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TCMEBANE
February 26, 2023
Question

Issues with latest quickbooks online mobile app update

  • February 26, 2023
  • 1 reply
  • 0 views

Anyone else having issues with the update to the mobile app on their iPads?  It no longer matches the mobile app on the iPhone. There are extra steps involved to processing and emailing an invoice, and when I go to receive or add a payment, the only options given are cash and check in IPad app, despite the fact I have several set up, such as Venmo, PayPal, etc so that I can track accordingly—all of my payment options show up on the IPhone app, so as it stands now, when I’m on a job site and I’m invoicing a client for a service, I’m invoicing them off my iPad so I can attach the file of my on site form, saving it, opening the app up on my iPhone so that I can mark the invoice as paid via Venmo, then emailing the receipt, either from the phone app, or the iPad app.  I’m also not given the option on the IPad app to accept Venmo or PayPal, which I had before the update.  It’s absolutely ridiculous 

    1 reply

    DivinaMercy_N
    DivinaMercy_N
    February 26, 2023

    Hello there, @TCMEBANE. I want to ensure this will be taken care of. 


    To begin, let's make sure you're using supported mobile operating systems. For Apple devices, it must be running iOS 11.1 or later. Check out this link for more details: System requirements for QuickBooks Online, Accountant, Payroll, and QuickBooks Self-Employed. 

     

    If this is not the case, we can reset the app's cache to refresh the connection. I'll guide you on how:

     

    1. Select the menu icon.
    2. Then choose, Help & Feedback. 
    3. Next, click Refresh Data and select Refresh. 

     

    Once ready, attempt to receive an invoice payment again. For reference, please read this article: Receive an invoice payment using the QuickBooks Online mobile app. 

     

    If the issue persist, I recommend reaching out to our Phone support team. They use specific tools to pull up your account and further check the root cause of the issue. 

     

    I'm always here ready to help if you have any other concerns about managing invoices in your QBO app. Have a good one and stay safe. 

    T
    TCMEBANEAuthor
    February 26, 2023

    I’m running the latest version of iOS, which is like 16.6. In the app on my iPad, there is no help & feedback option under menu, just help, and when you click it, all I get is “articles and support”. 

    G
    GlinetteC
    February 27, 2023

    Thanks for your prompt reply, TCMEBANE. I've got other steps you can perform to fix the issue.

     

    Clearing your app's cache to remove outdated data can resolve the missing options. 

     

    Let me walk you through how to accomplish the tasks:

     

    1. Go to Settings and click Setting General iPad Storage.
    2. Choose an app that's taking up a lot of space.
    3. To free up the storage without deleting the documents and data for the app, hit the Offload App.

     

    Details on how to mark invoices with a mobile device are provided in this article: Receive an invoice payment using the QBO mobile app.

     

    In addition, I want to give you access to a tool that you can use to undo any errors you make with customer payments in QuickBooks. Visit this link for more information: Delete an invoice payment using the QuickBooks Online mobile app.

     

    Let me know if you have other QuickBooks-related concerns. I'll be sure to assist you more.

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