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R
Rich55
December 15, 2019
Question

How can I show the P&L bar chart for a full year in the iPad app? Seems whatever period I set it for I just get last months figures shown week by week.

  • December 15, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Jen_D
Jen_D
December 16, 2019

It's fantastic to see you here, @Rich55,

 

Let's make sure the QuickBooks app is up-to date to help ensure the program works at its best behavior. Follow the steps below:

 

  1. Open the App Store on the iPhone or iPad.
  2. Locate the QuickBooks app then tap the “Updates” button.
  3. Wait for updates to load, then tap on Update All found at the upper right corner of the screen.

Once done, update the Profit and Loss data again by clicking the current period. Tap the Last 30 Days link to reveal the period to display. See this illustration:

 

 

 

For quick access to mobile app resources, see this article: Mobile applications hub.

 

I want to make sure this issue is rectified, leave a comment below on how things go. I'll be more than happy to provide further assistance whenever you need one. Have a nice day! Take care.

 

    R
    Rich55Author
    December 16, 2019

    That’s the problem exactly.... no matter what time period I choose, the chart shown when I click Show Profit and Loss is for the last month only. 

    S
    ShiellaGraceA
    December 16, 2019

    Thanks for the screenshot, Rich55.

     

    We've received an update from our engineers about the Profit and Loss chart bar not working. A fix has been released in the latest mobile app version.

     

    Please make sure to update your iPad app version to 18.12 from App store.

     

    Once done, log in to your account and check your chart again.

     

    You can also check this article to know more about the features of the QuickBooks Online app.

     

    If you have other questions and concerns about the app, please let us know. We're always here for you. Cheers!

    E
    EmmaM
    December 16, 2019

    Hello Rich55

     

    Thanks for that information. We have done some testing and have been unable to replicate the issue.Can we ask you to try resetting the app data in the 3 lines on the left>help>reset app data.

     

    If you still get the same issue can you provide a screen shot of the 1st page where you select the full year, we are currently speaking with our senior tier 2 team about this as we do not have another report of this at the moment we would need to escalate this.

     

    Thanks

    Emma

    R
    Rich55Author
    December 17, 2019

    I don’t see the menu to reach.  >help>reset app data 
    The left menu shows ‘Help & Feedback’ which then gives the option to Refresh Data ... is this what you mean by reset app data?

    I just tried that option but still get the same result which only gives me access to November’s figures as a bar chart.

     

    Jen_D
    Jen_D
    December 17, 2019

    Glad to hear back from you, @Rich55,

     

    You're right. Click the Refresh Data option to update the display or apply recent changes on the application.

     

    See this screenshot:

     

    If refreshing the app doesn't work, try uninstalling and reinstalling the app to resolve unexpected behavior on mobile devices, and ensure updated security settings are downloaded. Check out this links for the steps:

     

    QBO Windows App Help Guide 

    How to download the QuickBooks Online mobile app

     

    If the same thing happens, access your account temporarily on a supported browser.

     

     

    I also recommend contacting our Phone Support Team, for them to open an investigation about this unexpected hitch and run some diagnostics to fix the problem.

     

    To contact support:

     

    1. Click the (?) Help menu at the top right section of your QBO Dashboard.
    2. Tap the Contact us button.

     

     

    Kindly update me on what you find by adding a new comment below. The Community has your back and I'm here if you need further help. Have a good one!

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