Hello there, @Jacqui7.
I'll share some troubleshooting steps to help you fix the issue with displaying the customer's name on your invoices in QuickBooks Online (QBO).
To get rid of this problem, I suggest logging into your account using a private browser/ incognito mode. Private browsing prevents cookies from being stored on your computer, making it a great place to identify browser-related issues. Use these keyboard shortcuts:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Once signed in, create an invoice for your customer from there. If you're able to make it using a private browser, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using other supported browsers can be a good alternative too.
If the issue persists, please provide a screenshot of the exact page where you are having this issue. This way, we can provide the best possible solution to your concern.
Additionally, check out this article for your reference in receiving and categorizing invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.
Please let me know how these steps work out and if you have any follow-up questions. I'm always here to lend a helping hand. Keep safe.
