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b2smom
Level 1

Where have my categories gone in transactions in QuickBooks app? How do I restore categories to my transactions on the QuickBooks app?

I get a drop down menu that is incomplete.  For years I’ve been adding new categories for my transactions. Tried to categorize 
Us Air as shipping and all of the normal categories are missing.  Works fine online but app is messed up
1 Comment 1
GenmarieM
QuickBooks Team

Where have my categories gone in transactions in QuickBooks app? How do I restore categories to my transactions on the QuickBooks app?

Addressing data problems is crucial for smooth staff management, b2smom. Let's team up to troubleshoot the situation.

 

First off, ensure that you're using the most recent version of the QuickBooks Online (QBO) mobile application. See if you can view your bank accounts and categorize your transactions. If the issue continues or if you already have the latest app, clear your app cache.

 

The unusual behavior may have been caused by the accumulation of data in your application. To reset the app to its default state, clear the cache or data for this app in the Storage section of your mobile phone. Let me walk you through the process of clearing the app cache.

 

For Android users, here's how:

 

  1. Go to your phone's Settings app.
  2. Tap Apps & notification, then click on See all apps in the app Storage.
  3. Select Clear storage or Clear cache. If you can't see these two, tap Clear data.

 

For IOS, here's how:

 

  1. Open Settings, swipe down, and tap Safari.
  2. Swipe down again, select Clear History and Website Data, and click it once again to confirm.

 

For more information on categorizing transactions using the QuickBooks mobile app, you can visit this article: Categorize bank transactions in the QuickBooks Online app.

 

If you encounter any difficulties with your categories, please don't hesitate to let me know by leaving a comment below. I'm available and prepared to help you whenever you need it.

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