Hello, @Quic.
I understand how this function simplifies the transactions with your customers effectively. I'm here to guide you to get the assistance that you need.
Since you've already performed the troubleshooting steps mentioned by my colleagues above, I'd recommend contacting our Technical Care Team again. They can perform screen-sharing sessions and check further about this issue.
Here's how to reach one of the live Technical Care Agents:
- In your QuickBooks Desktop window, go to the Help menu.
- Select QuickBooks Help or press F1.
- Click Contact us and enter your concern,
- Input your details and wait for the chat representative to connect.
You may want to consider checking our support hours to know the best time to contact us at your convenience.
I've added this article for your future task about tracking your business' organizations: Understand reports.
I'll be here if you need anything. Just click the Reply button to let me know. Take care,
