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A
apexautotechkc-g
September 1, 2023
Question

Settings keep changing on their own

  • September 1, 2023
  • 1 reply
  • 0 views

Why does the invoice box for attaching a pdf to email delivery keep coming unchecked in our online delivery setting? I go in and check the box and click "save." A few days later a customer notifies us that they aren't receiving attachments. I go check and its unchecked again. Is there something we are doing that automatically unchecks it in the settings? Sometimes we attach other documents as well? 

1 reply

R
RoseJillB
September 1, 2023

I’m here to keep you from changing your QuickBooks Online (QBO) settings, apex.

 

To rectify this matter, we can troubleshoot to eliminate common errors. The browser uses cookies and cache to speed up website loading when you return, preventing the application from performing swiftly.

 

Moreover, too much cache leads to odd behavior that affects QBO's effectiveness and perception. Using a private window makes it simpler to find the issue as it doesn't preserve any irrelevant files.

 

To open an incognito window, you can follow these keyboard shortcuts:

 

  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Command + Shift + N (Safari browser)

 

Once done, please log into your account to a regular browser. After that, I suggest deleting your browser cache to refresh the system. If the same thing happens, I recommend using other supported browsers. This way, we can identify if this is a browser-integrated issue.

 

On the other hand, you can start recording your customer’s payments once they’re decided to pay their orders. It is to keep your records in shape and accurate.

 

Feel free to post if you have more concerns with invoices. I'm always available whenever you need my assistance.

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