Query a clients invoices

Thank you for bringing this to our attention today, Pbucks. I want to ensure you get the desired result when searching for your client's invoices in QuickBooks Self-Employed (QBSE). I can share some troubleshooting to isolate this issue.

The stored cache may cause this strange behavior in your QuickBooks app. We can reset your app's data to narrow down the result. 

Follow these steps if you are using iOS:

1. Go to Menu ☰ and select Help & Feedback.
2. Click on Refresh Data.
3. Tap on Refresh to confirm.

Otherwise, proceed to the instructions below for Android:

1. Go to Menu ☰, then select More Options ⋮.
2. Tap Settings, then Refresh Data.
3. Hit YES to confirm.

Once done, try to search for a particular client's invoices to see the result. If the same thing happens, you can clear your app's data to start fresh.

1. Open your device Settings.
2. Select Apps (varies by device).
3. Choose the QuickBooks app from the list, then select Storage.
4. Select clear data.

Uninstalling and reinstalling the application can also isolate the issue.

For now, you can get back to business and stay updated with your invoice entries by opening QuickBooks through any supported web browser.

If there's anything else you need help with regarding your clients invoices, please let me know by leaving a comment below. I'm just a few clicks away to help you again. Keep safe!

It’s still the same

It’s still the same. When I query invoices by client name it only shows invoices back to mid July even though I have invoices for a particular client going back 6 years

Hi there, @Pbucks.

Thanks for following up with us. 

To clarify, did you try using a supported web browser, as my colleague mentioned above? If so, did you get the same result? 

If you're receiving the same result, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and investigate this matter further. You can use the steps that I've included below to connect with support directly. 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Choose either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.

Please let me know if there is anything else I can assist you with. I'm happy to help. Take care! 

The web version is working fine.  It’s the phone app that I’m having issues with. I use the phone app 99% of the time. 

I have called tech support 3 times since July 23 and get no help