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September 24, 2020
Question

Why can i not see open invoices or accurate customer info on the app?

  • September 24, 2020
  • 1 reply
  • 4 views
No text available

1 reply

MichelleBh
Level 8
September 24, 2020

Hello there, @mkeselman.

 

I can provide you the troubleshooting steps so your mobile app will up and running. 

 

Let's open the invoice tracker by going to the Menu ☰, then select Invoices, and pick an invoice to see the status and the customer's information. For more details, you may visit this article: Track the status of your invoices in the QuickBooks Online app.

 

If the same problem, I'd suggest resetting the QuickBooks Application. It is the same as clearing the cache from your web browser. You can follow the steps provided below, depending on what you are using. 

 

For android: 

  1. From More Options, select the Settings tab. 
  2. Choose the Refresh Data menu. 
  3. Hit Yes

 

For iOs: 

  1. Go to the Help menu.
  2. Select Reset App Data.
  3. Click OK.

 

If the issue persists, let's uninstall and reinstall the app for a clean slate. For uninstalling the QBO app using the iOs device, you can touch and hold the app, then click the Delete app button. You need not worry since it won't delete any of your app's transactions. 

 

For android: 

 

  1. Tap Settings on your phone.
  2. Select Apps and Notifications, then locate the QBO app.
  3. Hit Uninstall

 

Once done, you can now reinstall the app. For the detailed steps, please check this article: How to download the QuickBooks Online mobile app.

 

Please check out this article as your reference: Email estimates, invoices, and sales receipts to customers using QuickBooks Online for mobile. This link contains steps on how to send an invoice to your customer. 

 

Additionally, you can browse through this article for FAQ about the QBO mobile app. 

 

 

Let me know if you have other questions. I'm always here to help. Have a good one.