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June 20, 2024
Question

Ever since QuickBooks updated the App and online services a few months ago we have lost some customers and accessibility on taking credit card payments

  • June 20, 2024
  • 1 reply
  • 0 views
We can view all of our customers in the online portal but the model app has several customers that aren’t in there anymore. Even if we sync the contacts it still doesn’t work. Plus the techs can no longer record a credit card payment as they are only able to log a payment instead of receiving. Thanks in advance.

1 reply

June 20, 2024

I appreciate what you've done so far, shore1mechanical. Let's troubleshoot the data in your mobile app.

 

We can refresh your app's data to see the latest available information in QuickBooks Online (QBO). Make sure to have a good internet connection before following the steps for different operating systems:

 

For iOS

 

  1. Go to Settings, then click General.
  2. Select iPhone Storage, then tap the QuickBooks Online app.
  3. Hit Offload App.

 

For Android

 

  1. Go to the Menu with the three lines (), then click More Options with three dots().
  2. Select Settings, then tap Refresh Data.
  3. Hit YES to confirm.

 

Once done, you can close and reopen the mobile app and check the missing customers. If you continue to get the same result, uninstall and reinstall the application to start fresh. 

 

If the issue persists, I recommend contacting our support team. They have additional tools to pull up your account and further review the problem.

 

Here's how:

 

  1. Log in to your QBO company.
  2. Select Help (?).
  3. Click Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

In addition, you can check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.

 

If you have any further questions regarding system performance or any QuickBooks-related concerns, feel free to leave a reply. We're here to assist you 24/7.