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Franklinelectrical
Level 1

Estimates/invoices on app

My estimates and invoices in my iPhone app have changed in the last week. When I send an invoice it doesn’t come up as it used to. It comes up in customers email as “old timey” typewriter looking text and an attachment at bottom. The invoice doesn’t come up with an “accept” button as I’m used to or the customer. I’ve tried deleting/re installing. It doesn’t matter if I’m on iPad, iPhone, laptop it all sends the same. I’ve sent multiple tests to myself and a close friend to see how/why. 

4 Comments 4
Kevin_C
QuickBooks Team

Estimates/invoices on app

Thanks for visiting the QuickBooks Community, Franklin. I appreciate you for performing initial troubleshooting steps to fix the issue you're having with your estimates and invoices. I'm here to share additional details and direct you to the best available support.

 

To sort this out, I suggest reviewing the online delivery settings of your QBO account to make sure you and your customer can see the correct template format for your estimates & invoices. Here's how:

 

  1. Go to Settings ⚙ and tap Accounts and settings.
  2. Proceed to Sales menu, then choose the Online delivery section.
  3. From the Additional email options for invoices, ensure to select Online Invoice.
    Capture.PNG

 

However, I suggest reaching out to our Customer Care Team if the issue persists. One of our experts has the necessary tools to check your account securely and perform a screen-sharing session to conduct further investigation into this behavior. Please refer to this article for their operating hours: QuickBooks Online Support.

 

Additionally, you can visit these articles for further instructions on how to include additional details or personalize sales transactions:

 

 

Feel free to reply to this thread if you have other questions about handling your sales transactions in QBO. It's our priority to ensure everything is taken care of. Have a great day ahead!

Franklinelectrical
Level 1

Estimates/invoices on app

I have the online invoice thing selected. I have reached out and talked on phone 3x. 

I even got an email stating it was fixed, and it for sure isn’t. 

 

JessT
Moderator

Estimates/invoices on app

Hi Franklinelectrical,

 

Thank you for joining back in the conversation. Yes, the issue regarding the estimates and invoices on the app interface were already resolved.

 

I understand that you're still having the issue, so I recommend updating your QBO app or clearing the data so you can sign back in a fresh state. Should the issue still exist, please contact our QBO Support so they can revisit the ticket.

 

Let me know if you have other questions in mind, feel free to go back to this thread.

Franklinelectrical
Level 1

Estimates/invoices on app

I have deleted and re installed the app

tried everything

tried different browser on my laptop

 

i was on phone with customer rep from quick books for an hour and half this evening

 

she says the problem is I can’t update my layout on the computer? When I try to update it, it loads it then goes back to previous. She shared my screen and saw it

 

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