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November 6, 2024
Question

Suddenly When i try to enter bill, there no saving customer showing?

  • November 6, 2024
  • 1 reply
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1 reply

JenoP
November 6, 2024

Adding customer names when creating bills allows you to track expenses and revenue by client, mdalaminbiplob. Let me jump in and offer my help.

 

To start, can you confirm if you're specifically having challenges assigning customers when recording billable transactions? If this is the caselet's verify that the Track expenses and items by customer feature is still active. This ensures the Customer column remains visible.

 

Here’s how to check:

 

  1. Go to the Gear icon in the upper-right-hand corner and select Account and settings.
  2. Proceed to the Expenses tab.
  3. Click the Pencil icon in the right-hand corner of the Bills and expenses section.
  4. Look for Track expenses and items by customer, then slide the bar to the right to turn it on.
  5. Choose Save, then click Done.

 

Next, create another bill to see if you can tag or save a customer name.
 
However, if you're unable to choose or save a customer's name while creating invoices, I'll share another set of troubleshooting steps. This will address any potential browser-related or technical issues that can prevent you from doing this task. Here's how:

 

  1. Use a private/incognito browsing session or restart your browser.
  2. Troubleshooting browser problems

 

Aside from that, you can also switch to other compatible browsers if you have these installed on your computer:

 

  • Google Chrome: version 78 or newer
  • Mozilla Firefox: version 76 or newer. 
  • Microsoft Edge: version 79 or newer
  • Safari: version 12 or newer (Mac only)
  • Opera: version 68 or newer
  • Samsung: version 10 or newer

 

Allow me to share these articles in case you need more guidance when recording billable expenses in QBO:

 

 

Feel free to ask additional questions or start new discussions if you require further assistance when recording bills, invoices, or any other types of transactions. The Community is available 24/7 to ensure you receive the support you need.