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trhughes003-gmai
Level 1

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

On 3/5/22 I performed a service that I had sent an estimate for, upon completion I used my cell phone app to convert the estimate to an invoice. This created a new invoice and linked/removed the original estimate. I did the same thing on 3/11/22, after some new progress invoice update, and now when I use my mobile app to convert the estimate, it creates a new unlinked invoice and leaves the estimate in my estimates list, so when i receive payment the invoice closes but I still have the original/duplicate estimate open and pending. Ive tested this with mobile and my computer with estimates to myself, on the computer it converts it as it should, on mobile it does not. I have QBO
7 Comments 7
LieraMarie_A
QuickBooks Team

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

Hi there, @trhughes003-gmai. I want to ensure everything works fine using your mobile app.

 

For most general issues in QuickBooks Online (QBO), clearing the app's cache can help resolve them. By clearing its cache, you can remove the historical data and access QuickBooks with a clean slate.

 

Mobile App:

  1. In your QBO mobile app, select the Gear icon. 
  2. Choose the Refresh Data menu. 
  3. Tap Yes.

 

Android Settings:

  1. Go to Settings and select Apps.
  2. Choose QuickBooks Online and click on Storage.
  3. Select Clear Data.

 

Then, try converting an invoice again using your mobile app. I'm also adding this article you can learn about keeping track of your progress invoices: Set up and send progress invoices.

 

You can always get back to me here if you have any other questions about estimates and invoices. I'll be around to lend a hand. Have a lovely day.

trhughes003-gmai
Level 1

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

On iOS there is no option to do refresh, I deleted the app and reinstalled it. 

Then I created a new estimate to myself, sent it, converted it to invoice. Then I logged on to the web on my pc and in the transactions section I had an estimate to myself and a completely separate invoice to myself. 

something broke recently, the app doesn’t move the estimate to the invoice, but the computer still does. 

maxxlimited
Level 1

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

Has there been a fix to this yet? We are having the same issue.

AileneA
QuickBooks Team

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

Hello, maxxlimited. 

 

Have you tried the solution above shared by my colleagues? If so. I recommend resetting the app data. Resetting the app data plays the same role as clearing the cache from your web browser. They collect cache (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing issues like the one with your app.  

I've included the steps to reset the app data below.  

 

  1. Click the Help menu at the top of the screen. 
  2. Select Reset App Data on the drop-down selection.  

 

If you get the same result, uninstall and reinstall the QuickBooks Online app. This is to ensure you get the most recent version of the application. For further guidance with the process, please visit this article: Fix common errors in the QuickBooks Online mobile app for Android

 

I'll be here to stand by for any updates on the steps I've provided. I want to ensure you'll be able to surpass the issue you have with your mobile app. Take care!

maxxlimited
Level 1

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

As the original poster stated, there is no "refresh" on iOS for iPhone.

On iOS for iPad there is but it did not resolve the issue.

Nor did uninstalling and reinstalling the app.

durallymax
Level 1

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

Also having this issue and I do not use the mobile app for estimates/invoicing. This issue shows up on desktop/webapp. Any solutions?

MelroseV
QuickBooks Team

With the recent progress invoicing, converting an estimate to invoice creates a new invoice while leaving the original estimate in the estimate list unlinked.

Hi, @durallymax.

 

I understand your challenges with your unlinked estimate to invoice.

 

Let's work together to troubleshoot and resolve this issue so your estimates get linked with your invoice successfully. To get started, please try the following:

 

  1. Try using a private or incognito browser.
  2. Restart your browser.
  3. Add Intuit as a trusted site.
  4. Clear your browser's cache.

 

If the issue continues, I suggest contacting our phone or chat support for further investigation.

 

After fixing your unlink estimate, you might want to Record your payment invoice.

 

Please don't hesitate to post here your concerns and issues. We are eager to help you. Have a great day!

 

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