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kxiao-planarmoto
Level 1

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

was able to download invoices previously, i think it stopped working after i added accountant view to the account.
6 Comments 6
Angelyn_T
QuickBooks Team

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

Hi there, @kxiao-planarmoto

 

You should be able to see your invoices in both the Accountant and Business view while using QuickBooks Online (QBO) through the Sales menu, then Invoices.

 

If you don't have access to your invoices, you can try logging in to QuickBooks using a private window. This way, we can check browser-related issues while working with QuickBooks.

 

You can use either of these keyboard shortcuts to save you time: 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

If you're able to see your invoices, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

Additionally, you can run the Invoice List report to see your invoice transactions. From the Reports tab, look for Invoice List, then open the report. For more tips about running your QBO reports, open this article: Run reports in QuickBooks Online.

 

If you have any other questions about getting access to your invoices, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

kxiao-planarmoto
Level 1

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

I'm sorry for my very poorly worded question. I meant I am unable to access invoices from intuit for quickbooks online monthly fees. I can see the list of payments in the payment history, but I am unable to click on any of the invoices.

Trish_T
QuickBooks Team

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

Hi kxiao-planarmoto,

 

Welcome to Community!  Thanks for providing the additional information with more specifics of the goal you're trying to accomplish.  QuickBooks Online provides the features you need to complete your daily accounting tasks effortlessly.  I'll be happy to steer you in the right direction so you can see your payment history!

 

Please be advised that only the Primary Admin has access to your subscription information and billing history.  If you have the required permissions, follow these steps:

 

1. Click on the Gear in the top right of your dashboard

2. Open Account and settings

3. Select Billing and subscription from the left menu

4. Open View payment history

That's it!

 

Here's a helpful article for your reference, for managing payment and subscription information in QuickBooks Online.

 

Please don't hesitate to reach back out with any other questions.  We'd love to help!

 

 

kxiao-planarmoto
Level 1

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

Thank you very much for the help guys. I have followed these steps and I am able to see my payment history, but I am unable to obtain the invoices for any of the payments.

streamlineyourbusiness
Level 1

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

I also have this issue.

Trish_T
QuickBooks Team

Can see payment history, can't access any invoices. I am both the business and accountant Tried business view, accountant view, also tried just in accountant home page.

Hi streamlineyourbusiness,

 

Thanks for joining us here.  QuickBooks Online invoices are available within product and can be downloaded in PDF format.  Payment for your subscription is always for the following month, so if you've recently signed up, the invoice won't be available until the next billing cycle.  Your invoices will be sent to your email, for which you can create a folder and keep them organized and easy to locate when needed.  Here's a helpful guide for your reference, to assist with accessing your QuickBooks subscription invoices within your account.  If you're still unable to access your invoices, please contact us.  It would be our pleasure to work with you directly and ensure your success!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach out with any other questions.  We're always glad to assist!
 

 

 

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