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J
JerzyBoy
January 5, 2022
Question

The bank feed is now not clickable (to match transactions on the mobile IOS app changed again. Is there a resource to get release notes of these changes ahead of time?

  • January 5, 2022
  • 1 reply
  • 0 views
This happened before. Not great getting blind sided with any change whether in the mobile app or website. Thanks.

1 reply

MaryLandT
MaryLandT
January 5, 2022

Let me help fix the issue on your Banking page, JerzyBoy.

 

Our Product Team will only release updates when you see the Update button for QuickBooks on your app store. You can consider checking on it all the time to download the latest improvements and features of the app.

 

I know that we're busy and you'll want the device to perform the updates for you. Hence, you can set your mobile device to auto-update QuickBooks.

 

Here's how:

 

  1. Tap Settings, then select [your name].
  2. Select iTunes & App Store and make sure that Updates is turned on.

    iPhoneAutoUpdatesToggle2.jpg

 

After updating QuickBooks, you can go back to the bank feed and match transactions. Before you match, make sure to categorize them first.

 

Here's how:

 

  1. From the Menu ☰, select Transactions.
  2. If multiple banks are connected, select the bank you want to work with.
  3. Select the transaction you want to categorize.
  4. Under Add to QuickBooks, tap >.
  5. Select Accept.

 

You also have the option to categorize and match bank transactions via a web browser. 

 

Once done, make sure to reconcile your bank account every month. Doing this will ensure your books have accurate records. Here's a link to guide you: Reconcile an account in QuickBooks Online.

 

Let me know if you have other banking concerns. Just leave a comment below, and I'll get back to you.

J
JerzyBoyAuthor
January 7, 2022

Thanks Maryland. However the fix isn’t addressing the recurring problem where for no known reason the ability to click on account balances in the app is non-functional. I checked today and that still the cant match transactions or see what activity is in the bank feed. This ability has been switched of before. Auto updates are on and a prompt within the app that this happened with a link to release notes is appreciated. (Required in certain areas). Or possibly there is currently a problem and the “feed” is disabled. 

Requiring users to check the App Store is not what I would expect as suggested.  With many other cloud-based apps, an alert within the app or  email of a pending changes is provided. Usually with a link to full information/  release notes.

My suggestion is to help identify and provide users with information that something is about the change. Whether that be in the app or some backend service. Thank you. 

G
Giovann_G
January 7, 2022

Hello, JerzyBoy.

 

I understand how convenient it is to use the QuickBooks mobile app's feature. To track your business while on the go is much easier with this.

 

Updates may not sync immediately, especially if the apps contain outdated or corrupted data. Since the auto-update feature is enabled. Let's try to reset the app's data to refresh the application.

 

Here's how:

 

  1. Press the menu at the top right, then select Help & Feedback.
  2. Click Refresh Data.
  3. Choose Refresh.

 

If the same thing happens, you can use your mobile or computer browser to log in to your account. After that, you can begin to categorize and match bank transactions.

 

I also encourage submitting your product suggestion for providing alerts and notifications when updates are coming. Your idea will help improve our product and be valuable to all QuickBooks users in the future. You can visit this link to submit your suggestion: Customer Feedback for QuickBooks Online.

 

I've also added this article for future reference: Reconcile an account in QuickBooks Online.

 

Don't hesitate to post your reply if you need further assistance with bank feeds or the QuickBooks mobile app. We're always here to assist you.

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