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U
Upholder
March 27, 2025
Question

Quickbooks Mobile for IPad did an update last fall (?) and the tax field for Estimates no longer shows and so adding or adjusting tax is no longer an option. Fix?

  • March 27, 2025
  • 1 reply
  • 0 views

Even If I copy an older Estimate that had tax, the tax will calculate in athat case but wont show between the subtotal and total fields, and I also cant adjust it to make it tax exempt either. The tax field or option is simply not there for Estimates. For invoice is does show normally, just not in Estimates.

1 reply

E
EmanE17
March 27, 2025

Thank you for bringing this issue to our attention, Upholder. My goal is to help you retrieve your data as soon as possible so you can adjust or add tax on your Estimates.

 

For most general issues with the QuickBooks Online (QBO) app, clearing the app's cache can help resolve them. By doing so, you can remove historical data and access QuickBooks with a clean state.

 

To start, let's refresh your data to see the latest available information in your QBO app to resolve this unexpected behavior.

 

Here's how:

 

iOS
 

  1. Go to Settings, then tap General.
  2. Click iPhone Storage, then tap the QuickBooks Online app.
  3. Select Offload App.

 

This will free up the storage without deleting your app's documents and data.

 

If the issue persists, You can uninstall and reinstall the Online mobile application if the problem continues. Otherwise, you can access QuickBooks Online using other supported browsers.

 

Nevertheless, you can compare mobile app features and see QuickBooks Online access for mobile devices.

 

To ensure the issue is resolved for you, please let me know how you get on after attempting the steps. Kindly respond to this post, and I will get in touch with you.

U
UpholderAuthor
March 28, 2025

I completed both processes and there was no change in the app. The tax field still does not appear. Please note I run the app on both my iPad and iPhone and have the same problem for both iOS devices. However, the tax field does appear normally on our Windows 10 desktop, but I am not able to utilize that during my workday out in the field.

C
CarlSJ
March 28, 2025

Your efforts in resolving the issue with the tax field on estimates have certainly been recognized, @Upholder. As someone who also appreciates the streamlined sales management that the QBO mobile app offers, I believe immediate action from the appropriate team would significantly resolve the problem.

 

Since the tax field normally appears in QBO when accessed through a web browser on your Windows 10 computer, I suggest forwarding this problem to the Live Support team. The team has the appropriate tools and resources to identify the causes and provide immediate solutions.

 

Here's how you can connect with the Live Support team through the QBO mobile app (iOS):

 

  1. Sign in to the QBO mobile app.
  2. Click on the Menu button in the lower right corner of the screen.
  3. Click All tab, then scroll down in the Attachments section.
  4. Select Help and choose how to connect with the team.
  5. Select Articles and Support, then click Contact Us.
  6. Select the specific concern you want to talk with or click Ask about something else.
  7. You can enter your concern in the box field, then click Continue.
  8. Select Callback, to reserve a spot and let the available expert call you back.

 

To learn about their hours of availability or if you'd like to connect with them through a web browser, kindly refer to the attached article. The support hours mentioned here also apply to the QuickBooks mobile application: Get help with QuickBooks products and services.

 

Once a customer approves your estimate, you have the streamlined ability to directly transform that estimate into an invoice. This process not only simplifies the workflow but also saves valuable time.

 

We have to take immediate action for this as soon as possible so you can continue seamless productivity. Keep your posts coming for other queries you may have. I'll be right here to lend a hand.

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