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February 20, 2024
Question

Updated estimate format on the apple accounting app still does not work and it is not giving me the option to revert to the classic view?

  • February 20, 2024
  • 1 reply
  • 0 views
When I click Estimate, then the plus icon, then add customer it does not find all my customers. Also, if it finds my customer it does not find all my products and services. Then if I manage to get thru all that and click convert to invoice; nothing happens. Talk to customer support about 3 months ago and again today with no fix available. Have already removed and reinstalled app on iphone and have checked customer list and products and services list online and its all there.

1 reply

February 20, 2024

Hi there, @SarabiaHVACR. Let's team up to fix these issues inside your QuickBooks Online (QBO) mobile application.

 

First and foremost, know this isn't the experience we want you to have when using the mobile application. Reading through your post, it looks like you already tried the uninstall and reinstall troubleshooting on your application. Since the issue persists, we recommend clearing the app's data to ensure it removes the excess data you have inside the mobile app. We'll write down the steps below to get you going:

 

  1. From your phone's settings, select Settings.
  2. Then, click on General and choose iPhone Storage.
  3. 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.
  4. Click Offload App.

Also, you'll want to ensure you're using the latest version of the QBO mobile app to take advantage of the latest fixes when using the program. If the issue persists, we recommend contacting our Customer Care Team so they can create and conduct further investigation to determine the root cause of the problem. See this page for more details: QuickBooks Online Support.

 

In the meantime, you can access your company file using a browser. Create and switch your estimate to the old layout or classic view. This way, you complete your activities. To switch to the Old layout, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Select Estimate.
  4. Click Old layout.
  5. Select the Switch layout button.
  6. Choose the reason for switching back to the old layout and then click Leave and submit button.

 

Furthermore, please see this page to learn more about features available inside the mobile app: Compare mobile app features.

 

We'll be around if you need further assistance managing estimates or if you encounter errors when performing tasks inside QuickBooks. Feel free to post here anytime so we can help you out. Keep safe.

February 22, 2024

Unloading the app did not work so I switched back to the classic view for now.