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Buy nowI see how the missing option to edit customers affects your experience when tracking your transactions, aardvark32. I'm here to help you overcome the issue by providing relevant troubleshooting. Allow me to walk you through the process here.
Upon checking with our tools, the Edit customer info option used to modify customer details is still available in QuickBooks Self-Employed. You can locate it under the customer's name in an invoice. Here's a screenshot for reference:
Since the feature is missing at your end, we can troubleshoot your browser to isolate issues related to corrupted cache files. These outdated data can cause unusual behavior, including missing buttons. We can avoid them by utilizing a private window when accessing your company.
To begin with, utilize these keyboard shortcuts depending on your browser:
Once it works, clear the cache from your regular browser to refresh the website preferences. Alternatively, you can use another supported browser if the issue persists.
On the other hand, if you need to acquire a detailed list of your transactions and export them into a CSV file, you may browse this material for guidance: Export transactions and get reports in QuickBooks Self-Employed.
Drop by this thread and tag us with your reply if you have additional questions about updating customer information in QuickBooks Self-Employed. We've got your back.