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Everything you need to know about banking in QuickBooks Online - Discover more
pressureworxgsy
Level 1

Does anyone know why my estimates are disappearing so when I go to send the invoice I have to type it all out again. The customer is still in the system. Using the app.

 
1 REPLY 1
AbegailS_
QuickBooks Team

Does anyone know why my estimates are disappearing so when I go to send the invoice I have to type it all out again. The customer is still in the system. Using the app.

Thanks for reaching out, pressureworx

 

I’m here to ensure you get your transactions back to your account in QuickBooks Online (QBO),

 

To start, please make sure that you’re logging in to the correct company file. there are certain procedures we can take to eliminate any data discrepancy and get your transactions back in hand. If you’re done verifying the account you logged into your mobile app, we can start by clearing the app data by following the steps below:

  

For iOS:

 

  1. Tap the Menu ☰ and click the Help & Feedback.
  2. Click the Refresh Data.
  3. To confirm, click Refresh.

 

For Android:

 

  1. Select the menu at the top right and choose Settings.
  2. Then select Refresh Data and choose Yes.

 

You can also do it in your device settings:

 

Android:

  1. Go to the Settings menu.
  2. Select Apps (varies by device), then choose QuickBooks app from the list Storage.
  3. Select Clear data.

iOS:

  1. From your device's Settings, select Setting General iPhone Storage.
  2. Choose an app that's taking up a lot of space.
  3. Click the Offload App.

 

If the issue persists, I suggest you uninstall it and then reinstall the app:

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

 

Furthermore, here's an article that can help you personalize your invoice, sales receipt, or estimate template to match your unique style: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If the following transactions are still missing in question. Please consider logging into your QuickBooks Online account on a web browser and use the steps provided in my initial post to see changes via the Audit Log report. 

 

Let me know if I can be of additional assistance to help you get the missing transactions or any QuickBooks-related concerns. Keep safe.

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