in the mobile version are displayed in front of the transaction page. If the payment types are missing on the browser version, open the company using the incognito mode or InPrivate window.


These features don’t use the existing cache files, which makes it a good place to test if there's an issue with the browser. Here's how:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shifonlint + P
  • Safari: press Command + Shift +N

If you're able to see the payment options, clear the browser’s cache. This process deletes any contents stored and allows your browser to function more efficiently.

 

For a quick overview on how QBO can help you efficiently manage your business, I’m adding a link to our online tutorials: Training Videos and Webinars.


Reach out to me anytime if you have additional questions about QBO. Please know I’m always ready to answer you. Have a good one.

Community Explorer **

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

Thanks for the reply. I should have been more clear. I typically enter my expenses through the mobile app, where I choose the payment method. Later when I sign into QBO, that field is blank and I have to edit all of them and select the payment method again.
Highlighted
QuickBooks Team

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

Hello there, LPohlmeyer.

 

Thanks for providing clarifications to your issue with mobile app. I have several troubleshooting options that we can try to better isolate this.

 

Let's first clear the app's data to know if it's the one causing the unexpected behavior. You can follow the steps below:

 

  • In the QuickBooks Online app:
    • Android - Select the menu at the top right and choose Settings. Then select Refresh Data and choose Yes.
    • iOS - Select the menu at the top right and then choose Help & Feedback. Then select Refresh Data and Refresh.
  • In your Phone Settings:
    • Android - From your phone's settings, select Apps (varies by device). Choose the QuickBooks app from the list and select Storage. Select clear data.
    • iOS - From your phone's settings, select Settings, then, click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App.

Then try entering your expenses and see how it works, if the issue persist, I've got this article for additional Mobile App's troubleshooting options.

 

I'll be here if you have any other questions. I'm here to offer additional help.

Community Explorer **

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

One question, Clear the Data from my mobile app? The message says "All of this application's data will be deleted permanently. This includes all files, settings, accounts, databases, etc." Won't this remove the data from QBO as well?
Community Explorer **

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

I uninstalled and reinstalled the app on my phone. Same behavior, the method of payment doesn't carry over to QBO.
QuickBooks Team

Re: The method of payment (cash, check, credit card) doesn't appear to be transferring from the m...

Thanks for getting back to us, LPohlmeyer.

 

I can clarify things out for you.

 

Clearing the data on your mobile app will only remove the information stored in the cache, not the data in QBO.

 

Since you're getting the same results, I suggest contacting our QBO Phone Support Team. By doing so, they can investigate further the cause of this issue.

 

Here's how to get in touch with them:

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

I've got an article for additional information: Add or modify the accepted credit card types in QuickBooks, then go to QuickBooks Online. It provides instructions and steps to guide you with the process.

 

Should you need anything else, don't hesitate to leave a comment below. I'm always around to help you out.

Need to get in touch?

Contact us