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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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JenoP
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Thanks for joining us here, Same3.

 

Allow me to share details to help with your concerns about the customer's name in the drop-down list. I'd also like to ask if it's only happening to a specific or to all types of transactions? 

 

Please know that QBO uses browser's cache and cookies when performing a task. However, too much saved data can can affect it's performance or produce unexpected results. This can be the reason why there are times that the name is not showing up when recording billable transactions.

 

If you have other browsers, use them to log back in to your account. You can use Google Chrome, Firefox, Microsoft Edge, and Safari because they are all compatible with QBO.

 

You can also open a private or incognito browsing session just in case you only have one browser. Either way would help us resolve some of the most common browser or banking issues in QuickBooks.

 

Here's how:

 

  • Ctrl Shift  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

After logging back in, record several billable transactions to test if it's already working fine. Then, proceed to deleting your browsing history. Follow the steps in this article depending on the browser that you're using: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online.

 

These steps will remove the data or cookies that is hiding the name of the customer.

 

Please reply to me and let me know if that resolves the issue. I'd also be glad to offer my help if you need it again. 

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