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November 27, 2023
Question

I can't see the "Sales" option

  • November 27, 2023
  • 1 reply
  • 0 views

Hi

 

I want to create our invoices in QuickBooks, but in the dashboard there is no "Sales" option.

1 reply

November 27, 2023

I welcome you to the QuickBooks Community forum. Thank you for sharing the details of your concern about not having the Sales option in the dashboard. Worry not. I have here information and guidelines to help you successfully create your invoices for your QuickBooks Online Account.

 

First, I would like to confirm if you are the primary admin of your company, which is a requirement to have access to create sales transactions. If yes, you can perform basic troubleshooting steps to see if it is a browser issue. Sometimes, your search engine's cache and cookies become corrupted, causing problems when accessing websites or opening files. 

 

To begin, open your QBO account in an incognito window. It will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

 

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

 

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing the cache. It will also help you remove junk files that slow down your work.

 

On the other hand, aside from going to the Sales tab to generate invoices, you may also go to the + New and select the Invoice under CUSTOMERS. Please refer to the attachment for better reference. 

 

 

I'm including these articles you can use in the future while working on tasks in your QuickBooks Online Account:

 

 

With all that, you can successfully create an invoice for your account. If you have further questions about your sales transactions or any QuickBooks-related concerns, comment below, and I will answer them ASAP. See you again!