@jetcaptain2  Is this an instruction or a question?

We are prepared to assist you with the grey attachment issue you mentioned, jetcaptain2. Let's work together to thoroughly understand and effectively resolve the problem.

In order to better address your concern, could you please let us know which specific QuickBooks product you are using?

Additionally, could you specify which attachment is appearing grey? It would be very helpful if you could provide a screenshot of the grey attachment, as this will enable us to understand the problem more thoroughly and provide you with an accurate solution.

Moreover, I've provided an article for you to explore, which offer detailed guidance on managing attachments:

• Add or delete attachments in QuickBooks Online.

We are committed to providing you with the support you need to address the grey attachment issue you described. Click on Reply button and expect a prompt response from our team.

App

Question in app 

Question in app

[Screenshot removed. Contains PII]

Let's work through some troubleshooting steps, jetcaptain2. This is to ensure you can successfully add your invoice attachments.

Since you’re experiencing issues adding attachments to your invoice, here are some solutions you can perform. This process will refresh the application, eliminate common issues, and ensure the app is updated to its latest version.

Clearing the app's data can be done on the app or your phone settings. Here's how to do it in the QuickBooks Online app:

For the iOS version:

1. Go to the Menu icon and tap Help & Feedback.
2. Select Refresh Data.
3. In case 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. Click Refresh to confirm.

For Android:

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

You can also refresh the data on your Phone Settings, here's how:

• For Android - Go to your phone's settings, select Apps choose the QuickBooks app from the list, and select Storage. Then tap Clear data.
• For iOS - On your phone's settings, select Settings, then click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App.

If the issue persists, consider uninstalling and reinstalling the QBO mobile app. This can help address any potential issues with the app's installation. For more information on how to troubleshoot the QuickBooks app, here are some helpful articles that you can refer to:

• See your latest data in the QuickBooks Online app
• Fix common errors in the QuickBooks Online mobile app for Android

On the other hand, you can access QuickBooks Online through your device's web browser and add the attachments from there.

Once the issue has been resolved, you may want to personalize your sales forms and record customer payments in QuickBooks:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
•  Receive an invoice payment using the QuickBooks Online mobile app

Feel free to reach out if you need further assistance managing your invoices or have any other concerns with QuickBooks. I'm here to help. Stay safe.

Clicked on menu and only help came up. No refresh. I hate this chat option 

It doesn’t say help and feedback it just says help and the two screenshots then show you what happened when you select help

Thanks for the update and following the previous agent's recommendation, jetcaptain2. I understand how challenging it is when you're unable to locate a specific function that can help you attain your goal. I'm here to clear things up and provide the updated steps to refresh your QuickBooks Online mobile app data.

Based on your description, I take it as you're using an IOS device. Here's the latest way to free up your storage space:

1. Go to Settings, then tap General.
2. Hit iPhone Storage and select the QuickBooks Online app.
3. Choose Offload App. This will free up the storage without deleting your app's documents and data.

For the comprehensive guide about the steps above, please see this article: See your latest data in the QuickBooks Online app.

Additionally, while using the QBO app, you can easily monitor the status of your invoices and see if your customers have viewed them. For more detailed guidance, feel free to check out this article: Track invoices in the QuickBooks Online mobile app.

I'm glad I was able to assist you today, jetcaptain2. You can always return here by commenting below if you have clarifications or questions concerning your QBO app. I'll make sure to respond as soon as possible. Wishing you productive and successful business operations!