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service39
Level 1

When creating invoice, it no longer syncs with contacts already in phone.

 
4 Comments 4
JonpriL
Moderator

When creating invoice, it no longer syncs with contacts already in phone.

Hello @service39,

 

App's cache stored on your device may have caused this unexpected behavior. Let's clear it so you can successfully sync the contacts on your phone when creating an invoice. I'll show you how.

 

For Android devices:

  1. Go to Settings.
  2. Under App Manager, select your QuickBooks App.
  3. Click Clear Cache.

For IOS devices:

  1. Go to Settings.
  2. Under General. select Storage.
  3. Select your QuickBooks app.
  4. Click Offload App.

Lastly, here's an article you can read for ideas about the new updates with QuickBooks invoicing: What's new with QuickBooks Self-Employed Invoicing?

 

Keep me posted in the comments down below if you have any other questions. I'll be happy to help.

service39
Level 1

When creating invoice, it no longer syncs with contacts already in phone.

Hello. I have already done that and reinstalled app. Pretty sure the problem is with quickbooks. When entering the customer’s name when creating an invoice, there used to be an icon to the right that I could touch and start entering a name- if it was in my phone book already, I could select it and the info would auto populate the customer info. This is no longer possible. So not only do I have add a customer to my phone contacts, I also have to enter all the info again on an invoice- very annoying and not how this app used to work. Pretty sure it is an app glitch. 

service39
Level 1

When creating invoice, it no longer syncs with contacts already in phone.

I have already done that. For the last few months the icon to the right of the customer entry when creating an invoice, has disappeared. Now, even though the customer is already entered into my phone contact list, I have to enter all customer information for new customers when creating an invoice which is double the work. Pretty sure this is an app functionality problem which probably started with the last update.  Reinstalling the app does not fix it.

ChristieAnn
QuickBooks Team

When creating invoice, it no longer syncs with contacts already in phone.

Hi there, service39.

 

Thank you for coming back and for providing what you've performed to fix the issue.

 

Since the problem persists, I suggest contacting our QuickBooks Self Employed Support Team. They can help investigate why the contacts no longer syncs when creating an invoice. And, the reason the icon disappeared.

 

Here's how to contact them:

 

  1. Select Assistant from the top bar.
  2. Enter talk to a human in the search field.
  3. Once an AI replies to you, enter once again talk to a human.
  4. After it replies, click the I still need a human.
  5. Choose either Message an agent or Get a callback.

 

For additional information, you can click this article: Contact QuickBooks Self-Employed Support. This provides details on how you can contact QBSE support using iOS and Android phones.

 

Please refer to this article on how to apply for online payments so your customer can pay you online: Let your clients pay you online.

 

Done hesitate to post again here in QuickBooks Community. I'm always here to help.

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