The troubleshooting steps will help resolve the issue with invoices failing to load in preview, @mackenzieredstonefarrier. Let's go through this so you can get back to managing your sales transactions.
Before anything else, may I confirm if you're using the QuickBooks Online (QBO) mobile app or the QBO through the web browser? Also, have you encountered any specific error messages? Any additional information provided will be much appreciated as this will help me deliver a solution that fits your needs.
Meanwhile, if you're using QBO through a web browser and viewing the invoice preview from there, consider accessing your account through a private window to check if the issue is related to your current browser. Take note that regular browsers can display unusual behavior when working with QuickBooks due to the buildup of cached data. A private window can bypass any previously stored cache and establish a clean connection to QuickBooks.
These are the keyboard shortcuts:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
If you can now see invoices in preview using an incognito mode, let's return to your regular browser and clear its cache to restore. You can consider switching to a different supported browser as an alternative.
On the other hand, if you're referring to the QBO mobile app, we have some troubleshooting steps available to resolve it. First, let's ensure that the app is updated by checking either the Play Store for Android devices or the App Store for iOS.
Once confirmed, let's refresh the app data. This will allow you to view the most recent updates or information related to the app and your account.
For iOS devices:
- Go to Settings, then select General.
- Click iPhone Storage, then choose the QuickBooks Online app.
- Click Offload App.
For Android devices:
- Go to Menu ☰, then click More Options.
- Select Settings, then Refresh Data.
- Click YES to confirm.
Lastly, let's uninstall and reinstall the QBO mobile app. A fresh installation ensures that you are using the latest version of the app with all the recent fixes and updates.
Furthermore, let's record invoice payments once your customer plans to pay you. This completes the transaction in your records by linking the payment to the associated invoice.
I want to ensure that every possible scenario is considered when previewing invoices to guarantee resolution. You're always welcome to return to this thread for any follow-up queries. I'll be sure to get back to you.
