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Other questions
Hi there, flytint. I'm here to help you sort things out so you can seamlessly receive payments using the Swipe Card feature in the QuickBooks Online desktop app.
Are you currently signed in to QuickBooks Online using a web browser on your desktop computer? If that's the case, the reason why your desired functionality is missing is likely due to a cache issue. I suggest performing some basic troubleshooting steps to rule this out. Let's start by opening your QuickBooks Online account on a private page or incognito window. This mode won't save any browsing history. Here are the shortcut keys to open it:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
If this works, then you'll have to go back to your original page and clear your browser cache regularly. This prevents strange behavior on your webpage. Otherwise, use another supported browser for the best experience when using QuickBooks.
On the other hand, if you're using a QuickBooks Online Desktop app, I recommend refreshing the app's data to see the latest available information. An outdated app is possibly the reason for the problem. I'd like to know if you're using the QuickBooks Desktop App powered by Windows. If yes, you may need to reset the app by clicking on the Help menu and then selecting Reset App Data. (See the screenshot below for reference.)
If not, you can always drop a comment to let me know so that I can assist you and guide you on the next steps to take.
For future reference, check out this guide on how you can personalize sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you have any other concerns with payments or QuickBooks. I'll be around to help further. Keep safe.