We upgraded to QB Pro V18 R6. We have to sign out and back in to retreive customer history. Is there a fix for this problem?
I want to make sure you'll be able to retrieve your customer's history in QuickBooks Desktop. Let me help you get started.
In order to retrieve your customer's history into your QuickBooks Desktop, you'll need to restore a backup or portable copy of your company file.
Let me show you how:
Here's a helpful article that provides detailed information: Create or restore a QuickBooks portable company file.
Also, you may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Restore-a-backup-of-your-company-file/td-p/203....
If you need more help with retrieving your customer's history into QuickBooks Desktop, don't hesitate to drop a reply below. I'll be around to help.
When a customer comes in, we go to their account. Sometimes the history loads, sometimes it doesn't. If it doesn't load we have to sign out and then sign back in. I know this doesn't sound like a big deal but it happens 4-5 times a day and we are a very busy retail store.
Thanks for getting back to me, bylllc.
Allow me to help you further with retrieving your customer's history in QuickBooks Desktop.
To prevent any delays in response time, you can implement the steps below to optimize the performance of your QuickBooks Desktop.
You can check out this recommended article for detailed steps and instructions: Resolve QuickBooks Desktop performance issues: Manage your data file.
Anytime you have questions or if you ran into a different situation with retrieving your customer's history, please let me know. I'll zip right back to you.