How do we access estimates and invoices from 2022 on the app?

I'll guide you on accessing your older invoices and estimates when using the mobile app bscoldstorage1.

In QuickBooks, the mobile app only displays transactions from the past year, which is why you can only find data from 2023 when searching for estimates and invoices. However, if you require access to transactions older than 2023, you need to log in and use a mobile browser to access your data.

To access your data using a mobile browser, here's how:

1. Open a mobile browser.
2. Log in using your credentials.
3. Once logged in, tap the Invoices or Estimates tab in the main menu.
4. On the Invoices or Estimates page, you may see a filter or search option. Use this to refine your search by date.
5. Set the date range to 2022, or manually enter the desired start and end dates.
6. Tap on the search or filter button to apply the date range.
7. The app will display the estimates or invoices from 2022 that match your criteria.
8. You can view, edit, or create new estimates and invoices.

If you need to make quick customizations and modifications to invoice templates, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It guides you on how to personalize and tailor your invoice templates conveniently.
 

Additionally, I've included this article. This will help you manage your day-to-day business transactions through the mobile app: Compare Mobile App Features. It offers valuable insights into the features and capabilities of the mobile app that can greatly enhance your business operations. 

Please don't hesitate to reach out if you have any other questions about viewing your past transactions using the mobile app. I'll be here to help in any way that I can. Have a great day!

Not sure I understand. I am on the phone app and this process doesn't appear possible. I rarely use the desktop or laptop. I most always use my phone as I am frequently remote and only on the phone 

Prior to this year we were able to access all invoices and estimates from when we started using QB in 2019. 
Being able to access the previous time we worked with a customer and the pertinent info from that experience is vital for us in answering their questions and ours. 

Hello there, bscoldstorage1. Having timely access to your invoices and estimates using the QuickBooks Online mobile app is essential for your business.

Currently, viewing invoices and estimates from prior to last year's transactions is unavailable when using the QuickBooks mobile app. If you'd like to have this feature added to QBO, I recommend providing feedback to our product engineers. This will help them understand how to improve existing features and develop new ones to better serve our customers.

Here's how:

1. Click the Three horizontal lines icon.
2. Go to Help & Feedback.
3. Choose App Feedback.

Moreover, I'm adding this article as your reference for personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you encounter any difficulties managing other customer transactions, like sales receipts or estimates, please don't hesitate to let me know by leaving a comment below. I'm available and prepared to help you whenever you need it.

When will a remedy be available? QBO via my phone is much less helpful in 2024 than it was in 2023, 2022, 2021, 2020, and 2019 

Thanks for getting back to the thread, @bscoldstorage1. Let me share additional information about the feature availability concern.
 

I understand that the option to view estimates and invoices from previous years is beneficial to you and your business. However, we're unable to give a specific time frame as to when this feature would be available in QuickBooks Online mobile app.

Additionally, please keep in mind that our developers will be based on the number of requests they received from customers like you. The more request they will get, the more likely it'll be implemented in the future. Your patience will be highly appreciated.

If you have submitted feedback, you can visit our QuickBooks Online Feature Requests website to track the status.

Furthermore, I'm leaving this article for future reference with customizing your sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online

.Please don't hesitate to come back if you have any other concerns or suggestions in managing your invoices and estimates. I'm always here to help you.

Why was the convenience removed in the update if the feature is so important as it is to me ?