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TRHBSI
March 12, 2022
Question

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

  • March 12, 2022
  • 7 replies
  • 68 views
On 3/5/22 I performed a service that I had sent an estimate for, upon completion I used my cell phone app to convert the estimate to an invoice. This created a new invoice and linked/removed the original estimate. I did the same thing on 3/11/22, after some new progress invoice update, and now when I use my mobile app to convert the estimate, it creates a new unlinked invoice and leaves the estimate in my estimates list, so when i receive payment the invoice closes but I still have the original/duplicate estimate open and pending. Ive tested this with mobile and my computer with estimates to myself, on the computer it converts it as it should, on mobile it does not. I have QBO

7 replies

LieraMarie_A
LieraMarie_A
Level 8
March 12, 2022

Hi there, @TRHBSI. I want to ensure everything works fine using your mobile app.

 

For most general issues in QuickBooks Online (QBO), clearing the app's cache can help resolve them. By clearing its cache, you can remove the historical data and access QuickBooks with a clean slate.

 

Mobile App:

  1. In your QBO mobile app, select the Gear icon. 
  2. Choose the Refresh Data menu. 
  3. Tap Yes.

 

Android Settings:

  1. Go to Settings and select Apps.
  2. Choose QuickBooks Online and click on Storage.
  3. Select Clear Data.

 

Then, try converting an invoice again using your mobile app. I'm also adding this article you can learn about keeping track of your progress invoices: Set up and send progress invoices.

 

You can always get back to me here if you have any other questions about estimates and invoices. I'll be around to lend a hand. Have a lovely day.

TRHBSIAuthor
March 12, 2022

On iOS there is no option to do refresh, I deleted the app and reinstalled it. 

Then I created a new estimate to myself, sent it, converted it to invoice. Then I logged on to the web on my pc and in the transactions section I had an estimate to myself and a completely separate invoice to myself. 

something broke recently, the app doesn’t move the estimate to the invoice, but the computer still does. 

durallymax
October 8, 2023

Also having this issue and I do not use the mobile app for estimates/invoicing. This issue shows up on desktop/webapp. Any solutions?

MelroseV
Level 1
October 8, 2023

Hi, @durallymax.

 

I understand your challenges with your unlinked estimate to invoice.

 

Let's work together to troubleshoot and resolve this issue so your estimates get linked with your invoice successfully. To get started, please try the following:

 

  1. Try using a private or incognito browser.
  2. Restart your browser.
  3. Add Intuit as a trusted site.
  4. Clear your browser's cache.

 

If the issue continues, I suggest contacting our phone or chat support for further investigation.

 

After fixing your unlink estimate, you might want to Record your payment invoice.

 

Please don't hesitate to post here your concerns and issues. We are eager to help you. Have a great day!

 

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