I'll work with you to resolve the sales form error you have in QuickBooks Online (QBO), @carymillsap. This way, you can open quotes and invoices accordingly.
This sales form (quote and invoice) error can sometimes be caused by the browser's overtime collection of data from frequent page visits. To isolate this matter, you can perform some troubleshooting steps.
You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the + New button to open or create an invoice and a quote/estimate.
If you're able to open an invoice and quote without an error, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.
Also, to further guide you in managing your company's income and customers using QBO, I'd recommend checking out this article: QuickBooks Help Articles for Sale sand Customers. It includes topics about managing payments and customizing sales forms, to name a few.
If you have other payroll concerns or inquiries about managing employees in QBO, let me know in the comments below. I'll gladly help. Take care always, @carymillsap.
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