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M
Moezzz
March 25, 2023
Question

Created a new account under Chart of Accounts - doesn't show up when creating invoices

  • March 25, 2023
  • 1 reply
  • 0 views

I have created a number of new accounts under the Chart of Accounts and followed the procedure outlined.  When I look at the Chart of Accounts, they are listed there.  However, when I'm doing a new invoice and use the pull-down menu on Product/Service, it doesn't recognize the number and asks if I want to add a new account.

 

I'm not sure why it doesn't recognize the new account?  Screenshot attached.

 

Thanks.

1 reply

J
JamesM4
March 27, 2023

Hi Moezzz,

 

Thanks for reaching out to us here in the Community. Dealing with error messages isn't the outcome I'd like for you to have. Rest assured,  I'll be glad to steer you in the right direction with this. 

 

I'd like to start off by troubleshooting this issue to determine if it's a browser-related issue. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. If this doesn't work, I suggest using a private/incognito window to see if that works instead. Try this out and let me know what happens. In case this issue persists, I encourage you to contact our support team so they can assist you further with this. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

I'll be one message away in case you need further assistance.

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