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March 10, 2024
Question

I can't prepare invoices as I have done in the past?

  • March 10, 2024
  • 1 reply
  • 0 views

I wasn't able to prepare my quarterly invoices as I have done in the past

1 reply

March 10, 2024

Thanks for bringing this to our attention, RLC 9999. I've got information to share when managing customer sales transactions and help figure out why you can't create invoices.

 

We'll need to check the access given to you by the Company or Master admin. You should have permission to access the areas of Customers & Sales to be able to create invoices. You can let them review your access rights to the company file to ensure you can access invoices.

 

Here are the steps on how to change a user's access rights:

 

  1. Go to the Gear icon.
  2. Select Manage Users.
  3. Choose a user.
  4. Then, click Edit.

 

I'm including this guide for more insight: User roles and access rights in QuickBooks Online.

 

If this isn't the case, sometimes a browser is loaded with frequently accessed pages, which results in some unusual behaviors. If you haven't followed the troubleshooting steps yet, we can perform them individually to help rectify the possibility of a webpage issue.

 

You'll need to access your account in a private browser to ensure the program runs without storing cache files. You may use these keyboard shortcuts:

 

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

 

If you're able to prepare and create invoices, you may get back to your default browser and clear its cache or use a different supported browser.

 

However, if the issue persists, I recommend contacting our Customer Care Team to further review your account and provide real-time assistance in resolving this concern.

 

Moreover, you can utilize this resource if you need help when tracking and entering customer-paid invoices: Record invoice payments in QuickBooks Online.

 

I'm always available in this thread if there's anything else you need further assistance with when managing sales entries in your account. Just keep me posted, and I'll be around to provide additional help. Stay safe and have a great day ahead!