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NateBl
Level 1
posted
‎September 16, 2022 04:46 AM
last updated ‎September 15, 2022 11:46 AM

Quickbooks Mobile App not showing invoice/transaction history

Does quickbooks delete data after 1 year on their mobile app?

 

I had a repeat customer call and when I tried to pull up their previous invoices to see what work was done, there was no history of any transaction (there were 2 separate invoices from over a year before). No history shows up on my phone app, but when I go on my desktop, the two invoices showed up. I went back and tried to look at any customers from over one year ago and none of their invoices will show up, but anything less than a year will.

Is there a way to maintain all of the transactions history on my phone app?

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1 Comment 1
TirzahC
QuickBooks Team
QuickBooks Team
‎September 16, 2022 06:40 AM

Quickbooks Mobile App not showing invoice/transaction history

Hi, NateBl. I'll be providing steps to ensure you're able to see your past invoice accurately in your QuickBooks Online app.

 

You won't lose your transactions unless you delete them. Please be reminded that your data will be available in read-only-access after the date of cancellation. The system automatically deletes it after 1 year. For now, be sure to log in to the correct account to access your invoices and the rest of the QuickBooks data. If the problem continues, I encourage resetting the app's data on your phone to start fresh.

 

If you're using an Android device:

 

  1. Go to the More Options ⋮ menu.
  2. Select Settings.
  3. Tap Refresh Data, and then choose Yes.

 

For iOS: 

 

  1. Go to Help & Feedback at the top menu bar.
  2. Choose Refresh Data and then Refresh.

 

After following the steps above, let's open the customer’s transaction list to view the invoice. If it's still missing, uninstall and reinstall the app to resolve unexpected behavior on mobile devices.

 

You can also check your Audit Log report using browser to show the history and changes made to your account. It helps you determine if someone updated your transactions.

 

Here's how:

 

  1. Click the Gear icon and select Audit log.
  2. From the Audit log page, find the missing transactions.
  3. Review each transaction and check if it was deleted or modified by someone who has access to the account.

 

I'm also adding this article to learn more about the Audit log: Use the audit log in QuickBooks Online.

 

You can also read through these articles for more insights about using the QuickBooks Online mobile app:

 

 

Let me know if you're able to view your invoices. I want to make sure this is taken care of.

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