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Replying to:
ChristineJoieR
QuickBooks Team

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Welcome to the QuickBooks Community, harrisonhal I see you're looking for guidance to resolve this invoice issue in QuickBooks. I can share some pointers on how to refresh your data on your QuickBooks Online Mobile Application.

 

When you refresh data in the QBO mobile app, it retrieves the most up-to-date information, such as transactions, customer details, and financial reports, from the QBO servers, allowing you to view the latest data on your mobile device.

 

Follow these steps:

 

iOS

 

  1. Go to Menu ☰ and tap Help & Feedback.
  2. Tap Refresh Data.
  3. Note: A message appears Caution. However, if there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.
  4. Tap Refresh to confirm.

 

Android

 

  1. Go to Menu ☰. Tap More Options.
  2. Tap Settings then, Refresh Data.
  3. Tap YES to confirm.

 

If this option above isn't working on your end, you may want to uninstall and reinstall your QBO mobile app as it will be another way to set your app to the most up-to-date feature. After that, create your invoice again to see the results. 

 

Additionally, if you want to change your item types, QuickBooks Online will help you categorize your products and services for better tracking. Visit this page for guidance: Change product and service item types in QuickBooks Online.

 

I hope this explanation helps clarify the concept of refreshing data in the QBO mobile app. With that information, it should clear some confusion. If you have more questions about your sales transaction. Do leave a post whenever you have other questions. Take care!

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