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TaylorHeating
May 7, 2024
Question

New Open Invoices Report

  • May 7, 2024
  • 1 reply
  • 0 views

Ok, so we are being forced to use the new Open Invoices Report. I have several issues:

1.  The report does not automatically refresh. Instead, when a refresh is done, you are taken back to the beginning of the report.

2. When opening an invoice to submit for a credit card payment, upon completion of the payment I am taken back to the main menu and have to re-create the report.

3. Any invoice that is opened for editing has the default Save option, instead of defaulting to the last used option. I prefer to Save and Close, rather than Save.

 

Thant's my list so far, after only using this for an hour.

    1 reply

    I
    Irene R
    May 7, 2024

    Hi there, TaylorHeating.

     

    I know a couple of troubleshooting steps you can perform to resolve the problem of developing reports, receiving credit card payments in your invoices, and not Saving and Closing any opened invoices in your QuickBooks Online (QBO) account.

     

    Start by logging in to your QBO account using a private or incognito browser. When running frequently visited websites, a private browser prevents the saving of cache and cookies that periodically cause errors.

     

    Here are some keyboard shortcuts that you can use:

     

    • Google Chrome: Ctrl + Shift + N
    • Safari 11 or newer: ⌘ + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + N

     

    After that, check whether you'll be taken back to the beginning of the report after refreshing it, able to submit payment without returning to the main menu, and saving and closing your invoice when editing. If you can do those things in your QBO, clear your browser's cache to remove cookies blocking the web pages. Doing this helps web pages load and improves the performance of Internet applications and services such as QBO.

     

    In addition, the following articles below may come in handy if you want to get the most out of your financial reports in QBO: 

     

     

    Don't hesitate to return to this thread if you've encountered difficulties creating a report or saving your invoice in your QBO account. I'll help you deal with these matters as soon as possible. Keep safe, TaylorHeating!

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