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When I access a downloaded expense transactions on my mobile app and try and assign a customer I get an error message when I save it saying I need to select a template.

 
3 Comments
QuickBooks Team

Re: When I access a downloaded expense transactions on my mobile app and try and assign a custome...

It's good to have you here in the Community, @acaciaandspruce.

 

Let's refresh the data on your mobile app so you can assign a customer to your downloaded expense transactions.

 

Resetting the data on your mobile app can fix any data-related issues. Here's how:

 

  1. Sign in your QuickBooks account on your mobile app.
  2. Tap the Three Vertical Dots icon at the top right.
  3. Select Settings.
  4. Scroll down then tap Refresh Data.
  5. Hit Yes to confirm.

If the same thing happens, let's uninstall and reinstall the mobile app. These articles will guide you with the steps: 

 

You might want to check out this article to know more about Quickbooks mobile app: Mobile Applications Hub.

 

Please know that you can always get back to this post if you have any other questions. I'll be right here to help.

Not applicable

Re: When I access a downloaded expense transactions on my mobile app and try and assign a custome...

Its still happening

QuickBooks Team

Re: When I access a downloaded expense transactions on my mobile app and try and assign a custome...

Thanks for getting back to us, @acaciaandspruce.


I can see that you’ve already performed the basic troubleshooting steps to fix the issue. Let’s try some new ones so you can assign a customer to the expense transactions.


First, open your QBO account using a web browser. From there, add a customer to the entries.


If you can successfully perform this action, uninstall and reinstall the app to start on a clean slate. However, the procedure depends on the device you’re using.


For Android:

 

  1. Go to the Settings icon on your device.
  2. In the Apps window or Application manager.
  3. Look for QuickBooks Online and then click Uninstall to delete it.
    android.png


iPhone:

  1. On your Home page, tap and hold QuickBooks Online until it starts to wiggle and an x appears in the upper left corner of the icon.
  2. Choose Delete to confirm the action.
    ios.png

Next, let’s go ahead and download the application. Please visit the following sites to get the link:

Stay in touch if you have any other concerns or questions. Please know I’m here anytime to assist further. Wishing you the best.

 

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