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D
dani-barron
December 30, 2023
Question

In the new updated mobile app, my customer estimate form does not come across properly. It displays info incorrectly and does not include my custom text.

  • December 30, 2023
  • 1 reply
  • 0 views
I tried creating a new template but it still doesn't work. Our company info on top like name and address are displayed wrong with the city next to the street address, and the custom text we used to include on the estimate itself no longer appear. If I make the estimate on my laptop, it works fine. But if I create it on the mobile app, it does not work. It worked fine until the update a couple weeks ago.

1 reply

G
GlinetteC
December 30, 2023

I've checked if there's a similar issue as yours but found none, Dani.

 

Let me help you resolve this so you can work your estimate seamlessly.

 

There are situations where the app may behave unexpectedly due to a high volume of data. You can resolve this by clearing the app's cache. To clear the cache in your QuickBooks Online app, you can refer to the steps below:

 

  • Android - Select the Menu at the bottom and click the Settings icon. Then pick Refresh Data and choose Yes.
  • iOS - Tap the Menu at the bottom and click on Help & Feedback. Then select Refresh Data and Refresh.

To clear cache in your phone settings:

 

  • Android - From your phone's Settings, select Apps (varies by device). Choose the QuickBooks app from the list and pick Storage, then Hit Clear data.

 

  • iOS - From your phone's Settings, choose Settings. Click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the Storage without deleting the documents and data for the app, select Offload App.

 

I recommend checking these articles for more details on troubleshooting the QB Online app:

 

 

Moreover, you can refer to this article to personalize and add more details to your estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you need more help while working with estimates. I'll be sure to assist.

D
dani-barronAuthor
January 3, 2024

I tried clearing cache on my phone. I also reinstalled the app. I'm attaching the estimate from my phone, it pulled the standard template without my customizations. 

The mobile app used to correctly pull my custom template, until the recent update 

A
AileneA
January 3, 2024

Hello, dani.

 

I'm sorry that your issue has not been resolved even after following the troubleshooting steps above. I understand how frustrating it can be when things don't work as they should. However, please don't worry. I'm here to help you. 
 

As the issue persists, I suggest contacting the customer support team for further assistance. They are available to provide you with the necessary support and help you resolve the issue. They have the expertise and resources to handle and resolve complex problems satisfactorily. 
 

Please provide them with all the relevant details and information about your issue so they can assist you more effectively and efficiently. Depending on availability and convenience, you can contact them via phone or live chat. 
 

  1. At the top right, click the Help icon.
  2. Choose the Assistant section.
  3. Type your concern in the Type Something field.
  4. Click Talk to a human.
  5. Hit, I still need a human.
  6. Press the Get help from a human.
  7. You'll be routed into the How can we help? Page. Then, choose a way to connect with us: Start a chat or Get a callback.

 

For your reference, please visit this article for more details: See what's new with estimates and invoices in QuickBooks Online.

 

In addition, I've included this resource in case you want to personalize your sales forms so that they only display the information relevant to your company: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you need any further guidance or assistance. I'm always here to help you. Have a lovely day!

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