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December 15, 2021
Question

SALE is missing from left menu

  • December 15, 2021
  • 1 reply
  • 0 views

Where is Sales on the left menu?

Every help pages ask me to click on Sale on the left menu, like below, however I don't see any Sales on my browser. I am using QBO trial version. Thanks for any inputs.

 

"From the left menu, select Sales then choose Customers."

1 reply

Angelyn_T
December 15, 2021

Hi, Calman. I'll help you with getting access to the Sales tab on your QuickBooks Online (QBO) trial account.

 

If only the Sales menu is missing, you can perform some basic troubleshooting steps to isolate the issue. To do this, open your QBO account through a private window. It's the best place to check browser-related issues while working with QuickBooks.

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

On the other hand, if the left navigation bar is missing, the panel may be hidden causing the issue. You can tap on the hamburger icon (three horizontal lines) to get back the options.

 

Additionally, make sure that you're in an Accountant view to see the Sales tab from the left panel. If not, switch it following these steps:

 

  1. Go to the Gear icon.
  2. Click on the Switch to Accountant view link at the lower right corner of the page.

 

Then, review your options from there.

 

 

Once the tab is available, you're now ready to track your sales and other customer transactions. I'm adding this link as your reference: Topics about your company's income and customers.

 

If you have any other follow-up questions about your QuickBooks access, let me know by adding a comment below. I'm always here to help. Have a good one!

calman2Author
December 15, 2021

Thanks for replying. I tried both new private browser and switched to Accountant view, still no Sales tab. Could you verify you can see the Sales on your end?

December 15, 2021

Hello @calman2,

 

Before sending my response to your follow-up confirmation, I was able to open the Sales tab based on the screenshot provided by my colleague. To continue our troubleshooting steps, can you first share a screenshot showing how the Sales tab is not present in your view?

 

I'll be keeping an eye on your response in the comments below. Hope to hear from you soon. Take care and stay safe!