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June 7, 2024
Question

How do we access estimates and invoices from 2022 on the app?

  • June 7, 2024
  • 1 reply
  • 0 views
In the app I can no longer see anything older than May of 2023

1 reply

June 7, 2024

I'll guide you on accessing your older invoices and estimates when using the mobile app bscoldstorage1.

 

In QuickBooks, the mobile app only displays transactions from the past year, which is why you can only find data from 2023 when searching for estimates and invoices. However, if you require access to transactions older than 2023, you need to log in and use a mobile browser to access your data.

 

To access your data using a mobile browser, here's how:

 

  1. Open a mobile browser.
  2. Log in using your credentials.
  3. Once logged in, tap the Invoices or Estimates tab in the main menu.
  4. On the Invoices or Estimates page, you may see a filter or search option. Use this to refine your search by date.
  5. Set the date range to 2022, or manually enter the desired start and end dates.
  6. Tap on the search or filter button to apply the date range.
  7. The app will display the estimates or invoices from 2022 that match your criteria.
  8. You can view, edit, or create new estimates and invoices.

 

If you need to make quick customizations and modifications to invoice templates, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It guides you on how to personalize and tailor your invoice templates conveniently.
 

Additionally, I've included this article. This will help you manage your day-to-day business transactions through the mobile app: Compare Mobile App Features. It offers valuable insights into the features and capabilities of the mobile app that can greatly enhance your business operations. 

 

Please don't hesitate to reach out if you have any other questions about viewing your past transactions using the mobile app. I'll be here to help in any way that I can. Have a great day!

June 9, 2024

Not sure I understand. I am on the phone app and this process doesn't appear possible. I rarely use the desktop or laptop. I most always use my phone as I am frequently remote and only on the phone 

June 9, 2024

Prior to this year we were able to access all invoices and estimates from when we started using QB in 2019. 
Being able to access the previous time we worked with a customer and the pertinent info from that experience is vital for us in answering their questions and ours.