Jen_D
Moderator

Manage Customers and income

Thanks for sharing your insights and feedback about the invoice preferences in QuickBooks Online, @timbert.

 

I want to help you with your experience in the program.

 

There are several sections in QuickBooks where you can find invoice transactions. You can use the QuickBooks finder, or go to customer profile, and reports. See this link to learn more about looking up QBO entries: How to search for transactions in QuickBooks Online?

 

Also, when you say "Quickbooks disappears your work and tells you to upgrade", does it happen when you process invoices? Are there any task in QBO that gives you this prompt? Also, I want to know what type of service you have with us so we can look into this.

 

For now, when looking for the entries you're looking for, use the linked article above to look for them. Otherwise, if you need a different preference, let our developers know by clicking the (?) Help menu and sharing your request from there.

 

Please come back here anytime if you have other questions or concerns with QuickBooks Online and its processes. I'll be right here to help.