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Replying to:
JamaicaA
QuickBooks Team

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Welcome to the Community forum, Rock!

 

I can definitely help with that. It's convenient indeed to easily track the completed work on your invoices, so let's sort this out so you can add notes and attachments seamlessly.

 

Start by accessing your QuickBooks account via an incognito or private window to verify if it's a webpage issue. It provides a clean, isolated browsing environment that helps you determine the root cause of this behavior.

 

Here are the keyboard shortcuts:

 

  • For Firefox, press Ctrl + Shift + P
  • For Chrome, press Ctrl + Shift + N
  • For Safari, hold down Command + Shift + N

 

If it works, clear the browser's cache to start with a clean slate. Alternatively, consider using other supported browsers.

 

You can also customize invoices, estimates, and sales receipts in QuickBooks Online to tailor your forms according to your needs. Another way to organize the template is by using custom fields.

 

Please let us know if you have any questions as you try these steps. We'll be here to address them for you.