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N
NWPL
May 14, 2024
Question

Mobile App Invoice net terms doesn't match QB browser

  • May 14, 2024
  • 1 reply
  • 0 views

I noticed when invoicing from the mobile app the net terms are not the same as they are set when using the browser version when invoicing. The customer net terms are set in QBO (different for different customers) but when using invoicing on the mobile app the net terms are not connecting and we are sending out invoicing with the wrong net terms when they should be default to the customer. How can the app be fixed to match the browser/customer settings for net terms?

 

Also the invoices sent from the mobile app are supposed to be BCC'd to our email, but they have stopped. All the settings on the browser version are correct in saying they should be copied, yet it's not happening.

 

The phone is an Android if that makes a difference.

1 reply

R
RCV
May 14, 2024

I can see how hard you tried here. No worries, I've got you covered to match the invoice net terms on both mobile app and web browser on your QuickBooks Online (QBO) account, NWPL.

 

The QBO mobile app is always in sync with the web version. The tasks and changes you've made in the app should show up on the web, and vice versa when creating invoice terms for your customers. We can perform a few troubleshooting steps to check if this is a mobile application issue. Let's start by resetting the data in your mobile app. You should be able to update your data as long as you’re connected to the internet.

 

Here’s how to do it on your mobile operating systems:

 

Android

  1. Go to Menu ☰ then tap More Options ⋮.
  2. Tap Settings then Refresh Data.
  3. Tap YES to confirm.

 

Once done, close and reopen the mobile app and check if the invoice net terms are syncing on both the app and web browser. Also, I'd suggest restarting your phone. We can also check if the invoices sent from your mobile app are BCC to your email. If you continue to get the same result, uninstall and reinstall the application to start fresh. Just 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.

 

Feel free to check out these links to learn more about the features to use while using the QBO app: Compare mobile app features. I've also added these articles in case you want to let your customers pay their invoices online: 

 

 

I've always got your back whenever you have other issues when doing tasks in the mobile app. Drop your reply anytime and I'll get back to you. You have a good one. 

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