Let's team up and to solve this issue together, @TTRAN2!
Receiving the error message "Error loading notes. Please click to retry," when opening your customer's notes could be due to a cache-related problem. If that's the case, you can troubleshoot it. First, use a private or incognito window to rule this out.
Here are the shortcut keys:
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Google Chrome browser: Ctrl + Shift + N
- For Safari browser: Command + Shift + N
After that, log in to your QuickBooks Online (QBO) account and access your customer notes again. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers you've installed.
If the issue persists, I recommend contacting our support team. This way, they can closely examine your account and offer a resolution.
In case you need to provide customers with summaries of their invoices, payments, credits, and balances, check out this article for more guidance: Create and send customer statements in QuickBooks Online.
We recognize the importance of access to customer information, including their notes, for your business needs. If you have any other concerns, feel free to return to this thread. Iβm more than willing to help. Take care.
