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DBKEquip
Level 1

QB iOS app invoice not updated to desktop version

When creating an invoice on the iOS app, it utilizes an old template that I have long deleted when logged in through a browser.

I have deleted the app and reinstalled and it still utilizes the old template.

How can I utilize my current invoice template that I use through the desktop browser on the iOS app? 

2 Comments 2
NerbynMaeI
QuickBooks Team

QB iOS app invoice not updated to desktop version

I recognize how important it is for you to have easy access to your invoice templates, DBKEquip 

 

To proceed, lets check first if the invoice template you created is in default by using the web browser. 

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Under Your Company, select Custom form styles.
  3. Choose the template you've created, then click the Edit drop-down arrow.
  4. Tap Make default.

 

After that, create an invoice and check if it's using the correct template by clicking the Customize button. 

 

For further details about customizing sales forms, you can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

 

If the invoice template is already set as default, I highly suggest contacting our live support team so they can walk you through the steps regarding with your invoice template using a QuickBooks Apps. 

 

Here's how to connect with them;

 

  1. Click the Help menu.
  2. In the pop-up panel, go to the Search tab.
  3. Hit the Contact Us button.
  4. From the text box, type in your concern.
  5. Click Chat with us.

 

When reaching our QuickBooks Online Support Team, please make sure to know the availability hours to make sure your concern will be getting in touch.


Here's the best time to contact:


Solopreneur, Simple Start, Essentials, Plus
 

  • M-F 6 AM to 6 PM PT
  • Saturday, 6 AM to 3 PM PT

Advanced
 

  • any time, any day.

 

Let me know if you need more help with the invoices or templates in QuickBooks, I am always here to extend a helping hand. Have a good day! 


 

 

 

 

 

 


 

DBKEquip
Level 1

QB iOS app invoice not updated to desktop version

Thank you for the response. I have already set the template as default and when creating a new invoice it utilizes the template automatically. I will try reaching out to the live support team. 

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