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jasonwmu
Level 1

On the QB Mobile App, when creating an invoice and adding my products, it defaults to "flat rate" instead of "Quantity". Never used to do this. Ideas why?

 
1 Comment 1
Aldren18
QuickBooks Team

On the QB Mobile App, when creating an invoice and adding my products, it defaults to "flat rate" instead of "Quantity". Never used to do this. Ideas why?

Let’s work together to uncover what’s causing this and restore your invoices to proper order, Jason.

 

Before troubleshooting, please verify your products and services for any configuration changes. The default invoice rate depends on how these are set up.

 

If a product or service is set to a Flat rate, you can modify it by selecting the product or service and switching it to a Quantity rate. After making the change, click the Update button to save and apply the adjustments. Kindly refer to the screenshot below:

 

image (34).png

 

If your products and services are correctly set up, I suggest refreshing the app’s data to help resolve common issues preventing your invoice from saving properly.
 
Here's how to refresh data in the QBO app:

 

  1. Open the app and go to the Menu.
  2. Tap the All option then choose Intuit Account & Settings.
    image (32).png
  3. Select Refresh Data.
    image (33).png
  4. Tap Refresh Now to confirm.

 

Should the problem persist, the next step is to clear or offload the app’s data to refresh the application and eliminate any potential causes of freezing or saving problems.

 

Here's how:

 

  1. Go to your device's settings.
  2. Find and tap the Apps option.
  3. Scroll through the list and select the QBO app.
  4. Tap on Storage.
  5. Select Clear Data or Offload the appdepending on your mobile operating system.

 

Alternatively, you can uninstall and reinstall the mobile app to have a fresh installation of the QuickBooks software application with all the latest updates and bug fixes.

 

To further optimize your financial management in the program, I’m sharing this valuable resource on personalizing your invoices to reflect your brand’s unique identity. Please note that these customization features are available through the QuickBooks Online browser version: Customize invoices, estimates, and sales receipts.

 

This channel is always open for any inquiries and concerns you may have in the future. If you have anything else you'd like to discuss in this forum, please share it below. 

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