Within the updated QBO Mobile app unable to search by invoice number or amount

Thanks for reaching out to the Community, the_TJR. I appreciate your detailed information.

Since the Invoices screen and customer profile screens aren't functioning properly, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they cause issues with certain webpages. You can open a private window and check to see if your invoices work correctly.

Here's how to access incognito mode in some of the most commonly used web browsers:
 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If the the problems don't continue while browsing privately, it's safe to say they're being caused by your browser. They can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues occurring while using incognito, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:
 

• Google Chrome
• Mozilla Firefox
• Microsoft Edge
• Safari 11 or newer

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

In the event you're referring to our mobile apps instead of the desktop app, you can find troubleshooting steps in our Fix common errors article. You can also submit feedback about your invoicing experience in QuickBooks if you'd like to.

I'll be here to help if there's any questions. Have an awesome Monday!

I am referring to the mobile app as mentioned in the subject/title. Thank you!

Thanks for responding in the thread, @the_TJR.

Allow me to give you the troubleshooting steps to fix your concern with invoices in the QuickBooks Online (QBO) mobile app.

You may follow the steps below to refresh your data to see the latest available information in your QBO.

Here's how to do it on different mobile operating systems:

iOS
 

1. Tap Settings, then locate General.
2. Select iPhone Storage, then click the QuickBooks Online app.
3. Press Offload App.

Android
 

1. Go to Menu ☰, then tap More Options ⋮.
2. Select Settings, then Refresh Data.
3. Tap YES to confirm.

This will free up the storage without deleting your app's documents and data.

Lastly, if the issue persists, I recommend uninstalling and reinstalling your QBO mobile app.

Furthermore, you may refer to this article if you want to customize and make quick changes to invoice templates while on the go: Customize invoices on the QuickBooks Online mobile app.

Please do not hesitate to go back to this thread for more queries about invoices and the QBO app. I'll be one click away. Take care.

Thank you for your intended help. I completed the steps for IOS, unfortunately the issue with invoice tab on the mobile app persists. I am still unable to search for any invoice number created over 30 days old, furthermore when I search for a specific client, only invoices created within the last 30 days return from query. If I search for an amount, I can only go back 30 days as well.

Hello, @the_TJR.

I completely understand how crucial it is for you to be able to search by invoice number. I want you to know that I truly appreciate your effort in following the steps provided by my colleague. 

To address the issues you are facing while searching by invoice account or number, I suggest reaching out to our support team. They will be able to provide you with valuable insights and help you resolve the problem promptly. Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. In Search, select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:

• Start a chat with a support expert. Live chat all day, M-F.
• Call us. M-F, 8:00 AM to 10:00 PM, and S-S, 8:00 AM to 6:00 PM.

Please see this article for more information: QuickBooks Online Support.

Furthermore, we're adding these articles to help you manage invoice payments, create personalized sales forms, and keep track of your transactions inside QBO:

• Record invoice payments in QuickBooks Online.
• Customise invoices, estimates, and sales receipts in QuickBooks Online.
• Run reports in QuickBooks Online.

You can inform us here in the Community space about how it goes. Rest assured, we'll always be here to respond. Take care.

Hello,

this issue has been recurring since October. Each time I call, the representative does something on the back end to revert the layout of the invoice tab within the mobile app. This process usually takes 1.5 hour to through trouble shooting etc etc. of course this process sucks and is highly frustrating and a complete waste of time. As of yesterday, the app updated again presenting the issues if referenced already. I called support, spent about 2 hour with them. Realistically I was on the phone with a customer service rep who was simply typing my concerns to “the engineers and higher ups” until they said my only recourse was filing a claim online and using this tool. This is a last resort before I take my business elsewhere, as this has occurred too many times and simply a new invoice system with far too many bugs which renders it unusable.

Thanks for your reply. I’m specifically discussing the mobile app, which I use most. The mobile website is slow and not form fitted well to an iPhone even my model the 15 pro. 

Randomly, the app reverted back to the old invoice layout, which works perfect. i can once again search the parameters that i couldn't with the new layout. Basic functions such as ability to search for invoices by number, amount, client, etc are now available. Hope it stays that way until the bugs are fixed in the new invoice software within the mobile app.