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bdevoll
May 2, 2022
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Is anyone else having issues with QB Online switching to another client's screen after processing a transaction or account change?

  • May 2, 2022
  • 1 reply
  • 0 views
I'm trying to work in a particular client's account, but every time I make a change, instead of taking me back to that same client's account overview...it takes me to another client's account (for whom I processed a payment, earlier).
Best answer by CharleneMaeF

This isn't what I want you to experience while working in QuickBooks, bdevoll.

 

Let me make it up to you by ensuring this issue when managing your client's account gets resolved.

 

Strange behaviors in QuickBooks Online are usually caused by the accumulated cache in the browser. To fix this, I'd recommend accessing your account via a private window. 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, try making some changes to your client's account. If you're able to do so, let's clear the browser's cache. This removes its stored cache to ensure the program performs efficiently.

 

If the issue persists, I'd recommend using other supported browsers. They also provide the best and most secure experience with QuickBooks.

 

Additionally, I've added an article that'll help you locate your client if you don't see them on your list: Find Missing  Companies in QuickBooks Online.

 

Please know that I'm only a few clicks away if you need assistance in managing your client's account. It's always my pleasure to help you out again.

1 reply

C
CharleneMaeFAnswer
May 3, 2022

This isn't what I want you to experience while working in QuickBooks, bdevoll.

 

Let me make it up to you by ensuring this issue when managing your client's account gets resolved.

 

Strange behaviors in QuickBooks Online are usually caused by the accumulated cache in the browser. To fix this, I'd recommend accessing your account via a private window. 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, try making some changes to your client's account. If you're able to do so, let's clear the browser's cache. This removes its stored cache to ensure the program performs efficiently.

 

If the issue persists, I'd recommend using other supported browsers. They also provide the best and most secure experience with QuickBooks.

 

Additionally, I've added an article that'll help you locate your client if you don't see them on your list: Find Missing  Companies in QuickBooks Online.

 

Please know that I'm only a few clicks away if you need assistance in managing your client's account. It's always my pleasure to help you out again.

C
CharleneMaeF
May 3, 2022

Hi, bdevoll.

 

Hope you're doing great. I wanted to see how everything is going about performing the basic troubleshooting steps to fix the issue. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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