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WinginIT
February 17, 2023
Question

Not able to show estimates/invoices full screen on QBO iPad App

  • February 17, 2023
  • 1 reply
  • 0 views

We use the app on iPads for our staff to show estimates to clients before performing services. However, we can't get the customer list on the left to disappear. Is there a way to show the estimates full screen?

1 reply

J
JamaicaA
February 17, 2023

I know how convenient it is to be able to view estimates or invoices using the QuickBooks app, @wing11. I have some troubleshooting instructions here so you can work continuously without interruptions.

 

The cache data that is stored generally causes strange behavior or outcomes. To get this resolved, I recommend resetting the app data in your QuickBooks App. This helps refresh applications and eliminates common issues that cause your screen to freeze. If you haven't tried the following steps, I suggest performing them.

 

Here’s how:

 

  1. Go to Menu ☰ and select Help & Feedback.
  2. Click Refresh Data, then tap Refresh.

 

You’ll also want to clear your cache on your device as well. I’ll show you how:

 

  1. Navigate to the Settings, then select General.
  2. Choose your Ipad’s Storage. 
  3. Select an app that's taking up a lot of space. 
  4. To free up the storage without deleting the documents and data for the app, tap Offload App. 

 

If the same things happen, we'll have to uninstall and reinstall the mobile app. To accomplish this, refer to this page: QuickBooks Mobile App. You can also scroll down to read FAQs about it.

 

In the meantime, you'll want to consider logging in to your QuickBooks Online account on a browser. This way, it will help us identify if it is a mobile app issue. From there, you can create the sales forms and show them to your customers. 

 

You'll also want to know more about personalizing them using the QBO mobile app or browser. Just refer to these articles on how to do it: 

 

 

Once everything is settled, check out these guides to learn how to receive invoice payments to balance your accounts: 

 

 

Keep me updated if you have other questions in managing your estimates and invoices. It'll be my pleasure to help you out. Stay safe.

W
WinginITAuthor
March 30, 2023

The screen is not frozen. We just would like the customer list panel on the left to not be shown and have the estimate full screen so that the client we are showing the estimate to doesn't also see our customer list for privacy reasons.

JaeAnnC
JaeAnnC
March 30, 2023

I appreciate you for reaching out to us.

 

Yes. You can have the Estimate page in a full-screen view and hide the customer list panel when creating estimates in QuickBooks Online (QBO) for iPad, and I'm here to guide you on how.

 

The list of your customers will appear after selecting the Customer dropdown on the Estimate page. To prevent your other clients from seeing your other customers' names when sending them quotes, I'd recommend deselecting the Customer field.

 

In addition, the QBO app for iOS makes it simple to attach a note to an existing transaction. This way, you can include descriptions that can be used as proof of tracking, reminders, and other important information.

 

We'd also appreciate it if you can share a screenshot of your Estimate page so we can visualize your concern and provide a more accurate resolution.

 

Let me know if you have any follow-up questions about estimates. We'd love to have you back in this thread. Take care, and have a good one!

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