Hi there, benkarl87.
Thank you for visiting the QuickBooks Community. I'll be sharing details on how the new estimates and invoices in QuickBooks Online works. Then, to ensure that you're able to see all the invoice numbers in your transactions.
We’re giving estimates and invoices a makeover! We’re rolling out new versions to some customers and getting feedback. For now, with the new experience, some of the functionalities from the old invoices and estimates will not be available. However, we will continue to make improvements to the new experience so that it ultimately replaces the old invoices and estimates. Here are some we'll add in the future:
- Sales tax
- Progress invoicing
- Custom fields
- Recurring invoices
- Ability to save multiple templates
- Classes
- Billable expenses
- Tags
On the other hand, even the new feature is now rolling out, there's always have the option to view the invoice numbers on the Sales page. This is because even the Custom transaction numbers is turned off, the system will constantly create an entry number. That said, it could be the cache full of history and temp files causes unexpected behaviors. I recommend logging in to your QuickBooks account using a private browser. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.
Use these keyboard shortcuts based on the browser you're using.
- For Firefox or Microsoft Edge, press Ctrl + Shift + P.
- For Chrome, press Ctrl + Shift + N.
- For Safari, hold down Command + Shift + N.
If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online.
If the steps above didn't work, use another supported browser as alternatives.
Lastly, please refer to this article to see how the Sales page gives you a status of sales transactions like open invoices, and paid invoices: View sales transactions.
Should you have any follow-up questions about the customer's entry, don't hesitate to post again or leave a comment below. Have a good one.
