I can no longer create invoices through the mobile app (sales tax issues?)

Hello there, wjurls. I understand you're having issues creating an invoice without entering sales tax. I'm here to provide some troubleshooting steps.

Since you cleared the cache, I suggest an alternative approach to refresh your data. You can try to uninstall and reinstall the app to resolve any unexpected behavior. Also, make sure to download any updated security settings. 

If the issue persists, I recommend contacting our QuickBooks Online Support team. They can create a ticket for further investigation and help you resolve the issue.

Also, I suggest checking out this article to help you enumerate the features supported by each device: Compare mobile app features.

Please feel free to post here again if you have any other concerns about creating your invoice. I'm always here to provide further assistance. Have a great day.

Removed and re-installed and nothing changed. I try to add an item or service to an invoice and it wants me to "create sales tax rate" click that and it goes to a few choices. None of which do anything except frustrate me. Intuit changed something last week that has rendered this app useless.

And to clarify. Even if I try to add a sales tax rate, before re-installing it gave me some choices. Now it wants me to create one. If I try to create one it doesn't work no matter where I click.

Galaxy S23 Ultra

Android 14

I understand your frustration when prompted to create a sales tax rate while adding an item or service to an invoice, wjurls. And I appreciate you for trying to troubleshoot the issue.

At this time, I encourage you to get in touch with our technical support. To further investigate why you're experiencing this issue. 

Nevertheless, you can also make invoices and estimates using your QuickBooks account through a computer browser. 

Here's how:

1. Go to https://quickbooks.intuit.com/
2. Sign in to your account.
3. Go to + New.
4. Select Invoice.
5. Enter the necessary information.
6. Click Save and close.

Furthermore, you can visit these articles on managing invoices and estimates in QuickBooks Online:
 

• Fix common errors in the QuickBooks Online mobile app for Android
•  Customize invoices on the QuickBooks Online mobile app.

If you have follow-up questions about this or any other QuickBooks-related concerns. We're always around to assist.

Still not working, Quickbooks claimed that nothing has changed, but if I open an invoice previously created on a computer using the mobile app, the sales tax section shows all the different individual taxing districts involved for that particular rate. It never did that before. We have very complicated sales tax requirements in California for those of us in field service. I need this to work as it did before. Using the webpage based Quickbooks online is extremely clunky and cumbersome on a mobile device.

I'm having the exact same problem,  it's frustrating.   I've had to wait till the evening to do it on a laptop, thus increasing my workday.

Thank you for adding your input. I found it hard to believe that I was alone on this problem.

I'm having the same issues. Called for support and spoke with "Jennifer" she seemed clueless on the issue. She said to clear cache and if that didn't work she didn't know what to do, she seemed real puzzled.  Web based doesn't work either to produce receipts on mobile device in the field. The screen just bugs out.  We currently have no way to generate receipts in the field and the Quickbooks representative I spoke with didn't give any indication they were doing anything about it. 

Hello, everyone.

I understand the importance of creating your invoices through your mobile app and appreciate the measures driven to resolve this matter as it affects running your business using QuickBooks Online.

Furthermore, I suggest contacting our customer support team. In doing this, they would determine the best course of action and conduct an investigation if necessary.

Furthermore, know that it's possible to personalize your invoice in your QBO app. You can read its thorough steps in this article: Customize invoices on QuickBooks mobile app. 

Don't hesitate to return to this thread if you have additional concerns with your invoices on mobile. I'll be here to address them at any time.

I have the exact same issue and the rep I spoke with told me they only support qbooks online and not the mobil app 

That makes no sense. What the hell are we paying for!

Hi wjurls,

You left a comment on a thread I started, so I wanted to respond. It seems that my problem is a little different because on the app the Sales Receipt function doesn't work for me, having much the same problems you are experiencing on invoices. However, invoices are working for me and I am using it as a workaround. Interestingly, invoices don't require a tax rate for each item like Sales Receipts do. 

QBO customer service says they don't support the app. That is a head scratcher. Mobile functions are what makes QBO work for me, since I have a mobile business.

I tried using the pc version on my mobile device, but it is very difficult to use, primarily because columns, spacing, the look and feel of the experience are extremely wonky. 

I had another problem with receipts sometime back where receipts that I sent to customers didn't show anything on the page. That issue was resolved. 

Service

3/26/2024

Strange that you don't have invoice problems. It happens to me with both invoicing and sales receipts.

I have a buddy who didn't get the update, and his app is working normally. Anyhow, if you use the desktop version on your mobile device, be sure to change your view to Desktop site. In Chrome, there is a menu in the upper right corner with three dots. Scroll down toward the bottom and there is a button for Desktop site. That will change it somewhat to your pc experience. 

Do you think others are experiencing this problem? We can't the only ones in the USA where this is on the radar. 

Thanks for that. The desktop site is much less clunky than the mobile. Even on a phone.

one of our employees is having the exact same issue, but the others dont have the issue. if someone figures out a fix for the app please post it here

Greetings, tfs11. I can see some of your users are experiencing issues related to sales tax calculations and settings in QuickBooks Online (QBO).

