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March 2, 2024
Question

It shows error and unable to connect to server message, when try to do an invoice.

  • March 2, 2024
  • 1 reply
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1 reply

March 2, 2024

Hello @coradobrothersll,

 

I'm here to help you troubleshoot an error you're encountering while creating an invoice. 

 

If you see an error message saying "unable to connect to server" while creating an invoice, it could be due to a problem with your internet connection or an issue with QuickBooks' server. 

 

Before we proceed, may I know if you're getting errors when using QBO on the web or the mobile app?If you're encountering this issue on the mobile app, we can try refreshing the data to fix it. This process is similar to clearing the cache in your web browser. It helps to remove any cached data that might be causing the issue. 

 

Here are some quick steps that you can follow to fix most app-related issues: 

 

  1. Change the Wifi data connection on your device to 4G (varies by device).
  2. Close and restart the app.
  3. Clear app data. To do this:
  • Open your device Settings.
  • Select apps (varies by device).
  • Choose the QuickBooks app from the list, then select Storage.
  • Tick Clear data.

     4.Power down and restart your device.

     5.Uninstall and reinstall the app.

 

You can also visit: Fix common errors in the QuickBooks Online mobile app for Android.

 

If you've already done these steps and the issue persists, We recommend accessing your QBO through a web browser and creating an invoice/estimate the invoice from there. Let's start by using an incognito window or a private browser to verify if you can see the estimate memo field caps. Here are the keyboard shortcuts for different browsers:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Sh

 

Then, return to your regular browser and clear your browser's history to start fresh if you can't see the estimate memo field caps. We also recommend using a different supported browser because the QuickBooks version you're using now may have a temporary problem.

 

You might also want to check out the article on system requirements for QuickBooks Online to ensure the best experience when using the platform.

 

Moving forward, we recommend reading these helpful articles on managing invoice or estimate-related tasks:

 

Additionally, to enhance your business communication and personalizing your sales forms. Feel free to read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any other questions or concerns about creating invoices in QuickBooks, please don't hesitate to reply. We're always here and happy to help.