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jennifer-ifixrvs
Level 2

Since the recent update, we cannot edit invoices in QBO mobile app.

We set up draft invoices prior to mobile service calls for technicians to edit and update the invoices in the field once work is complete. Since the recent update, this is now impossible. Any devices where the update hasn't been pushed are still able to update invoices, but since the update will be pushed to all users at some point, we're kind of panicking here. 

Relatedly: When a customer makes a deposit on an estimate, QBO converts estimate to an invoice, and now those can't be edited either. 

Is there some new setting we don't know about, or is QBO just shunning its mobile users?
12 Comments 12
Aldren18
QuickBooks Team

Since the recent update, we cannot edit invoices in QBO mobile app.

Thanks for reaching out to the Community, Jennifer.

 

I'll share some troubleshooting steps to help you update your invoices.

 

Before we proceed, could you tell me when you received the update? This way, I can provide you with the appropriate solution to address your concern.

 

In the meantime, let's refresh your mobile app data to update your application and fix any minor issues in the system.

 

To start, ensure you're connected to the internet, then perform the steps below:

 

For iOS:

 

  1. Tap the Menu ☰ and click the Help & Feedback.
  2. Click the Refresh Data.
  3. To confirm, click Refresh.

 

 

For Android:

 

  1. Select the menu at the top right and choose Settings.
  2. Then select Refresh Data and choose Yes.

 

If the same happens, you can uninstall and reinstall the mobile app to avoid these unusual behaviors and start fresh.

 

On the other hand, you can update and change your invoices using your web browser. 

 

By simply:

  1. log in to your QBO account
  2. Go to Sales menu.
  3.  Click update your invoices.

 

I've also included an article to give you a general idea of what the app can achieve. You can easily explore the software in this way: QuickBooks Online app overview.

 

Please leave a comment in this thread to ensure everything is being taken care of. I'm more than willing to help. Take care always.

 

jennifer-ifixrvs
Level 2

Since the recent update, we cannot edit invoices in QBO mobile app.

Thanks for your prompt reply. The update was today, possibly yesterday. iOS. 
checked 4 devices and none of them have the “help and feedback” menu option. There is a “help” option, but that just brings up the AI and articles/support. Could not find an option to refresh data.
deleted and reinstalled on one device, and no change.

QBO does not work well in mobile browsers, especially on smaller screens, so that’s not an option.  

RheaMaeH
QuickBooks Team

Since the recent update, we cannot edit invoices in QBO mobile app.

Thanks for providing additional details, Jennifer. I also appreciate you letting us know the steps you've already taken to resolve this issue.

 

Let me suggest an alternative approach to refresh your data:

 

Here's how:

 

  1. Go to Settings, then select General.
  2. Click iPhone Storage, then tap the QuickBooks Online app.
  3. Choose the Offload App option.

 

Alternatively, you can use your desktop computer or laptop if you have access to it. Then, log in to your QuickBooks Online account via a browser to edit the invoice.

 

Furthermore, I'd recommend getting in touch with our QuickBooks Online Support team just in case the issue persists for them to create a ticket for further investigation.

 

For future reference, you can check this article to view if your invoices are open, overdue, or paid: Track the status of invoices in the QuickBooks Online mobile app.

 

Feel free to post any time if you have other questions or concerns about invoices. I'm here to provide you with the assistance you need

sales-jbradygara
Level 1

Since the recent update, we cannot edit invoices in QBO mobile app.

Experiencing the same thing, even down to the missing refresh data button and alternative help (not help and feedback) button. Did you manage to sort this?

sales-jbradygara
Level 1

Since the recent update, we cannot edit invoices in QBO mobile app.

Experiencing the same thing, even down to the missing refresh data button and alternative help (not help and feedback) button. Did you manage to sort this? .

Rea_M
Moderator

Since the recent update, we cannot edit invoices in QBO mobile app.

This unusual behavior of the QuickBooks Online (QBO) mobile app is most likely due to your outdated system, Sales. Let's work together to resolve and fix this so you can edit invoices accordingly.

 

Installing the latest version of the QBO app on your mobile device ensures you have the most recent features and fixes. Uninstall (tap and hold the app icon) it first, and then perform the procedure below to redownload it on your device.

