I'm here to help you troubleshoot the latency issue you've experienced with invoices in QuickBooks Online (QBO), Kyle.
If you're referring to the above-stated issue of having to click your customer tab and product/service, we'll have to troubleshoot your browser to isolate if this is a cache-related issue.
Please log in to your QBO account on an incognito or private browser window using these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Then, create an invoice to check if the customer and product/service fields will be accessible after one click. If it does, clear your browser's cache to remove specific issues and help the program run efficiently. Also, you can use other devices and supported browsers to ensure everything works as expected.
Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let us know if you have other concerns with your invoices. We're here to help you in any way we can.
