New app bugs

Hello there, Service. Currently, the mobile app doesn't support direct profile attachments or automatic email syncing for sales receipts.

In the meantime, you can access your account through a web browser to continue managing your customer profiles.

In QuickBooks Online (QBO), you can save a customer profile using only the display name without entering the first and last names. However, since this functionality isn't working as expected, I recommend updating the app to ensure proper functionality and smoother management of customer profiles. Here's how:

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

Once done, restart your phone and verify that the display name has been successfully added and remains attached. If the problem persists, you can uninstall the app and then reinstall it to  proceed with managing your business seamlessly.

If you need additional help with your QuickBooks tasks, comment below. We’re here to guide you.

So what I am hearing is that a function of the previous app build was removed with the latest update. Intuit left it up to the customer to discover this on their own. How does this serve your customers? Moreover, the function of adding an attachment on a pc as workaround isn't available. I see nowhere that I can do that within a customer file. And your help file to assist with this is out of date. 

Hi there, Service. I hear your sentiments about the changes made to the Customer Profile in the QuickBooks mobile app with the recent update.

You can add these attachments through the Notes and Attachments section in the Customer Profile when using a web browser on your computer, as my colleague mentioned earlier.

If you need assistance with adding attachments or navigating the process in the web browser, I’ll be here to guide you through the steps or provide additional support.