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ss_plastering
March 26, 2025
Question

Preview and Export not working

  • March 26, 2025
  • 1 reply
  • 0 views

Preview function not working

1 reply

G
GenmarieM
March 26, 2025

Thank you for bringing this to our attention, ss_plastering. I'm here to provide troubleshooting steps to resolve this matter.

 

First off, may I know what Preview and Export function you're referring to? Any information you provide will assist me in delivering a more precise and tailored solution to your needs.

 

In the meantime, if you're referring to the Preview and Export functions when printing financial transaction forms and reports, I recommend logging into your account through a private or incognito browser to access the most recent version of a webpage without storing data that causes display issues. To do this, press the following shortcut key on your keyboard:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Alternatively, I recommend clearing your cache to update any website preferences that might be affecting the program's functionality. Also, ensure your browser is the latest version since using an older version can lead to compatibility problems. You might also consider trying a different supported browser that is up to date.

 

Moreover, you can customize your reports to focus on the most relevant data, making it easier to analyze trends, identify areas of improvement, and make informed decisions.

 

Let us know if you have other concerns or additional questions about the Preview and Export function of QuickBooks Online. The Community is here to help.

S
ss_plasteringAuthor
March 26, 2025

I am referring to the function available on the iPhone App when you create a Quote or Invoice you have the option to Preview or Export and this function is not working. I do not log in on a desktop. I have always been able to do this and now it’s not working. I have already tried deleting and re-installing the App, clearing browsing history on Safari and my phone is up to date. Please help 

R
RoseJillB
March 26, 2025

Hi there, @ss_plastering.

 

I appreciate you adding information specific to the device you're using when previewing and exporting your sales transactions in the QuickBooks Online (QBO) mobile app.

 

To resolve this, let's keep your application up to date to receive the latest features and fixes available. By doing so, we can eliminate common problems that may arise while using the application by clearing the app data. This will refresh the application, give it a fresh start, and improve its performance. Please ensure you're connected to the internet and proceed with the steps below:

 

  1. Go to Settings.
  2. Select Setting General iPhone Storage.
  3. Choose the Offload App button.

 

If the issue persists, let's proceed with uninstalling and reinstalling your app to start fresh.

 

Furthermore, to get the latest update on your business's finances, we can run a Profit & Loss report. Refer to this article for complete guidelines: Run a Profit & Loss report using the QuickBooks Online app (iOS only).

 

If you need any help managing QuickBooks transactions, feel free to leave a comment in this thread, @ss_plastering. You can rely on me to provide you with dependable and helpful assistance. Take care!

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