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October 31, 2021
Question

Invoice Creation - Customer not recognised

  • October 31, 2021
  • 1 reply
  • 0 views

Only recently having this problem. I have saved a few customers. Create an invoice and it has all the details but not the customer name in top left. I fill out the invoice form but it won't send and save as no customer name. Cannot type in freeform either. This happens having just created an invoice two minutes prior. In the past I would have created 8 invoices in a row. Now I can only do one every few weeks - almost as if it has to reset. Beyond frustrating. Am I doing something wrong - very possible but weird when one can be done and then not another.

1 reply

Angelyn_T
October 31, 2021

Hi Alex. I'm here to help you with your concern when creating invoices in QuickBooks Online (QBO).

 

Missing customer names from the upper left side of the Invoice page may be affected by the browser's cache. You can perform some basic browser troubleshooting steps to isolate the issue.

 

To get started, sign in to QBO through a private browser and record an invoice from there. To save you time, use either of these keyboard shortcuts:

 

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

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

I'm adding this link to learn more about creating and sending invoices in QBO: Create invoices in QuickBooks Online.

 

When you're ready to record an invoice payment, you can follow the steps provided in this article: Record invoice payments in QuickBooks Online.

 

Please keep in touch if you need more help with this. I'm determined to help. Have a great day!