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caballerosmx
December 6, 2023
Question

I have QuickBooks Accounting mobile app installed. I cannot get the signature of the customers in the invoice.

  • December 6, 2023
  • 1 reply
  • 0 views
This started to happen after QuickBooks was updated (online version and mobile version). 

We follow these steps in our iPhone:

1. Create or open an estimate/invoice in the app.
2. Add transactions.
3. Select Save.
4. After this we should be able to "Select Get Signature", but this option does not show up in the app.
6. Since the "Get Signature" option is not present, we cannot get our customers signature. 

Also, we cannot add images from the photo gallery (iPhone) to the invoice.

This is happening in our two iPhones we use in the company. I already tried reinstalling the app with no succes. We are using QuickBooks Accounting v23.11.5. 
 

1 reply

Adrian_A
Adrian_A
December 7, 2023

Hello there, caballerosmx.

 

I'm here to ensure you can capture the customer's signature on their invoices.

 

Let's perform some steps to isolate and fix the issue. Let's start by clearing the app data to refresh your device and optimize its performance. You can follow these steps:

 

  1. Click the to Menu ☰ icon.
  2. Tap Help & Feedback.
  3. Select Refresh Data and then Refresh to confirm.

 

Next, restart your device. Then, reopen your QBO app and double-check if you can now see the Get Signature option.

 

Moreover, I've added this article that tackles frequently asked questions (FAQs) about QBO mobile app for future reference: QuickBooks Mobile: Frequently Asked Questions (FAQ).

 

I'm always around if you have concerns about tracking transactions.

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pz33_2
May 15, 2024

I was just recently upgraded as well. With this update the get signature and receive payment features have disappeared on the mobile app. I contacted customer service and after more than 2 hours of troubleshooting I was told that this was a glitch in the system and I would receive a callback within 24 hours with an update on resolving the issue. I did, in fact get a call back but it was from the sales team not the engineering team. A week later I am still trying to find a solution… this really hinders my ability to serve my customers effectively and efficiently.

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Carneil_C
May 20, 2024

This isn't the experience we want you to have, @pz33_2.

 

I understand what you feel because something isn't working well for you. Please be assured that someone from our team will take a closer look at your recent cases.

 

We will escalate your case to the next level support team. You can expect to be contacted by our representatives within 1-2 business days with an update or the next steps to take.

 

I'm still all ears if anything comes up or you need further assistance with your mobile app features in QuickBooks Online. Just add your reply below, and I'll circle back to help you.

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