SarahannC
Moderator

Account management

Thanks for getting back to this thread and providing additional details and screenshots, Chris.

 

I suspect that your books work unusual based on the information you added. For now, I recommend accessing your QBO in a private browser to isolate this behavior.

 

  1. Access your QBO account using an incognito window.
    Google Chrome: Ctrl + Shift + N
    Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
    Safari: Command + Option + P
  2. Clear the cache and cookies in your browser.
  3. Use other browsers that are supported for QBO.


If it persists, I still recommend contacting us again. At this time, we'll need to investigate this behavior and might create a ticket if necessary.

 

  1. In your QBO account, click on the Help icon.
  2. Choose Contact us.
  3. Provide a brief description of your issue and follow the on-screen instructions.

qbo.PNG


 

Additionally, here are some articles that provide step-by-step instructions on how to personalize your sales forms and record incoming invoices:

 

 

If you have further questions about managing invoice payments in QuickBooks, feel free to reach out. I'm here to assist you.