Welcome to the Community, matt253.
Thank you for bringing this matter to our attention. I want to ensure that you have seamless access to all the features of your QuickBooks Online(QBO) account.
To better assist you, please provide specific details about any errors you encounter when creating or viewing invoices, customer and product lists. Whether it's a blank page or a grayed-out interface, your detailed input will help us swiftly identify and resolve the issue.
Let's start by ensuring that your user role has the necessary permissions to access these areas in QuickBooks. It's important to note that only the primary admin or users with the right permissions can manage user profiles in QBO. If you don't have the permission to see this information, I highly recommend reaching out to your primary admin and following the steps below to manage user access.
Here's how:
- Click the Gear icon.
- Select Manage Users.
- Check your user role, and click Edit to view all permissions and make any necessary edits.
For a comprehensive understanding of different permissions, feel free to visit this link: User roles and access rights in QuickBooks Online.
Once you've confirmed that you have the right permission to manage these areas in QuickBooks, we can look into possible browser-related issues. I recommend using a private browser or incognito window to eliminate any errors or glitches that may be occurring in the system. Also, note the system's supported browser for the best and most secure experience.
If you need help with using your invoices and other sales forms in QuickBooks Online, check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This resource provides detailed information on adding personalized details to your emails and customizing them.
Additionally, you can memorise a report to save it with its current customization settings.
Should you need help with managing your invoices, customers, products, or anything else, please leave a reply below. I'll be closely monitoring this conversation and will promptly provide assistance once I have the additional information.