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raja4
December 29, 2022
Solved

All Fields not showing in Quickbooks mobile app

  • December 29, 2022
  • 2 replies
  • 0 views

Hello,

Some of the users using Quickbooks on web and some used on their tablets. While entering estimates we noticed that all fields not showing in mobile apps as it is showing on web.

Is it normal or we need to do something to show all fields on tablets/cell phones.

thanks

Raja Aurongzeb

Best answer by katherinejoyceO

Thanks for coming back with more details, @raja4. 

 

The option to see the Ship via, shipping date & tracking number on the mobile app is only applicable on the web-browser. 

 

As a work around, you can also conveniently open a web browser on your mobile phone, and log in from there instead of the app. 

 

I know it's more suitable for you to do these tasks using your mobile apps. I'm sharing this idea to our engineers so they can explore the these options and make it possible in the future updates. 

 

You also want to submit a feature request directly to our Development team by clicking and filling out our QuickBooks Feedback form. 

 

Keep in touch if you have follow-up questions about your estimates. I'm always here to listen and help in any way I can.

 

2 replies

G
Giovann_G
December 29, 2022

Hello, raja4.

 

The QuickBooks Online Mobile App and website both allow users to create an estimate. You might notice that some fields aren't displayed since the mobile version is more automated that use your company settings and customer information.

 

Just to be sure, could you share the names of the fields you specified so we can double-check them on our end? Any information can assist us in determining the best course of action to solve the problem.

 

In the meantime, let them clear the app data to refresh their app and remove outdated files since they might experience unusual behavior if their cache is full.

 

Here are the steps to clear your app data:

 

For Android device

 

  1. Open your device Settings.
  2. Select Apps (varies by device).
  3. Choose the QuickBooks app from the list, then select Storage.
  4. Select clear data.

 

 For iOS device

 

  1. For your phone Settings, tap General,
  2. Choose iPhone Storage.
  3. Select the app that's taking up a lot of space.
  4. Press Offload App.

 

Once completed, ask that they log back into their account and restart the application.

 

In addition, I've added the following article to help you if you want to turn an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

You're welcome to post again if you need help performing specific tasks in QuickBooks mobile app. I’ll be around to assist you.

R
raja4Author
December 30, 2022

Hello Giovann_G,

I followed instructions to clear data but problem remains the same. when we entered estimates in quickbooks online on web we can see:

  1. Ship Via
  2. Shipping date
  3. Tracking Number
  4. PO# (Custom Field)
  5. Reference number (Custom Field)
  6. Packed by (Custom Field)

However while working on mobile app, we can only see and use custom fields, so how can we also able to see Ship Via, shippind date & tracking number on mobile app.

thanks in advance.

Raja Aurongzeb

katherinejoyceO
katherinejoyceOAnswer
December 30, 2022

Thanks for coming back with more details, @raja4. 

 

The option to see the Ship via, shipping date & tracking number on the mobile app is only applicable on the web-browser. 

 

As a work around, you can also conveniently open a web browser on your mobile phone, and log in from there instead of the app. 

 

I know it's more suitable for you to do these tasks using your mobile apps. I'm sharing this idea to our engineers so they can explore the these options and make it possible in the future updates. 

 

You also want to submit a feature request directly to our Development team by clicking and filling out our QuickBooks Feedback form. 

 

Keep in touch if you have follow-up questions about your estimates. I'm always here to listen and help in any way I can.

 

    K
    karalquinn
    April 8, 2024

    Some are having issues getting back into old invoices also.  I can be on phone with Techs that are having problems loading invoices to make changes.  Sometimes screen is freezing, sometimes it states "no invoices for these filters" when they clearly have ALL marked on filters.  I can be in office on my phone in app and be able to pull up the very same invoice they are looking for with no issues.  Doesn't help them.  

    R
    rvrfrf
    April 8, 2024

    Thanks for getting involved with this thread, karalquinn.
     

    I can certainly understand how an ability to have Service Rep, PO#, and Service Date fields for invoices could be useful while using the mobile apps and have submitted a suggestion about it as of today.
     

    You can also submit your own feedback while signed in.
     

    Here's how:

     

    1. Use the Gear icon, then go to Feedback.
    2. Enter your suggestion(s) in the Have feedback? window.
    3. If necessary, attach a file with your Camera icon.
    4. Select Next.

     

    Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
     

    In regard to users being unable to find invoices, I'd recommend having them perform the troubleshooting steps shared in Giovann_G's post. If it continues happening, have them try uninstalling and reinstalling their apps. If they're still unable to locate invoices in their mobile apps after performing each troubleshooting process, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create and investigation ticket if necessary.
     

    I'll be here to help if there's any additional questions. Have a great Monday! 

    K
    karalquinn
    April 8, 2024

    I appreciate that someone is reading these threads, however extremely discouraged to realize that others had these same issues back in December 2022 and now we have a mandated rollout of the "New Version" of the app with no option to continue using the old version that still works while issues have still not been addressed.  And after the whole Sale Tax Center debacle which went on for 5-6 months and still is not 100% that has delayed filing 2023 taxes...   Do better Quickbooks!

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