Mich_S
QuickBooks Team

Other Questions

Hi there, @Dave Madden

 

This is not the experience that we want you to have when running invoices in QuickBooks Online.

 

Sometimes, the stored cache can cause unusual behavior in the browser. Let's perform some basic troubleshooting steps to verify if you're having a browser-related issue.  

 

To begin, log in to your QBO company using an incognito page. Here are the keyboard shortcuts to open it:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you're able to see the customer's name reflected through invoices, I suggest you clear your regular browser cache. This will fix browser problems moving forward.

 

If the issue persists, I recommend using another supported browser.

 

Let me include this helpful link on how to manage sales forms in QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online

 

You can always post in the Community if you have other concerns about invoices or QuickBooks. We're here to back you and your business. Have a good one and take care!