Invoice and estimate data are not matching up between the desktop and mobile app

Thank you for providing detailed information about the issue you encountered with your sales forms, @O F C.

I see that the unexpected behavior in the mobile app is affecting your experience. Refreshing the app data could help show the transactions on your device by removing stored data to improve performance. I can guide you through the steps to do this. 

For Android users: 

1. Head to the bottom part of your device and select the three horizontal lines icon ☰  or Menu.
2. Next, tap More Options ⋮ and click Settings.
3. Then choose Refresh Data and press the YES option to confirm the action. 

For iOS users:

1. Go to Settings, then tap General.
2. Tap iPhone Storage, then tap the QuickBooks Online app.
3. Tap Offload App.
4. This will free up the storage without deleting your app's documents and data.

This reference provides detailed instructions to Refresh Data on your iOS device: See your latest data in the QuickBooks Online app. 

Once done, open your QBO mobile app and check your invoices, and estimates. If you continue to get the same result, uninstall and reinstall the application to start fresh. Follow the steps below to delete it. 

Here's how: 

1. Tap and hold the QuickBooks Online on your phone.
2. Drag the app to the Uninstall section.
3. Select Yes to confirm.

For additional resources, see the following guide: Fix common errors in the QuickBooks Online mobile app for Android. It contains solutions for troubleshooting sign-in issues, upgrade errors, and Google Play charge errors. 

I'd be happy to assist if you require additional assistance managing your sales forms in the mobile application. Have a good one. 

I have done all of those steps already before reaching out to this forum. Neither of them has been successful. 

Neither of them has been successful.

I appreciate you for performing the recommended troubleshooting steps, OFC. Allow me to route you to our live support team so this will be sorted out in no time and help you continue with your invoice and estimates transactions.

Since the issue remains, I recommend contacting our Support team as they have the necessary tools to identify discrepancies between your invoices and estimates within the mobile app and desktop. Here's how to reach them:

1. Go to the Help icon.
2. Click the Contact Us button.
3. Enter your concern in the field, then hit Let's Talk.
4. Select either Start a Chat or Get a Call.
5. Fill up all the information needed.
6. Click Submit or Confirm my call.

Make sure to check our support hours to ensure timely assistance. Meanwhile, you can log in via desktop or mobile browser to access your QuickBooks Online (QBO) account.

Additionally, I'll be sharing these links to guide you in recording customer payments and personalizing sales forms in QuickBooks:

• Record invoice payments in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

If you have more questions about managing sales transactions or need further assistance, feel free to visit the Community or reply here. I'm here to help!