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Rajalakshmi-Murali
Level 1

I'm unable to create invoices and don't have option to view or edit the already recorded invoices in Intuit QuickBooks Online.

 
1 Comment 1
NerbynMaeI
QuickBooks Team

I'm unable to create invoices and don't have option to view or edit the already recorded invoices in Intuit QuickBooks Online.

Do you encounter error messages, codes, or alerts when attempting to create invoices, Rajalakshmi? This information allows me to check for any reported issues related to it and provide an accurate resolution.

 

QuickBooks Online (QBO) offers customizable user roles with specific permissions for viewing and editing recorded invoices. Non-admin roles, such as standard users or time tracking users, can't add, edit, or delete invoices. If your user permission has the option to create, view, and edit invoices, and you still can't modify, we can log into your account using a private browser. This will open QBO in a clean browsing session without excessive data or cookies affecting performance.

 

Following the keywords below:

 

  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Google Chrome: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

Once there, try to check if the view/edit option is there and If it works, please go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption. Also, you can utilize another supported browser or device if this doesn't work.

 

To learn more about resolving browser issues, you can check out this article: Troubleshooting browser problems.

 

Furthermore, I will share some helpful links that explain how to enhance the appearance of your templates and introduce you to progress invoicing. These links can help streamline your billing processes and improve cash flow management:

 

 

If you need any further assistance with managing your invoices, please don’t hesitate to reach out. We are ready to provide you with the support you need.
We are ready to provide you with the support you need.

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