Welcome to the QuickBooks Community, vimelrajz. I see you're looking for guidance to resolve this invoice issue in QuickBooks. I can share some pointers on how to refresh your data on your QuickBooks Online Mobile Application.
When you refresh data in the QBO mobile app, it retrieves the most up-to-date information, such as transactions, customer details, and financial reports, from the QBO servers, allowing you to view the latest data on your mobile device.
Follow these steps:
iOS
- Go to Menu ☰ and tap Help & Feedback.
- Tap Refresh Data.
- Note: A message appears Caution. However, if there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.
- Tap Refresh to confirm.
If this option above isn't working on your end, you may want to uninstall and reinstall your QBO mobile app as it will be another way to set your app to the most up-to-date feature. Since there isn't a direct way to install the QBO mobile app, I suggest visiting the Apps Store or Google Play to search if your region is supported, and from there, you can download the app.
For iOS app:
- Open the App Store on your device and search for QuickBooks Online. (It may not be available for some countries).
- Select Free, then Install.
- If you are already signed up for QuickBooks Online, use the same user ID and password to sign into the app.
- You may be asked to confirm a one-time confirmation code to confirm your identity. Once confirmed, you can continue into your account.
Additionally, if you want to change your item types, QuickBooks Online will help you categorize your products and services for better tracking. Visit this page for guidance: Change product and service item types in QuickBooks Online.
I hope this explanation helps clarify the concept of refreshing data in the QBO mobile app. With that information, it should clear some confusion. If you have more questions about your sales transaction. Do leave a post whenever you have other questions. Take care!
