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harrisonhal
February 28, 2024
Question

Is anyone having issues opening/editing invoices in the qb app? Works fine through a browser so it happens to be an app issue.

  • February 28, 2024
  • 8 replies
  • 38 views
No text available

    8 replies

    ChristineJoieRQuickBooks Team
    QuickBooks Team
    February 28, 2024

    Welcome to the QuickBooks Community, harrisonhal.  I see you're looking for guidance to resolve this invoice issue in QuickBooks. I can share some pointers on how to refresh your data on your QuickBooks Online Mobile Application.

     

    When you refresh data in the QBO mobile app, it retrieves the most up-to-date information, such as transactions, customer details, and financial reports, from the QBO servers, allowing you to view the latest data on your mobile device.

     

    Follow these steps:

     

    iOS

     

    1. Go to Menu ☰ and tap Help & Feedback.
    2. Tap Refresh Data.
    3. Note: A message appears Caution. However, 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.

     

    Android

     

    1. Go to Menu ☰. Tap More Options.
    2. Tap Settings then, Refresh Data.
    3. Tap YES to confirm.

     

    If this option above isn't working on your end, you may want to uninstall and reinstall your QBO mobile app as it will be another way to set your app to the most up-to-date feature. After that, create your invoice again to see the results. 

     

    Additionally, if you want to change your item types, QuickBooks Online will help you categorize your products and services for better tracking. Visit this page for guidance: Change product and service item types in QuickBooks Online.

     

    I hope this explanation helps clarify the concept of refreshing data in the QBO mobile app. With that information, it should clear some confusion. If you have more questions about your sales transaction. Do leave a post whenever you have other questions. Take care!

    SophiaGTP
    March 1, 2024

    My guys in the field are having major issues this week with the app.

    1.  Trying to turn estimate in invoice after hitting convert, the app doesn’t do anything, just stays on screen.  You have to hit escape, get out & go back in to the customers screen.  It converts it in the background but what a pain to have to go back in, etc.  

    2.  Also having trouble pulling up customers by name or address- can’t pull up by address anymore.

    Please fix the APP!

      SophiaGTP
      March 1, 2024

      I also forgot to note that the instructions below that the moderator noted do not match up with the QB app help options.  I could NOT find a refresh data option anywhere.  Can you please clarify?  Under help in the app, there was only under Help: Articles & Support or Ask QB assistant a question.

      KayePeQuickBooks Team
      QuickBooks Team
      March 1, 2024

      Hello there, @SophiaGTP. Here's an additional step to fix any QuickBooks Online app (QBO) errors you're currently experiencing.

       

      I understand the importance of resolving this to manage your business tasks within QBO. The cache data can become full and may affect the way we work with QuickBooks. In resolving this, you may troubleshoot any app-related issues to fix any cached data that seems to be causing the problem on your mobile app. Follow the steps below on how.

       

      1. Change the Wi-Fi data connection on your device to 4G (this varies by device).
      2. Close and restart the app.
      3. Here's how to clear app data:
        1. Open your device's Settings.
        2. Select Apps.
        3. From the list, choose the QuickBooks app and select Storage.
        4. Click Clear data.
      4. Power down and restart your device.

       

      If you are still experiencing the issue, I suggest uninstalling the QBO app from your device and reinstalling it. This process will ensure you have the latest version of the QBO app installed to resolve any errors.

       

      On the other hand, you may also visit this link for additional knowledge about personalizing your invoices in QBO: Customize invoices on the QuickBooks Online mobile app.

       

      For more questions about managing invoices or any QuickBooks-related concerns, let me know by replying below. I'm more than happy to help. Keep safe!

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