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oakshadeco
Level 2

My full client list does not populate in the app. I can't see open invoices when I'm trying to collect while in the field. Why is this always broken?

 
4 Comments 4
Ivan_G
QuickBooks Team

My full client list does not populate in the app. I can't see open invoices when I'm trying to collect while in the field. Why is this always broken?

Hello there, oakshad. Allow me to help you manage your client in QuickBooks.

 

To confirm, did you get any error message when trying to access your client using your QuickBooks Online (QBO) app? Any additional information would be much appreciated.

 

In the meantime, let's try to refresh your QBO app to resolve some data issues. To do so, you can follow the steps below:

 

For IOS device:

 

  1. Go to the Menu icon and press Help & Feedback.
  2. Tap Refresh Data.
  3. If you get a prompt message, "Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes."
  4. Press Refresh to confirm.

 

For Android device:

 

  1. Go to the Menu icon, then press More Options ⋮.
  2. Select Settings, then Refresh Data.
  3. Tap YES to confirm.

 

If the issue persists, I'd recommend uninstalling and reinstalling the app.

 

Also, you can try logging into your account using a web browser and then manage your client from there on.

 

In addition, you can review this article to help you manage your invoices in the QBO app: Customize invoices on the QuickBooks Online mobile app.

 

Feel free to reply to this thread if you need additional assistance managing your client in QuickBooks. We'll be here to help you 24/7.

FishingForAnswers
Level 9

My full client list does not populate in the app. I can't see open invoices when I'm trying to collect while in the field. Why is this always broken?

It is a little sad; your diction looks like a scam post, but it reads in almost the exact same way as the actual QuickBooks support staff.

 

Kind of makes you wonder.

oakshadeco
Level 2

My full client list does not populate in the app. I can't see open invoices when I'm trying to collect while in the field. Why is this always broken?

Never got any error messages. The app stops populating at random times. I've done the reset steps as well as the un/re-install method six different times now and, yes, that usually fixes this problem. 

 

THE POINT IS this shouldn't be happening to begin with!!! What do I pay the subscription for!! FIX THIS LAZY ERROR!! 

Shania_C
QuickBooks Team

My full client list does not populate in the app. I can't see open invoices when I'm trying to collect while in the field. Why is this always broken?

I am sorry to hear that you have been through a difficult experience, oakshadeco. 

 

I completely understand how important it is to manage your clients and invoices in the QuickBooks Online App, and it can be frustrating when things don't go as planned. Please know that I am here to help and support you every step of the way.

 

As the issue seems to have persisted, I recommend reaching out to our Customer Support Team. This way they will be able to investigate the matter further and create an investigation ticket if other users are experiencing the same issue. I will guide you on how to do that, and we will work together to resolve this issue as soon as possible.

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
    • Ask the community to get help from businesses like yours.

 

You can also check this article for more details and be sure to review their Support hours to know when agents are available.

 

Moreover, feel free to visit or save these articles in case you want to how to convert an estimate into an invoice and how to receive and record invoice payments in QuickBooks Online: 

 

 

We appreciate your utmost patience while this is being worked on. Feel free to post here anytime if you have other questions about handling your clients and invoices in the QuickBooks Online App. I'm here if you need further help. Have a good rest of the week.

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