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MR_PUTERSHMIDT
March 13, 2023
Question

Quick Books App Auto invoice Number

  • March 13, 2023
  • 1 reply
  • 0 views

Hey Folks,

 

I have auto invoice numbers set up on my account online no problems,  so each time I generate an invoice it automatically creates the next customised number in sequence, which is great,  but it doesn't do it on the mobile app.

 

I have to enter the invoice number manually on the app.    Does anyone know how to turn that feature on in the Iphone app?  It would be great if it auto generated the next one inline like it does online as I use the mobile app far more often to generate invoices.

1 reply

MichelleBh
MichelleBh
March 13, 2023

Happy to help, @MR_PUTERSHMIDT. We don't want our customers to encounter like this when they use our mobile app.

 

I want to ensure that your mobile app and browser invoice number are in sequence.This way, you don't need to edit them manually. 

 

Generally, the invoice number in the mobile app should be sequential same as in the browser end. Since it's not sequence, I'd advise performing an app troubleshooting procedure.

 

This helps to refresh applications and eliminates common problems that cause your invoice number to be out of sequence. To do this, follow the steps below: 

 

  1. Go to Menu ☰ and click Help & Feedback.
  2. Select Refresh Data.
  3. Press Refresh.

 

If the problem persists, please uninstall and reinstall the app for a clean slate. You do not need to worry since it won't delete any of your app's transactions or data. 

 

Here's how: 

 

  1. On your homepage, touch and hold the QuickBooks app. 
  2. Click Remove, then tap the Delete App to confirm. 
  3. Install the app again. 
  4. Then enter the amount again to verify if it's already performing well.

 

Additionally, you can visit this link to learn how to change your company's default logo, color, footer message, and delivery method using an app: Customize invoices on the QuickBooks Online mobile app.

 

To learn more about the How-do-I questions and the various features of the QBO application, read these articles:

 

 

If you have a follow-up or other questions, please leave a reply in the comments section below. I'm still here to help you more. Be safe always.

M
MR_PUTERSHMIDTAuthor
March 13, 2023

Hey @MichelleBh ,

 

Thanks for the reply.  unfortunately I don't see an option for reset app data.

 

THese are the options:

 

Menu - Help - Articles and support or ask QB a question

 

Unless its in a nother sub menu.

 

I have deleted and re installed the app to no avail.

G
GlinetteC
March 13, 2023

Thanks for performing the troubleshooting steps provided by my colleague, MR_PUTERSHMIDT.

 

I have more steps you can take to fix this. Let's go to the Apple store and update the QBO app there. Keeping it up to date helps fix common problems.

 

Here's how:

 

  1. Open the App Store.
  2. Tap your profile icon at the top of the screen.
  3. Select the QBO mobile app and then scroll to see pending updates and release notes. 
  4. Tap Update next to an app to update.

 

If the issue persists, I recommend contacting our Customer Care team to assist with further investigation. Here's how to reach out to them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.
  5. Select Get help from a human.
  6. Click either the Chat with us or Have us call you button.

 

Additionally, I've attached these resources you can use to enter payment and customize your invoice using QuickBooks: 

 

 

Please keep me updated if you have further concerns about invoices in your mobile app. I'll be around to help always. Stay safe!

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