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February 7, 2022
Question

I'm trying to enter a new customer into an invoice. I click new customer enter the name and hit enter and it just clears it over and over. how do I enter a new customer?

  • February 7, 2022
  • 1 reply
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1 reply

February 7, 2022

Hello jess-nagle-hello,

 

The steps you've provided is one way of adding a new customer to QuickBooks Online. Have you tried to log in to your QuickBooks Online account using an incognito (private window) window? If not, I'd recommend doing so to isolate the situation. A private window does not save your cache and activities, which is why it's a good idea to use it for any unexpected behaviors.

 

Here's how:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Then, log in to QuickBooks Online and add a new customer. If you're able to add customer through the Invoicing page, we'd recommend clearing your browser's cache.

 

Here's also another way on how to add new customer:

 

  1. Click on the Sales tab.
  2. Click on Customers.
  3. Click on New customer button.
  4. Fill out the fields to add new customers.
  5. Click on Save.

You can check out this link for more detailed information on how to Add and manage customers in QuickBooks Online.

 

Feel free to reply to this thread if you have more question. We'll be sure to get back and help you.