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haydenyuan11-gma
Level 1

I can’t preview invoice and estimate

 
5 Comments 5
KayePe
QuickBooks Team

I can’t preview invoice and estimate

Hi there, Hayden. Let me help you in previewing your created invoice and estimates inside QuickBooks Online (QBO).

 

QBO allows you to preview your sales forms before printing to have a sample of what the printout will look like. In your case, could you please let us know if you receive any error messages when trying to preview your invoices and estimates? Any additional information would be a help for us to assist you with this.

 

In the meantime, performing basic troubleshooting steps is recommended. Basic browser troubleshooting can rule out the possible reasons for these issues with your browser. Know that browsers accumulate temporary internet files that can affect your browsing experience. Too many internet files can sometimes change how your QBO company behaves, resulting in errors when performing tasks. 

 

See the following keyboard shortcuts for suitable browsers to open a private window:

 

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

 

Check out this article for a step-by-step process on clearing your cache: Clear cache and cookies to fix issues when using QuickBooks Online.

 

Moreover, you can use this link as a reference when personalizing your sales forms to look formal and customized based on your business: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have further questions about previewing your invoice and estimates. I'm more than happy to help. Have a great day!

Ristow1725
Level 1

I can’t preview invoice and estimate

I use only iPhone for last ten years no computer.  And for last two weeks self employed won’t let me preview the invoices so I can print them.  And ideas??

Ethel_A
QuickBooks Team

I can’t preview invoice and estimate

We’re here to make sure you can easily preview invoices in QuickBooks, @Ristow1725. I recommend clearing your app's cache. It's a handy first step to fix many common errors.

 

Here's how:

 

  1. Select the menu at the top right and then choose Help & Feedback
  2. Click Refresh Data and Refresh

 

To manage the storage on iOS, access the Settings menu on your device, then navigate to General and select iPhone Storage. Identify an application that occupies a significant amount of space. You can free up the storage without removing the app's documents and data by opting for the Offload App feature.

 

Once done, restart your mobile phone and verify whether you can utilize your mobile application to create invoices.

 

If the problem continues, please consider uninstalling and then reinstalling the QuickBooks Self-Employed mobile application.

 

For future reference, you can check out this article that can aid you in organizing your transactions: Categorize transactions in QuickBooks Self-Employed.

 

Keep us posted if you have any additional inquiries regarding the management of invoices in QuickBooks Self-Employed. The Community team is here to provide assistance.

Ristow1725
Level 1

I can’t preview invoice and estimate

That didn’t change anything. 

MirriamM
Moderator

I can’t preview invoice and estimate

Thank you for your quick response and for following the troubleshooting steps to resolve the issue you're having when trying to preview your invoices, Ristow1725.

 

I want to make sure you can once again preview your invoices on the QuickBooks Self-Employed (QBSE) mobile app so that you can print them. Since the issue still exists, I suggest reaching out to our Customer Care Team. They have the capability to access your account securely and conduct a more in-depth investigation to identify the root cause of the problem.

 

To get in touch with them, click the ? Help button located in the top-right corner and choose Contact Us to speak with a live agent. Then, please complete the form.

 

If you wish to include sales tax on your invoices in the future, you can check out this article for guidance: Manually track sales tax in QuickBooks Self-Employed. It offers comprehensive details on how sales tax functions.

 

Don't hesitate to contact us if you have any additional questions or need further assistance with managing invoices in QBSE. We're here to help, Ristow1725.

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