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TCMEBANE
Level 2

Issues with latest quickbooks online mobile app update

Anyone else having issues with the update to the mobile app on their iPads?  It no longer matches the mobile app on the iPhone. There are extra steps involved to processing and emailing an invoice, and when I go to receive or add a payment, the only options given are cash and check in IPad app, despite the fact I have several set up, such as Venmo, PayPal, etc so that I can track accordingly—all of my payment options show up on the IPhone app, so as it stands now, when I’m on a job site and I’m invoicing a client for a service, I’m invoicing them off my iPad so I can attach the file of my on site form, saving it, opening the app up on my iPhone so that I can mark the invoice as paid via Venmo, then emailing the receipt, either from the phone app, or the iPad app.  I’m also not given the option on the IPad app to accept Venmo or PayPal, which I had before the update.  It’s absolutely ridiculous 

6 Comments 6
DivinaMercy_N
Moderator

Issues with latest quickbooks online mobile app update

Hello there, @TCMEBANE. I want to ensure this will be taken care of. 


To begin, let's make sure you're using supported mobile operating systems. For Apple devices, it must be running iOS 11.1 or later. Check out this link for more details: System requirements for QuickBooks Online, Accountant, Payroll, and QuickBooks Self-Employed. 

 

If this is not the case, we can reset the app's cache to refresh the connection. I'll guide you on how:

 

  1. Select the menu icon.
  2. Then choose, Help & Feedback. 
  3. Next, click Refresh Data and select Refresh. 

 

Once ready, attempt to receive an invoice payment again. For reference, please read this article: Receive an invoice payment using the QuickBooks Online mobile app. 

 

If the issue persist, I recommend reaching out to our Phone support team. They use specific tools to pull up your account and further check the root cause of the issue. 

 

I'm always here ready to help if you have any other concerns about managing invoices in your QBO app. Have a good one and stay safe. 

TCMEBANE
Level 2

Issues with latest quickbooks online mobile app update

I’m running the latest version of iOS, which is like 16.6. In the app on my iPad, there is no help & feedback option under menu, just help, and when you click it, all I get is “articles and support”. 

GlinetteC
Moderator

Issues with latest quickbooks online mobile app update

Thanks for your prompt reply, TCMEBANE. I've got other steps you can perform to fix the issue.

 

Clearing your app's cache to remove outdated data can resolve the missing options. 

 

Let me walk you through how to accomplish the tasks:

 

  1. Go to Settings and click Setting General iPad Storage.
  2. Choose an app that's taking up a lot of space.
  3. To free up the storage without deleting the documents and data for the app, hit the Offload App.

 

Details on how to mark invoices with a mobile device are provided in this article: Receive an invoice payment using the QBO mobile app.

 

In addition, I want to give you access to a tool that you can use to undo any errors you make with customer payments in QuickBooks. Visit this link for more information: Delete an invoice payment using the QuickBooks Online mobile app.

 

Let me know if you have other QuickBooks-related concerns. I'll be sure to assist you more.

TCMEBANE
Level 2

Issues with latest quickbooks online mobile app update

I followed the steps and that changed nothing, so I’m beginning to suspect that the app changes weren’t fully tested before it was released.  I had zero issues until the recent update and you’ve completely changed it from what it was, again, so that it no longer matches the app on the IPhone.  The article you attached was useless unfortunately as it didn’t address the issue.  When I hit “add payment”, I should be able to see all of my payment options, not just cash or check.  I’ve attached photos showing how it looks now in the IPad app vs the Iphone. Top photo—iPad. Note only two payment options available. Bottom left—IPad when you email an invoice.  Only two payment options. Bottom right—IPhone. When i add an invoice payment, note all the options—these are all the options set up from my laptop version.  This is how the iPad app was until it was updated. Please correct this. 

Maybelle_S
QuickBooks Team

Issues with latest quickbooks online mobile app update

I want to ensure this is taken care of, @TCMEBANE.

 

Since the issue persists after trying the troubleshooting steps provided by my colleague above, I suggest reaching out to our Customer Support Team. They can get into your account in a secure environment and check the cause of the problem.

 

Here's how: 

 

  1. Go to the Help icon to connect to a live support agent.
  2. Click on the Contact Us button.
  3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.
  4. You'll now be provided options for connecting to our Customer Support.

 

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

Also, visit this link to refresh your app's data: See your latest data in the QuickBooks Online app.

 

Additionally, I've attached these references you can use to enter payment and customize your invoice using QuickBooks: 

 

 

Leave a reply in the comments section if you have a follow-up or other questions. I'm still here to help you more. Keep safe.

TCMEBANE
Level 2

Issues with latest quickbooks online mobile app update

Fixed the problem on my own. Deleting the app completely and reinstalling was the fix.

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