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March 29, 2024
Question

While using the mobile app, why are my additional users getting an empty products and services list?

  • March 29, 2024
  • 1 reply
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1 reply

March 29, 2024

Hello there, Doctornote.

 

I understand the importance of showing the products and services to additional users on the mobile app. Let me provide details on user roles and access permissions.

 

In QuickBooks Online (QBO), users' access to the product and services can vary based on user roles and permissions. Users with administrative or custom roles with specific permissions can typically:

 

  • Access and modify the product and services list.
  • Add, edit, or delete products and services.
  • Categorize products and services for accurate accounting and reporting.

 

While users with restricted roles, such as standard or limited access, may:

 

  • Have view-only access to the product and services list.
  • Be unable to make changes or additions to the list.
  • Require approval or permission from an administrator to modify the product and services list.

 

For more details, check this link: User roles and access rights.

 

Furthermore, the product and services list is unavailable in the QBO mobile app. You can only access it in a web browser. However, if you mean creating an invoice or estimate and the product list is empty. I recommend refreshing the app to resolve data issues. You can follow the steps below depending on your phone's operating system.

 

For the IOS version:

 

  1. Go to the Menu icon and tap Help & Feedback.
  2. Select Refresh Data.
  3. If you get a prompt message, "Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes."
  4. Tap Refresh to confirm.

 

For Android:

 

  1. Go to the Menu icon, then tap More Options ⋮.
  2. Click Settings, then Refresh Data.
  3. Select YES to confirm.

 

If you get the same result, I suggest uninstalling and reinstalling the app.

 

Additionally, you may want to open your account in a web browser and check if the product and services are available.

 

Nevertheless, you can compare mobile app features and see QuickBooks Online access for mobile devices.

 

If you encounter any difficulties or need additional assistance with your product and services list, please don't hesitate to let me know. I'm always here to help. Take care.