Thanks for reaching out to the Community, Service.
In your QuickBooks mobile app, invoices and sales receipts are pulled from different areas. Invoices are usually more deeply integrated into the app's immediate quick action workflow. Sales receipts often require more in-depth processes to validate the accounts in use. This could relate to why you're seeing a refresh option
If an email isn't carrying over try checking your Bill To vs. Email field. Ensure when you create a customer profile the customer's email address is entered in the dedicated Email field.
You can also try some additional troubleshooting processes like Reset App Data from within QuickBooks.
Here's how:
- Go to the Menu (three dots).
- Click Help & Feedback.
- Select Refresh Data, it may also display as Reset App Data on some devices.
Refreshing or resetting app data can force the app to re-sync your entire customer list.
I'd also recommend confirming your mobile app version is up-to-date with its latest release. You can usually check this from the app stores and usually has the abi perform updates there. If you're using iPhone or Android you can usually access the apps in your device settings and try offloading them/clearing cached data.
If the problem continues, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
Please feel welcome to send a reply if there's any additional questions. Have a great Wednesday!
