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streambeansus
Level 1

I have QuickBooks online thru App Store. Ever since the latest update, I have lost the ability to see and edit invoices or estimates. How can I get this back?

I still have this ability on desktop, but have lost the functionality in the app, which I consider very convenient. How can I get this functionality back? My account subscription details it says that I should have the ability to make an edit invoices  and estimates.
1 Comment 1
Kevin_C
QuickBooks Team

I have QuickBooks online thru App Store. Ever since the latest update, I have lost the ability to see and edit invoices or estimates. How can I get this back?

I'll guide you through editing invoices and estimates using the QuickBooks Online (QBO) mobile app, Stream.

 

You may not see the option to edit your sales forms due to recent updates. Based on your statement, I take that you're using an iOS mobile device to access the QBO app since it's from the App Store.

 

Follow the steps below to edit your invoices:

 

  1. Go to the Invoices or Estimates list.
  2. Select the transaction you'd like to edit.
  3. Simply click the section where you want to make the necessary updates. You may also click the + buttons to add details.
    35c67681-3fd2-4f71-82a8-77510ff27766.default.png
  4. Once you make any changes, you'll now see the Save button to save the updates.
    290b68db-a7f0-42d2-8138-191c900eaf90.default.png

 

If the issue persists, let's refresh the data within the app or from the settings. This restores the application to remove the older cache that causes this odd behavior. Here's how:

 

  1. Go to Settings, then tap General.
  2. Tap iPhone Storage, then tap the QBO app.
  3. Tap Offload App.
    38387e48-257e-4b37-8eac-a9533926d738.default.png

 

Additionally, you can visit this article about utilizing the templates in QBO and what details you can add to your sales forms when using a mobile browser: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be right here to continue helping if you have any other concerns or questions about managing your sales transactions. Assistance is just a post away. Have a good day!

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