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pdlasiter
April 19, 2025
Question

Quickbooks is not allowing me to edit my customer information or items on the Square App transactions as I always have in the past

  • April 19, 2025
  • 1 reply
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From my app transactions, I typically am able to update or add my customer or items for Square transactions.  The dropdown is blank and will not give me the option to add, yet I am getting a message that it's a "New Square Customer and I should Update".  I have tried everything for weeks and it's becoming a real pain for my books.  Please help! 

I should also add that Square is pulling over the correct customer and I can see it, I just can't edit it or add it as my Quickbooks customer name.  I tried adding directly to my customers list and when I go back into the app transactions, it doesn't show anything.  Nothing in the dropdown and no "Add New" option.

1 reply

K
KayePe
April 19, 2025

I can see your eagerness to manage your customer information and transaction items from the Square app seamlessly and without any error, @pdlasiter. Let me help you sort this out so everything runs smoothly again.


I value your thorough description of the challenges with editing transactions from your Square app. Such concerns can indeed be quite bothersome. Please know that a full browser cache can cause disruptions when accessing any applications. To potentially resolve this, please consider running QBO in a private or incognito mode to optimize your computer's effectiveness and enhance storage management.


See these keyboard shortcuts to open a private window:
 

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

 

Once you open a private window, log into your QBO account and try editing your customer information again from the App transactions. If successful, clear your browser's cache to improve performance and minimize technical issues. Exploring other supported browsers can also be beneficial.


In QBO, you can also generate a Customer Balance Detail report to help you effectively track and manage the individual balances of each customer, providing a comprehensive overview of their financial interactions with your business.


Feel free to return to this thread if you have further questions about managing your customers or any other concerns in QBO, @pdlasiter. I'm here to support you throughout the process.

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