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PaulaFell
May 9, 2022
Question

When saving received payments it keeps navigating back to the first customer I went to for the day

  • May 9, 2022
  • 3 replies
  • 0 views

Everytime I receive a payment via the customer page, after saving it does not return the that particular customer home page it navigates to the very first customer I received a payment for on that day, I do this many times a day and having to pull up customer page twice instead of once is becoming frustrating.

(I have cleared Cache / Cookies and this has ot resolved it)

3 replies

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EHannigan
May 9, 2022

I'm having the same issues, every time I save an estimate or invoice or any other transactions.  It keeps reverting back to a previous customer or supplier and I have to search for the customer or supplier I was working on.  It does save the transaction, but very frustrating to have to keep searching for the one you are working on.

 

I've tried the suggested incognito window and it still does it.

 

Hoping this can be fixed, as it is really annoying!

 

 

    MJoy_D
    MJoy_D
    May 9, 2022

    I can share some information that can help you with receiving customer payments in QuickBooks Online (QBO), @PaulaFell.

     

    After processing a payment received on the Customers page, you should be routed to the Receive Payment page. If you close that window, you'll go back to the Customers page.

     

    Since clearing your browser's cache didn't resolve the concern, you can try to check with the other supported browsers (Firefox, Google Chrome, Safari, Microsoft Edge).

     

    If you're still encountering the same error, I suggest reaching out to the Customer Support team. They can check your account in a secure environment and help you in resolving it. 

     

    You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

     

    1. Go to the Help icon to connect to a live support agent.
    2. Click on the Contact Us button and provide some details about this concern.
    3. Provide us some information about your concern in the What can we help you with? box and click on Continue.
    4. You'll now be provided options on how to connect to our Customer Support.

     

    Check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

     

    From here, you can run a Customer Balance Summary report to check the remaining balance for the customer. Check this article on how to generate this report: Customise reports in QuickBooks Online.

     

    I'm always here if you need more help in receiving customer payments in QBO. Let me know in the Reply section below. Have a great rest of the day!

      P
      PaulaFellAuthor
      May 9, 2022

      Thank you for your reply. In fact anything I do on the customer page the requires saving will take me back to the first customer page I interacted with. I will get in touch with customer support as it would appear suggested solutions are not resolving the issue.

      Thanks again.

      P
      PaulaFellAuthor
      May 10, 2022

      I have been on the online chat and shared screen time so QB Advisors can see the issue I am having. This has now been escalated to the senior team to investigate due to them receiving enough reports to escalate as an issue. I will receive and email once this has been done so fingers crossed.

      E
      EHannigan
      May 11, 2022

      I tried the online chat and the support person left the chat without any response to my query.   I've tried different browsers, clearing cache, incognito and nothing works.   This is still a problem today and really annoying when working on transactions.  Keep us posted if you get a fix for it.    It has been going on since last week, so they must surely be aware of it and working on a solution!

        P
        PaulaFellAuthor
        May 11, 2022

        Agree, neither changing the web browser nor clearing cache worked for me. To be fair the person I had yesterday was really helpful was on there for about 1.5 hours - they were screen sharing so the could actually see the issue and confirmed that it would appear this reports for this are rising so now investigating. I will reply on here when they have advised a fix as they told me I would receive and email when this is comeplete.

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