 

If you're using an iOS gadget, follow these steps:

 

  1. Download the QuickBooks Mobile App.
  2. Open the App Store on your device and search for QuickBooks Online.
  3. Select Free, then Install.
  4. Use the same user ID and password to sign in to the app.
  5. You may be asked to enter a one-time code to confirm your identity. Once confirmed, you can continue into your account.

 

If you're utilizing an Android phone, here's how:

 

  1. Download the QuickBooks Mobile App.
  2. Open Google Play on your device and search for QuickBooks Online. This app works on smartphones and tablets. (It may not be available in some countries).
  3. Select Install.
  4. Use the same user ID and password to sign in to the app.
  5. You may be asked to enter a one-time code to confirm your identity. Once confirmed, you can continue into your account.

 

After signing in, open and update your invoices using the QBO app.

 

You're always welcome to get back to us if you need further assistance managing invoices and sales transactions using the app. We're always ready to lend a helping hand.

jennifer-ifixrvs
Level 2

Since the recent update, we cannot edit invoices in QBO mobile app.

We have not. It’s so frustrating and bizarre. The problem is mostly resolved, in that any new invoices started recently can be edited, but any existing and outstanding invoices are unable to be edited. 

I am certain this is an app issue and not a device issue, because it’s happening on 4 different ios devices. I don’t understand why newer invoices are fine. 

the mobile website is somewhat usable so we have switched to using that the majority of the time. So it’s not solving the problem but it’s a workaround so we don’t grind to a halt. 

Heide DC
QuickBooks Team

Since the recent update, we cannot edit invoices in QBO mobile app.

We acknowledge that this is unusual behavior, Jennifer. This is not the kind of experience we want you to have. We're currently looking for a solution to get this fixed as soon as possible.

 

Allow me to direct you to the right person to contact to get the required help and support. I recommend contacting our Support Team. It requires assistance from our experts, which is needed to identify and assist you in resolving the issues you are facing.

 

To speak with one of our experts from the QuickBooks Support Team. Please follow the steps below to contact support:

 

  1. Go to Help (?) at the top right.
  2. Select or type Contact Us.
  3. Enter your concern, then select Let's Talk.
  4. Choose a way to connect.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

For detailed information, refer to this article: QuickBooks Online Support.

 

If you have any other questions related to QuickBooks, please don't hesitate to ask in the in the comment section. We're always available to provide assistance. Stay safe and take care.

Aca123
Level 1

Since the recent update, we cannot edit invoices in QBO mobile app.

We are having the same exact issue on our end. Our issue is consistent with ios and Android devices. We have called in several times for this and have yet to have our issue resolved. We just put in another ticket for the development team. Hopefully this issue is resolved soon as it is harming business at this point. I hope that adding this comment will also raise concern on Quickbooks end to rectify this issue as soon as possible! Thank you. 

Microgreens SF
Level 2

Since the recent update, we cannot edit invoices in QBO mobile app.

I’m having the same issue with trying to edit a customer to an invoice that was created. I accidentally inserted a customer just to find out later from the mobile app that it was the wrong customer. I tried to edit the customer from the mobile app but the feature to edit is almost gone from this new updated version of the mobile app. I personally like the old version of both web app and mobile app. 

Jelayca V
QuickBooks Team

Since the recent update, we cannot edit invoices in QBO mobile app.

This isn't the experience we want you to have, @Microgreens SF. Let's work together to troubleshoot the application to ensure you can edit your invoice in your QuickBooks Online (QBO) Mobile App. I'm here to guide you through the process.

 

I recommend clearing the application data of your QBO app. This process will reset the app to its original state, eliminating any potential issues caused by outdated or corrupted data, and ensuring your QBO app functions smoothly.

 

For iOS:

 

  1. Go to the Help menu.
  2. Select Reset App Data.
  3. Click on OK.

 

For Android:

 

  1. Proceed to the Home menu or tap the three dots in the right upper right corner.
  2. Tap on Settings.
  3. Select Refresh Data.
  4. Click on Yes.

 

If the problem remains, I suggest uninstalling and then reinstalling the app. Additionally, using other supported browsers can be a good alternative too.

 

I'll be adding this article that can assist you in solving common errors in the QBO mobile app for Android: Fix common errors in the QuickBooks Online mobile app for Android

 

If you have further questions about managing invoices in QBO app, feel free to come back to this post. I'll be here to lend a helping hand. Keep safe.

Microgreens SF
Level 2

Since the recent update, we cannot edit invoices in QBO mobile app.

Actually, I could change the customer by the “Replace” button. 

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