JoesemM
Moderator

Manage Customers and Income

Thanks for the prompt reply, @Cheryl. I appreciate you for following the steps shared by my colleagues above. Allow me to chime in and help share some troubleshooting steps to get this resolve.

 

This problem could be an app-related issue. We can resolve this by resetting the data to clear its cache. It helps restore the application to its default settings. You can follow the steps below:

 

For the IOS version:

 

  1. Go to the Menu icon and tap Help & Feedback.
  2. Select Refresh Data.
  3. Tap Refresh to confirm.

 

For Android:

 

  1. Go to the Menu icon, then tap More Options ⋮.
  2. Tap Settings, then Refresh Data.
  3. Select YES to confirm.

 

You can also refresh the data on your Phone Settings:

 

  • For Android - In your phone settings, select Apps 
  • Choose the QuickBooks app from the list.
  • Select Storage, then tap Clear Data.

 

  • For iOS - On your phone, select 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.

  

If it's the same, consider uninstalling the app, then download and reinstall it again.

 

If the issue persists, I highly suggest contacting our QuickBooks Support Team. This way, they can further investigate this matter and provide additional troubleshooting steps to get this fix. They can also create an investigation ticket if other users are experiencing the same. To reach them, open this article for steps and support hours we offer in QuickBooks: How and when can I contact Support?

 

Also, I'll be adding these articles that will guide you in personalising your sales forms and how to receive your payments in QuickBooks:

 

 

Feel free to post again if there's anything else that you need help with. Take care!