Skip to main content
AS-LLC_001
November 12, 2023
Question

Within the past week I have lost visibility to invoice activity at the bottom of the invoices in QBO. Is there another location where this detail can viewed?

  • November 12, 2023
  • 13 replies
  • 0 views
The "Invoice Activity" shows some detail, but not who opened or viewed the invoice.  I was using the detailed invoice activity in the invoice to see when the customer was viewing or opening the invoice.  This detail is important for AR tracking and leverage if payments are not made.

13 replies

December 15, 2023

Could you at least explain why you made the change to invoice data? In what circumstance is it better? You spent resources on it so there must be a reason. It would make me feel better about the product if I thought you were doing it for us and not just for your own coding reasons.

December 16, 2023

WARNING:  I am frustrated about this, and maybe a little angry.  And when I'm frustrated (and maybe a little angry) I rant because I feel powerless and need to blow off some steam.  I have been a user of Intuit products since the day they came out so I've been supporting this company for over 40 years and have seen it all.  But this latest move in QBO (and QBD - read below) have taken the cake.  So I apologize in advance for this lengthy volume, if you even want to take the time to read it.

 

I agree with all posters in this thread.  It's ludicrous that you, QBO, would move things around like this, with absolutely no logical reason.  You have created more steps to find information than there were before.  You have broken links in every document that would have taken one click to drill down to what we need.  (eg The fly-out thing on the right of the screen, a skinny little thing with a scroll bar inside it!) instead of just opening the invoice, when you know 99% of us will end up opening the invoice anyways?????)  Every extra keystroke or mouse click takes more time and energy, which most of us don't have, when you multiply those extra keystrokes and clicks by thousands of times each day.

 

You have made navigating the program infinitely more complicated, not less by requiring us to go to too many places and menus to find what we used to be able to do with one or two clicks.  I agree with the poster who asked, "Who is making these decisions?"  Did your development team even think to conduct focus groups with actual users, people who use the software every day, to find out what they might think about these changes?

 

Honestly, it seems as though you have to make useless changes to the program just to validate your own existence on this newer, ridiculously expensive subscription model you are now following.  Most of us are already over the barrel.  We're already reluctantly resigned to paying your crazy prices because we all just want to get our jobs done and our investment in the program and our data is now hostage to your company because of some of your other ridiculous policies.  Please just leave alone what customers are not asking for, and start paying attention to features that your customers are really begging for.

 

And don't get me started on how, beginning just this last week, I now have advertisements for QBO popping up on my Quickbooks Desktop screen!!  With no "x" to close it, no way to get rid of it and when it finally does close after clicking all over the screen a few of dozen times, it pops up another window telling me that my data file is on a server and my option is to select OK to move it to my local machine. WTF!!???!!  Your intrusiveness, as a company, into our businesses and our information has just gone too far.

 

And please stop parroting back the same response about using the Feedback tool.  I think most QBO users are now quite familiar with it, not that it does any good to use it.  In fact, when I now click on Feedback to give my thoughts to the development team, or so we're told they are, it freezes up the program and I must exit and re-start.

 

The Feedback link DOES. NOT. WORK.  Neither physically nor practically.

 

PLEASE start listening to your customers and stop sending back your overwhelmingly banal responses to serious questions.  At least read the question before responding to it. And I know you're taught to begin your posts on this forum with "I understand how difficult or frustrating this must be for you . . ." before you spout off your stock answer, that any of us can find in the help files or by doing online searches when we're trying to solve our own problems, if we're inclined to.  The truth is, you really don't understand because your job is to monitor a forum and look up the same help articles that we all have access to.  Your job is not to be financially responsible for businesses, large and small and all the pressures that come with it.  So it's patronizing and insulting when you begin your responses that way.  Your customers are business people and we're busy.  We don't need to be placated by your "understanding".  We just need answers, so cut to the quick.

 

Most of us only come to these forums because we've exhausted all other options of finding an answer. And it wouldn't hurt for you to give some assurances to your customers that you, yourselves, who are corresponding with customers all day long, would give some of our feedback to your own developers since it appears we cannot always do so ourselves due to technical issues with your own link being broken.

 

Rant finished (for now).  This is only one topic.  There are many more.

 

Have a good day.

December 16, 2023

@Rochelley Well said!! I thought I was the only one that had the problem of QBO freezing when I tried to open the feedback tool.  I often have to close the program and start over--

 

December 16, 2023

Let's perform some troubleshooting steps to fix QuickBooks Online (QBO) freezing on your web browser, pbb2.

 

QuickBooks Online is a web-based service. It relies on your computer or device’s processing power, the amount of available memory (RAM), and the bandwidth of your Internet connection to perform as intended. A shortfall in any area can reduce performance. You can check your system meets the basic requirements to help narrow down the reason why QBO is freezing: System requirements for QuickBooks Online.

 

There are a few things you should check to ensure you're getting the most out of your QBO experience:

 

  • Are you using Google Chrome? Intuit recommends Chrome to get the best experience possible. If you are already using Chrome, ensure you are using the latest release by going to the Chrome menu and selecting Help, then About Google Chrome.
  • Ensure your operating system is up to date and you meet or exceed the System Requirements for QuickBooks Online.
  • Verify your internet speed (bandwidth) is not limiting your QuickBooks Online experience. Run a Google Speed Test to confirm your bandwidth/the speed of your connection. To better understand the results of the Google Speed Test, be sure to read over how the results are determined and what they mean.

 

Also, the outdated stored cache can cause this behavior in the program. We can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause QBO to freeze when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

 

 

  • Ctrl+ Shift + N for Google Chrome 

     

  • Ctrl + Shift + P for Mozilla Firefox 

     

     and Microsoft Edge 

     

  • Command + Shift + N for Safari 

     

 

Then, try logging in back to QBO again. If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

 

Here are some articles you can read to make the most of your QuickBooks Online experience.

 

 

Fill me in if you have additional questions about navigation or fixing issues when using QBO. I'm always here to help. Take care always. 

July 22, 2024

All I see when I go to customer history I don’t have any invoices. Just payments. Is there a way to restore that stuff

JenoP
July 22, 2024

Yes, there are options available to retrieve any lost or missing transactions from your QuickBooks Online account, Joe11abella. Allow me to share the details to help get your records back on track.

 

First, let's check if the transaction list in the customer profile is filtered only to show payments. This will allow us to see the full scope of transactions associated with that customer account.

 

To do that, click the drop-down list for Type and select Invoices or All transactions.

 

 

Next, check the date range filter on the Transaction list to ensure it's not restricting the period shown. You can expand the date range or remove the filter entirely.

 

Aside from that, you can also run the Audit log report to check if the invoices were deleted. This report tracks all activity within your account, including information on whether the transaction has been deleted.

 

If they were deleted, you can re-enter them using the details from the same report.

 

Let me share these articles for step-by-step instructions:

 

 

I've also included these articles in case you need additional information and resources about invoice management in QBO:

 

 

If you have any additional inquiries about invoice creation or other QuickBooks Online transactions, please don't hesitate to ask. The entire QuickBooks Team is always available to provide support.