Payments

We want your experience with our phone support to be better, @rockinroofer. 

I can see how essential it is for your invoices to function smoothly in QuickBooks. Let me guide you through some troubleshooting steps to ensure your tasks are completed accurately.

First, try opening your account in a private window. This will help us determine if the issue is related to a cache problem. Here’s how to access incognito mode:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If this solves the problem, just head back to your regular browser and clear its cache to keep everything running smoothly. Otherwise, you can consider using other alternative browsers to rectify the problem.

I've also included some detailed resources on working with custom fields that might be helpful:

• Add custom fields to sales forms & purchase orders with Essentials or Plus plan
• Create & edit custom fields with an Advanced plan

Feel free to reply if you have any further questions about recording your invoices. We’re here to help!