Question

When i close an invoice i have worked on with any customer other than the first one of the session, the transaction list goes back to the first customer of the day. Why?

Forum|Forum|4 years ago
May 6, 2022
1 reply
4 views

I work on customer number one's invoice, save and close it. I move on to customer number 2, pick one of his invoices, work on it, save and close it. the transaction list is sent back to customer number one, and i still have work to do with customer number 2

QuickBooks Online

M

Mark_R

Moderator

Welcome to the QuickBooks Community, @Brian222.

We currently have an ongoing investigation where users are experiencing issues when creating invoices from the customer page that don't reflect the last customer invoice was created. Rest assured that our product engineers are diligently working on a fix.

To ensure you'll get an update about the resolution status, I recommend reaching out to our QuickBooks Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-71282. To reach them, you can follow the steps below:

Sign in to your QuickBooks Online account.
Click the Help button.
In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
Select Contact Us.

Once the issue gets fixed and ready to record the invoice payments, you can check out this article for more guidance: Record invoice payments in QuickBooks Online.

Thank you for your patience while we're working on this, @Brian222. If you have any other questions, feel free to comment below.

D

DianaAxe

I reported the issue with the Feedback feature last week. Yesterday I found this thread and followed your advice to call and report the issue with the investigation number. After spending 22 minutes on the phone with a csr they finally said my company had been added. This issue is now a week old at least. When is there going to be a fix?

Rubielyn_J

Level 8

I understand how important it is to keep your business running smoothly, @DianaAxe.

I've checked here on my end and found out the investigation is still ongoing. Rest assured our engineering team is working continuously for a permanent fix and update you as soon as possible.

Once you're all set, you can continue to create and send them an invoice. When the customer makes a payment on the invoice, you need to record the payment in QuickBooks. This connects the payment transaction to the original invoice so your accounts stay balanced.

Please bear with us as we're working to fix this as soon as possible. If you have any other concerns about your sales transactions with QuickBooks, please let me know in your reply. I'll make sure to get back to you right away. Keep safe always.

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