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chrystalcpa
June 21, 2024
Question

HOW CAN I VIEW AN EXISTING INVOICE IN QBO VIA MY BROWSER? THE OLD WAY NO LONGER WORKS AND JUST SPINS

  • June 21, 2024
  • 1 reply
  • 0 views

I use Chrome with QBO and starting earlier this year, my normal way of viewing an existing invoice results in QBO just spinning and not showing me the invoice that I'm requesting to edit/view. I need to view prior invoices every time I invoice a client so that I can make sure I'm not creating a duplicate invoice for the same service.

 

My workaround has been to use the "incognito window" in Chrome, and then my navigation to view an existing invoice works perfectly. However, this is inconvenient and I want to be able to NOT have to do this workaround.

 

Please help.

1 reply

J
JuliaMikkaelaQ
June 21, 2024

I know how to resolve your concern in viewing existing invoices, @chrystalcpa. Let's perform some troubleshooting steps so you don't have to open an incognito window to access these transactions.

 

Since opening the existing invoices works in the private window, this can be due to cache-related issues accumulated within your regular browser. Please know that it can affect the program's performance and hinder users from using some features in the program. Thus, clearing it is the way to go.

 

Here's how to do it in Chrome:

 

  1. Click the More ⋮ icon at the top right corner.
  2. Select Delete browsing data.
  3. Choose a time range and the types of information you want to remove.
  4. Press Delete data.

 

I'm also including this article for more details: Clear cache and cookies to fix issues when using QuickBooks Online.

 

If you want to assign paid or unpaid invoices to a specific project, check out this article for guidance: Add existing invoices to projects in QuickBooks Online.

 

I'm here to help with any other concerns you might have apart from accessing existing invoices. Feel at ease to share them here in the Community. Stay safe!

C
chrystalcpaAuthor
June 23, 2024

This solution did not work. I even cleared the cache twice and closed out of the browser completely and completed these steps multiple times, each time closing out of my browser completely. When I try to "edit" any prior invoice for my client. The browser actually doesn't "spin", but simply produces a blank outline of all the invoice fields.

I've found another "workaround" which is to select "print" the invoice to a PDF file on my computer screen instead of selecting the "edit" function. Still not great.... basically QBO leaves me no easy way without using "incognito" mode to use the "edit" function for an existing invoice. Super annoying. Any other suggestions or can you just have the developers switch it back to the way it was when it used to work properly?

J
JoanaC
June 23, 2024

Thank you so much for your prompt response on the thread, @chrystalcpa. Let me share more information about editing invoices.

 

We appreciate your confirmation regarding troubleshooting and using the incognito browser to open and edit your invoices. However, you mentioned you're still unable to edit the invoices using the regular browser.

 

I suggest contacting our support as they can pull up your account and further investigate this issue with you. Follow these steps:

 

  1. Go to your QuickBooks Online account.
  2. Click Help (?).
  3. Select Contact Us and choose a way to connect to us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Moreover, let me share this article if you want to learn more about adding discounts to your invoices: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Let me know if you still have questions about your invoice. Have a great day, and take care.

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