No client info loading

We appreciate you posting your concern here in the forum, CCteam. I have some troubleshooting steps to resolve client data issues in QuickBooks Online. Let me guide you through the complete process.

Beforehand, can you add more details about your concern? Do you encounter an error when attempting to display client data? These details can help us identify the root cause of the issue and provide the most appropriate resolution.

In the meantime, Let's check if the inability to load client information is due to a corrupted cache file, as this can cause unusual behavior when working with QuickBooks Online. Let's begin by utilizing a private window to prevent using these accumulated data through these keyboard shortcuts:

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

Once it works, clear the cache from your regular browser to refresh the website's preference. You can also use the different supported browsers for the best and most secure experience when running the software.

On the other hand, you can scan this material to notify your customers about their remaining balances and their corresponding deadlines: Create and send customer statements in QuickBooks Online.

Get back to us in the Community if you have questions or clarifications when managing client data or other related concerns in QuickBooks Online. We'll be around waiting to hear from you.