Let's troubleshoot the app so you can view the sales forms on the go, DJs Engine Clinic.
Sometimes, the data stored on your device may affect its functionality. To isolate the issue of being unable to see the historical records, we can reset the app to refresh it. Follow the steps below for iOS:
- Go to Settings, then tap General.
- Select iPhone Storage, then click the QuickBooks Online app.
- Tap Offload App.
If the issue persists, I recommend uninstalling and reinstalling it. This way, we can ensure that the app is up to date.
In the meantime, you can log in to your device's or computer's browser to check your invoices and estimates.
Once you're all set, refer to this article to tailor templates according to your needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Do you need help with recording sales transactions or documenting payments? You can seek assistance from our QuickBooks Live Expert Assisted for guidance.
You may ask further app concerns or sales transaction matters that come to mind by replying to this post. We'll be delighted to answer them.
