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D
DMW
March 30, 2019
Question

How to sync QuickBooks app with QuickBooks online

  • March 30, 2019
  • 1 reply
  • 0 views

I need help please. I have QuickBooks app on my iPhone. I have listed many expenses and deposits there, but I do not see them appearing when I sign in at QuickBooks online.

    1 reply

    MaryLurleenM
    MaryLurleenM
    March 31, 2019

    Hello, DMW,

     

    That's an unusual behavior. The QuickBooks Online mobile app is always in sync with QB Online on the web. If you entered expenses and deposits in the the app, it shows on the web, and vice versa.

     

    Have you tried checking if you're logged in to the correct account? You might have logged in to a different one which doesn't have your data.

     

    However, if you're logged in to the correct account, please let me know. Thanks in advance for your time.

      D
      DMWAuthor
      March 31, 2019
      I'm finding all the expenses I logged in via my phone app are found online under expenses.
       
      So, the trouble I seem to be having is though my expenses all seem to be there, when I go to my specific banking account, for instance Wells Fargo, the Wells Fargo account does not show the expenses that should be found there, attached to that account.
       
      How do I make the Wells Fargo account show the expenses that belong to it?
       
      Another account (a Paypal account) is supposed to have an expense in it. I cannot seem to get the account to recognize this expense. I have tried adding it directly. I have looked for it in To Review, and Excluded transactions. It was in another Paypal account, but I need it to go to a specific Paypal account. 
       
      Any help is appreciated.
       
      Thank you so much.
      Darla Wright
      Rose-A
      Rose-A
      April 1, 2019

      Good day, DMW.

      I'm here to help you with sync downloaded transactions into a specific PayPal account in QuickBooks Online.

       

      In order to sync your transactions into a specific PayPal account, you may want to check the PayPal settings to make sure that the transactions are categorized properly.

       

      For Expenses, Deposits, and Transfers, you can create bank rules that categorize transactions based on their type. For Sales, you can modify the category associated with the sale product used on the Sales Receipt.

       

      These articles are a good reference:

       

      Let me know how it goes by leaving a reply below. I'm here to help you further with syncing your PayPal transactions in QuickBooks Online.

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