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paul@backshieldw
March 2, 2024
Question

When viewing invoices I can no longer see if sent or not?

  • March 2, 2024
  • 1 reply
  • 0 views
I used to be able to see in customer detail alongside any invoices and again if I drilled down further to edit the invoice it no longer shows sent there either?

1 reply

R
ReymondO
March 2, 2024

Hi there, Paul. I'll share some steps to rectify the issue so you can review your invoice status.

 

Sometimes, data stored from your regular browser for a long period causes unusual behavior in the browser. This can be the reason why you're unable to see if the transaction is sent or not. To check, let's open your account in a private window. Here are the shortcut keys for accessing this mode:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

 

On top of that, QuickBooks Online (QBO) offers several sales reports that will cater to your business needs. You'll only have to customise them to ensure you'll get the right data you need. I've got this article for more details: Customise Reports In QuickBooks Online.

 

If there's anything else that you need help with when tracking invoice information, let us know so we can double-check and address your concerns. We're always right there to help you in any way.

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