I see the inconvenience of inconsistent template, Small business NJ. Let me share a way to resolve the issue and ensure you can get back to work in time.
Any customer you add using QuickBooks Online on the web will sync in the app. Since half of them don't show up, we can perform some troubleshooting according to your device.
Here are the steps for iOS:
- Tap Settings, then locate General.
- Select iPhone Storage, then click the QuickBooks Online app.
- Press Offload App.
For Android, follow the steps below:
- Go to Menu ☰, then tap More Options ⋮.
- Select Settings, then Refresh Data.
- Tap YES to confirm.
Additionally, you can clear cache and cookies to fix issues when using QuickBooks Online. It will help us verify if there's a sync delay with your template or if the error relates to the webpage issue.
Moreover, the changes in the template depend on your QuickBooks version and whether you have the new or old estimate experience. If you're subscribed to Simple Start and enabled progress invoicing, you won't be able to use the new experience. Thus, you're prompted to an old template design when previewing. Otherwise, you'll need to migrate if you're utilizing other versions since classic invoicing will be deprecated.
Furthermore, I would appreciate more information to get me on the same page. Can you share a screenshot of the estimate and invoice you're working on? Please also know that QuickBooks creates a default progress invoicing template once this feature is enabled. With this, I'd like to clarify if you changed the progress invoicing template to Standard.
Feel free to read this article to learn what more you can do with the app: Compare mobile app features.
Reach out to me whenever you have additional questions about managing estimates or modifying templates. I'll be here to assist you.
