I know how convenient it is to be able to view estimates or invoices using the QuickBooks app, @wing. I have some troubleshooting instructions here so you can work continuously without interruptions.
The cache data that is stored generally causes strange behavior or outcomes. To get this resolved, I recommend resetting the app data in your QuickBooks App. This helps refresh applications and eliminates common issues that cause your screen to freeze. If you haven't tried the following steps, I suggest performing them.
Here’s how:
- Go to Menu ☰ and select Help & Feedback.
- Click Refresh Data, then tap Refresh.
You’ll also want to clear your cache on your device as well. I’ll show you how:
- Navigate to the Settings, then select General.
- Choose your Ipad’s 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, tap Offload App.
If the same things happen, we'll have to uninstall and reinstall the mobile app. To accomplish this, refer to this page: QuickBooks Mobile App. You can also scroll down to read FAQs about it.
In the meantime, you'll want to consider logging in to your QuickBooks Online account on a browser. This way, it will help us identify if it is a mobile app issue. From there, you can create the sales forms and show them to your customers.
You'll also want to know more about personalizing them using the QBO mobile app or browser. Just refer to these articles on how to do it:
Once everything is settled, check out these guides to learn how to receive invoice payments to balance your accounts:
Keep me updated if you have other questions in managing your estimates and invoices. It'll be my pleasure to help you out. Stay safe.
