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stevelazz
Level 1
posted
‎February 27, 2021 08:57 AM
last updated ‎February 26, 2021 1:57 PM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

 
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5 Comments 5
RenjolynC
QuickBooks Team
QuickBooks Team
‎February 27, 2021 05:36 PM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

Good day, stevelazz. 

 

I'll share some steps to get the QuickBooks app working again. To begin, let's change the data connection on your device.

  • If connected to Wifi, turn it off and use cellular data.
  • If connected to cellular data, connect to Wifi.

Try to save the invoices. If you're getting the same result, clearing the app's data is our next step.

 

  • Android: Go to More Options ⋮, tap Settings and select Refresh Data. Then, choose Yes.
  • IOS: From the Menu ☰, tap Help & Feedback and select Refresh Data. Then tap Refresh.

Finally, restart your device. 

 

Otherwise, uninstall and reinstall the app. You can also read these articles for reference: 

 

Please feel free to leave a comment letting me know how things go after giving this a try. I want to ensure your success. Take care!

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lesyin
Level 1
‎March 21, 2021 05:44 PM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

I face the same problem, tried all steps but still the same issue.

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RenjolynC
QuickBooks Team
QuickBooks Team
‎March 21, 2021 06:39 PM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

Thanks for chiming in, lesyin.

 

I appreciate your time doing the all troubleshooting steps provided above. Since you're getting the same result, what we can do in the meantime is use your mobile browser in creating the invoice.

 

You can follow the steps here: Create invoices in QuickBooks Online.

 

Then, get in touch with our Customer Care Team to get this issue investigated. They have more tools to check what's causing this behavior and can work with our engineers for further resolution.

 

Here's how you can contact our support:

 

  1. Sign in to your QuickBooks Online account using the web browser.
  2. Go to Help located in the upper right-hand corner.
  3. In the Help window, click the Contact Us button located at the bottom.
  4. Enter your question and click Let's talk.
  5. Choose either Start a chat or Call us.

If you have the new QuickBooks Assistant help update, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and proceed with I still need a human.
  3. Click the Contact us link.
  4. Select either Messaging or Callback.

Please keep me updated how it goes. I'm always around to help you out. Take care!

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richard-luftig
Level 1
‎December 24, 2022 01:26 AM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

I am unable to save invoices in the mobile app. It prompts me to call a phone number.

This problem has persisted for months and no one has been able to assist me.

It is frustrating and unacceptable! Terrible service!

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JamaicaA
QuickBooks Team
QuickBooks Team
‎December 24, 2022 03:29 AM

Trying to save invoices on phone app, won’t save as it asked for tax codes and I can not add or get the tax codes to work on the app. Works fine on the computer.

Hi there,

 

I appreciate you updating the thread and notifying us of this issue. I understand the convenience of being able to send invoices on the go using the QuickBooks app. I’ve got some troubleshooting steps here so you can work continuously without interruptions.

 

Before proceeding, I’d like to know if you encountered any error messages when saving invoices. Any additional info will help me provide a timely resolution.

 

The cache data that is stored in your device affects the app’s performance. To isolate this, I recommend clearing it, as this helps refresh the app. To do this, you'll need to go to your Android's Settings, then select the mobile app.

 

Let's also refresh the data on your QBO mobile app. If you haven't tried the following steps, I suggest performing them:

 

  1. Go to your QBO mobile app.
  2. Tap Gear icon.
  3. Under Account section select Refresh Data.

 

After that, try to create and save your invoices again. If you get the same result, uninstall and reinstall the app. This is to ensure you get the most recent version of the application. To do so, refer to this page: QuickBooks Mobile App. 

 

In the meantime, you'll want to consider logging in to your QuickBooks Online account on a browser. This way, it will help us identify if it is a mobile app issue. From there, you can create and send invoices to your customers.

 

See these articles to know more about how to personalize the invoice details using the QBO mobile app or browser: 

 

 

Once everything is settled, check out these guides to learn how to receive invoice payments to balance your accounts: 

 

 

Please let me know how this goes. If you have follow up questions with the app or any other QuickBooks tasks, I'll be around for you. Take care.

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