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SOC_James
January 2, 2024
Question

Can't view estimate details on mobile

  • January 2, 2024
  • 1 reply
  • 0 views

Hi everyone! My boss and I have been having an issue with viewing estimates on mobile for about a month or so. We're able to access everything normally on a computer browser, but when using either a mobile browser or app, estimates don't have anything on them besides customer information and total price. All line items are seemingly missing and neither one of us has figured how how to get them to appear again. I largely am on site in the office so I personally have not faced this very much, but he often is working out of the office and on the go. He personally puts all of our estimates together, so this has been a bit of a wrench in our regular operations lately. Does anyone know the cause of this, or how to fix it by chance? Feel free to ask for any additional information you need, I will do my best to answer. Thank you!

1 reply

K
Kurt_M
January 2, 2024

We appreciate you informing us of your current situation, James. We have details to help you address this so you can view estimates and utilize the feature inside QuickBooks Online (QBO) mobile.

 

Before anything else, know we see the urgency of this matter. It may have something to do with your app's accumulated data and current update. In this situation, we recommend clearing the app's temporary data to help it run smoothly on your device. We'll input the steps below to get you going.

 

If you're using an Android device, here's how:

 

  1. Ensure the device is connected to a WIFI or internet.
  2. Go to your phone's settings.
  3. Choose QuickBooks app from the list, then select Storage.
  4. Select clear data.

 In case you're using iOS or iPad, here's how:

 

  1. Go to Settings.
  2. Select Setting General iPhone Storage and choose the QBO app.
  3. Choose Offload App. This will free up the storage without deleting your app's documents and data.

 

If the issue persists, you can uninstall and then reinstall the mobile application. Ensure to install the latest version to take advantage of the updates. We also suggest checking this article to see available troubleshooting methods: Fix common errors in the QuickBooks Online mobile app for Android.

 

Furthermore, you can visit this page to see available features inside the mobile app: Compare mobile app features.

 

We're open to assisting you further if you need help managing estimates inside QuickBooks, James. Please don't hesitate to comment below or visit us here in the Community space. Stay safe, and have a good one.

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