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May 24, 2024
Question

While using the QB online app on my phone, customers info does not appear in the Customer section. The app is updated. Any advice on how to fix this?

  • May 24, 2024
  • 1 reply
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1 reply

May 24, 2024

I want to ensure this is taken care of, userjeromy.

 

Let's start by refreshing the app to fix some 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, have you tried logging into your account on a web browser? If not, I suggest doing so. If the issue persists, you may not have added any information for your customer.

 

Furthermore, check this guide to help personalize your invoices: Customize invoices.

 

Let me know if you need further guidance managing customer information in QuickBooks. I'm always here to help. Take care.