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emeraldstateelec
Level 2

QBO mobile app

How are QBO users handling in-person sales with the recent app updates? We used to generate invoices and estimates on-site at time of service, and have the customer review the full page generated PDF right on our iPads. That feature seems to have disappeared with the recent updates, and we only get a small popup window to review, edit or share our estimates and invoices. I’m curious how others are sharing information at time of service with their customers?

3 Comments 3
Shania_C
QuickBooks Team

QBO mobile app

Hi there, @emeraldstateelec.

 

Allow me to help you rule this out for your customer to generate a full-page invoice PDF form in the QuickBooks Online (QBO) App.

 

Before starting, please ensure you have a stable internet connection and the latest version of the app to sync the most recent data. If your app is not up to date, please update it. Furthermore, if the application is not working properly, one possible cause could be corrupt app data. To troubleshoot this, let's reset the app's data. This process is similar to clearing the cache on your web browser. Please follow the steps below:

 

  1. Go to Settings, then select General.
  2. Choose iPhone Storage, then tap the QuickBooks Online app.
  3. Then select Offload App.
  4. You can free up storage space without deleting your app's documents and data.

 

However, if the same thing happens, let's uninstall/reinstall the QBO app. For detailed steps on how to do it, please refer to this article: How to download and install QuickBooks Online for iPad.

 

Additionally, using other supported browsers can be a good alternative to get a full-page view of your invoices and estimates for your customers.

 

Moreover, here are some articles to help you manage your sales forms using the web browser:

 

 

I’ll be around the corner if you need an extra pair of hands in any QuickBooks-related matters, @emeraldstateelec. Stay safe!

emeraldstateelec
Level 2

QBO mobile app

I appreciate the response. Unfortunately, this is the same generic set of instructions I’ve been given for months. There seems to be a bit of a disconnect somewhere. I’ll call in to tech support, and spend hours explaining to the agent how the app used to generate a full page PDF, and how it no longer does. Then they’ll share a portal link with me and ask me to upload pictures of the problem, which I’ve done on multiple occasions. 

For some reason, the agents believe there’s a technical glitch somewhere, and that reinstalling, offloading the app, or resetting the iPad will resolve it. We’ve tried all those things dozens of times over the last month. I’ve even gone as far as to buy brand new iPad 10’s to run the app on.

 

None of this has helped though. The feature seems to have been stripped from the apps functionality altogether. I have found a lengthy work around, which involves exporting the invoice or estimate from QBO to chrome, then downloading it from chrome and it will eventually give me the option to display as a PDF. It’s an alright stopgap measure to get us by for now, but it’s a bit of a clumsy process and would be nice to be able to do this smoothly within the QBO app like we’ve been doing the last 12-14 years or so. 

Do you have any idea if the app developers are aware of the missing full page PDF view? Do they have any intentions of bringing this feature back? Is there a relocated or hidden option here to produce a full screen PDF view within the app? We’ve had no luck finding such an option dozens of hours long calls the last few months.

 

I’d be curious to know if anyone at Intuit has any additional information on this. 

 

Thanks for your time and response to this issue. 

RhoiceW
QuickBooks Team

QBO mobile app

I can see how challenging it is not to be able to use this feature in your business, and this isn't the experience we want you to have, emeraldstateelec.

 

Let me route you to our support team so they can investigate why the invoice won't generate a full-screen PDF. Our support team has all the necessary tools to pinpoint the cause of this issue.

 

Here's how:

 

  1. Go to the Help (?) menu, then click Contact Us.
  2. Enter a brief description of your concern and select Continue.
  3. Click Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a call back from the next available expert.

 

Please check out our support hours to ensure we can address your concerns promptly.

 

In addition, you can refer to this article to learn how to convert an estimate to an invoice in QBO: Convert an estimate into an invoice in QBO.

 

Comment on the post if you still have concerns about your invoice in QBO.  I'm always here to help you.

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