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davidcross4430-g
October 5, 2023
Solved

My log and footer message (payment details) won’t save when I customise them in the iOS app or in a browser on my tablet.

  • October 5, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by JessT

On WiFi and mobile data. 

If I don’t have a PC or Laptop then I’m stuffed and can’t do it on the app? Great guess I’ll look elsewhere then?


Let me continue helping you, David.

 

Since you don't have access to a laptop or PC, you can sign in to QuickBooks using a mobile browser. From there, you can customise your sales forms and edit the footer. However, it's important to ensure that your mobile browser is set to Desktop view so that you can navigate through QuickBooks fully.

 

Enabling desktop view on Chrome on Android devices:

 

  1. Launch the Chrome web browser on Android.
  2. Tap on the 3 vertical dots for the menu.
  3. The desktop site can be enabled by selecting the checkbox.
  4. The page will reload automatically on your browser.

 

Enabling desktop view on Chrome on iOS.

 

  1. Open Chrome on your phone.
  2. Tap on the three dots button in the top-right corner.
  3. Scroll down and tap on Settings.
  4. Scroll down and tap on Site settings.
  5. Scroll all the way down to the bottom of the menu options and tap on Desktop site.

 

Enabling desktop view on Safari browser iOS:

 

  1. Tap the “aA” icon in the top-left corner of the Safari browser.
  2. Select “Request Desktop Site” from the menu that appears

 

Feel free to go back to this thread if you need further assistance. Take care and have a good one!

1 reply

R
RCV
October 5, 2023

I can see how hard you tried here. No worries, I'll make it up to you to ensure you never have to deal with this again, davidcross4430-g.

 

The QuickBooks Online mobile app is always in sync with the web version. The tasks and changes for the log and footer message (payment details) you've made in the app should show up on the web, and vice versa. I'd provide you with a few troubleshooting steps to check if this is a mobile application or web issue. Let's start by resetting the data in your mobile app. As long as you’re connected to the internet, you should be able to update your data. Here’s how:

 

iOS

  1. Go to Menu ☰ and tap Help & Feedback.
  2. Tap Refresh Data.
  3. Note: A message appears “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.”
  4. Tap Refresh to confirm.

 

Once done, close and reopen the mobile app and save your log and footer message for payment details. Also, I'd suggest restarting your phone. If you continue to get the same result, uninstall and reinstall the application to start fresh. Follow the steps below to delete it.

 

  1. Tap and hold QuickBooks Online on your phone.
  2. Drag the app to the Uninstall section.
  3. Select Yes to confirm.

 

You can also check this link to learn more about the features to use while using the QBO app: Compare mobile app features. We can also perform the troubleshooting steps on your web browser. We can access your QuickBooks Online (QBO) account using a private browser/ incognito mode. Private browsing prevents cookies from being stored on your computer, making it a great place to identify browser issues. Use these keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once logged in, go back to your template and save the payment details there. If it rectifies the problem, clear the browser's cache. Clearing the history or log of sites resolves most issues with the web pages.  

 

Additionally, you can also check out these articles for more information on how to form template works in QBO:  

 

 

The Community will always have your back if you have additional concerns. Assistance is just one post away. Have a great day ahead.

D
davidcross4430-gAuthor
October 6, 2023

This is becoming tiresome. 

During the live chat I had yesterday and in the reply here the troubleshooting doesn’t work. One of the key points is that things don’t exist. You say click on menu then help and feedback. Help and feedback isn’t there. Just help. So I click help and there is no refresh data option. I searched everywhere for the refresh data option but nothing. 

Such a simple thing but it’s taken hours of my time and still not able to customise my invoices. 

G
GeorgiaC
October 6, 2023

Hi davidcross4430-g, sorry for any annoyance caused by this. There are minor differences between different app versions and operating systems and so you may be unable to follow the full steps provided. 

 

Uninstalling and reinstalling the app will have the same effect as the refresh data option - please try this if you haven't already and get back to us below if the problem persists. 

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