Skip to main content
J
jennifer-ifixrvs
February 23, 2024
Question

Since the recent update, we cannot edit invoices in QBO mobile app.

  • February 23, 2024
  • 2 replies
  • 0 views
We set up draft invoices prior to mobile service calls for technicians to edit and update the invoices in the field once work is complete. Since the recent update, this is now impossible. Any devices where the update hasn't been pushed are still able to update invoices, but since the update will be pushed to all users at some point, we're kind of panicking here. 

Relatedly: When a customer makes a deposit on an estimate, QBO converts estimate to an invoice, and now those can't be edited either. 

Is there some new setting we don't know about, or is QBO just shunning its mobile users?

    2 replies

    A
    Aldren18
    February 23, 2024

    Thanks for reaching out to the Community, Jennifer.

     

    I'll share some troubleshooting steps to help you update your invoices.

     

    Before we proceed, could you tell me when you received the update? This way, I can provide you with the appropriate solution to address your concern.

     

    In the meantime, let's refresh your mobile app data to update your application and fix any minor issues in the system.

     

    To start, ensure you're connected to the internet, then perform the steps below:

     

    For iOS:

     

    1. Tap the Menu ☰ and click the Help & Feedback.
    2. Click the Refresh Data.
    3. To confirm, click Refresh.

     

     

    For Android:

     

    1. Select the menu at the top right and choose Settings.
    2. Then select Refresh Data and choose Yes.

     

    If the same happens, you can uninstall and reinstall the mobile app to avoid these unusual behaviors and start fresh.

     

    On the other hand, you can update and change your invoices using your web browser. 

     

    By simply:

    1. log in to your QBO account
    2. Go to Sales menu.
    3.  Click update your invoices.

     

    I've also included an article to give you a general idea of what the app can achieve. You can easily explore the software in this way: QuickBooks Online app overview.

     

    Please leave a comment in this thread to ensure everything is being taken care of. I'm more than willing to help. Take care always.

     

    J
    jennifer-ifixrvsAuthor
    February 23, 2024

    Thanks for your prompt reply. The update was today, possibly yesterday. iOS. 
    checked 4 devices and none of them have the “help and feedback” menu option. There is a “help” option, but that just brings up the AI and articles/support. Could not find an option to refresh data.
    deleted and reinstalled on one device, and no change.

    QBO does not work well in mobile browsers, especially on smaller screens, so that’s not an option.  

      R
      RheaMaeH
      February 23, 2024

      Thanks for providing additional details, Jennifer. I also appreciate you letting us know the steps you've already taken to resolve this issue.

       

      Let me suggest an alternative approach to refresh your data:

       

      Here's how:

       

      1. Go to Settings, then select General.
      2. Click iPhone Storage, then tap the QuickBooks Online app.
      3. Choose the Offload App option.

       

      Alternatively, you can use your desktop computer or laptop if you have access to it. Then, log in to your QuickBooks Online account via a browser to edit the invoice.

       

      Furthermore, I'd recommend getting in touch with our QuickBooks Online Support team just in case the issue persists for them to create a ticket for further investigation.

       

      For future reference, you can check this article to view if your invoices are open, overdue, or paid: Track the status of invoices in the QuickBooks Online mobile app.

       

      Feel free to post any time if you have other questions or concerns about invoices. I'm here to provide you with the assistance you need

      A
      Aca123
      June 5, 2024

      We are having the same exact issue on our end. Our issue is consistent with ios and Android devices. We have called in several times for this and have yet to have our issue resolved. We just put in another ticket for the development team. Hopefully this issue is resolved soon as it is harming business at this point. I hope that adding this comment will also raise concern on Quickbooks end to rectify this issue as soon as possible! Thank you. 

        M
        Microgreens SF
        June 28, 2024

        I’m having the same issue with trying to edit a customer to an invoice that was created. I accidentally inserted a customer just to find out later from the mobile app that it was the wrong customer. I tried to edit the customer from the mobile app but the feature to edit is almost gone from this new updated version of the mobile app. I personally like the old version of both web app and mobile app. 

        J
        Jelayca V
        June 29, 2024

        This isn't the experience we want you to have, @Microgreens SF. Let's work together to troubleshoot the application to ensure you can edit your invoice in your QuickBooks Online (QBO) Mobile App. I'm here to guide you through the process.

         

        I recommend clearing the application data of your QBO app. This process will reset the app to its original state, eliminating any potential issues caused by outdated or corrupted data, and ensuring your QBO app functions smoothly.

         

        For iOS:

         

        1. Go to the Help menu.
        2. Select Reset App Data.
        3. Click on OK.

         

        For Android:

         

        1. Proceed to the Home menu or tap the three dots in the right upper right corner.
        2. Tap on Settings.
        3. Select Refresh Data.
        4. Click on Yes.

         

        If the problem remains, I suggest uninstalling and then reinstalling the app. Additionally, using other supported browsers can be a good alternative too.

         

        I'll be adding this article that can assist you in solving common errors in the QBO mobile app for Android: Fix common errors in the QuickBooks Online mobile app for Android

         

        If you have further questions about managing invoices in QBO app, feel free to come back to this post. I'll be here to lend a helping hand. Keep safe.

        Terms & ConditionsAccessibility statement