Since your other employees or users don't have any issues, one of the reasons for this error may relate to the user access. You might want to delete and re-add them again to rectify the issue.

Here's how:

1. Log in to your account on a web browser.
2. Go to Settings ⚙, then select Manage Users.
3. Select the ellipsis icon on the user you want to delete, then select Delete.
4. Choose the Delete User from the pop-up window to confirm.

Next, follow the steps below on how to add users.

1. Select Settings ⚙, then select Manage Users.
2. Select Add User, then enter the user’s name and email address.
3. Note: Special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.
4. Select the Roles ▼ dropdown, then select the role you want to assign to the user.
5. Review the features this role gives access to. You can expand each section.
6. Select the Account management settings you want to manage (if applicable for the chosen role).
7. Select Send invitation.

After that, go back to your mobile app, try to create an invoice, and verify the sales tax issue with tax rates appearing correctly.

If the error is still persistent, refresh your data and try uninstalling and reinstalling the app, ensure that updated security settings are downloaded, and explore enabling taxes in the account settings to resolve the problem.

Additionally, users can seek guidance from our QuickBooks Online Support team to find other solutions to similar cases with sales tax calculations in QBO.

You can still return to this thread if you have extra worries with your invoices on mobile. I'll be here to handle them at any moment.

I'm having the same issues too but only with employees who have android phones. 

Only myself and my employees with android phones are having issues. It's not related to access settings.

I understand the importance of managing invoices using the QuickBooks mobile app, Sggrooming. Let's work together to ensure you can resume your tasks smoothly.

Beforehand, did you encounter any error messages when creating an invoice? Adding additional details will help us determine its cause. A screenshot would be a great help, too.

Let's ensure you have the latest version of the mobile app installed when creating an invoice.

Here's how to update the app:

1. Open the Google Play Store application.
2. Click on the Profile icon located at the top right.
3. Select Manage apps & device and then choose Manage.
4. Locate and select the app to update.
5. Click the Update button.

If the issue persists, we can refresh your data to ensure you have downloaded the updated security settings. 

I've added these articles on how to manage invoices and their payments:

• Create invoices in QuickBooks Online
• Record invoice payments in QuickBooks Online

Keep me posted if you have questions besides creating invoices in the mobile app. I'm always here to help. Have a good one. 

Screenshots attached.

It is the most recent version. The update is what caused these issues. It used to automatically have the tax and a list of tax rate options if I needed to change it. Now it has nothing and when I click to add tax manually it gives no options. Then if you try to save anyway it gives an error. This is all when creating a new invoice.

It won't even show past or open invoices anymore. 

It's being difficult about attaching screenshots

I'm here to provide some insight on your invoice and sales tax, @Sggrooming.

Could you please provide us with the exact error message? This would enable us to investigate the issue more thoroughly.

As you've faced an issue with your mobile app, let's fix it by uninstalling and then reinstalling the app. This will isolate the problem you're experiencing.

If the issue persists, I suggest to contact our support team for further assistance. Here's how you can reach out to them:

1. Log in to your QuickBooks Online company.
2. Select Help (?).
3. Click 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.

In addition, you may find more information on sales tax by visiting these articles:

Add a sales tax rate using the QuickBooks online app (Android only)

Change sales tax rate using the QuickBooks online app (Android only)

For future reference, you can check out these articles:

• Run reports in QuickBooks Online
• Record invoice payment in QuickBooks Online

If you have any concerns regarding the sales tax on your invoice, please don't hesitate to reply. Have a great day!

I have already uninstalled and reinstalled. The error just says please select sales tax but there are no sales tax options to select.

Just some random thoughts about this issue:

1. Someone mentioned that the problems shows up mostly with Android phones. I wonder if someone has both an Android and iPhone and can try their account on each one. 

2. If you want to post screenshots of what you see on your Android, you have to enable that feature. Go to the gear and select "Enable Screenshots" for 15 minutes.

3. No amount of posting can accurately express the breadth of this issue. Someone from Intuit needs to speak to one or more of us to understand things more clearly. However, there are enough of us posting here to impress upon anyone who cares that there is a real problem that needs to be dealt with. 

4. After my last call to customer service, I ended the conversation after the person reiterated that they don't support the app. I got a call late that evening from Intuit--another CSR--assuring me that they do support the app, then he asked if it was okay for him to close out my ticket. It was obvious that this what he called for. Af for supporting the app, I don't think anything has changed. 

5. Providing a service to customers, then saying that the service is not supported, is not a good look for any company. Maybe Intuit needs to revisit this.

6. I am paying sales taxes over the weekend and I found one jurisdiction where the amount that QBO collected differed from what the city said I should have collected. I had to go through each sale until I found one where an item was designated tax-free, but was included in the taxable total. So if you come across a similar situation, be careful.  

Service

3/21/2024