Let's go through some troubleshooting steps so that the payments will be properly recorded in QuickBooks Online (QBO), James.
To assist you more effectively, could you please describe the specific error or behavior you experience when recording the payment? This information will help me provide an accurate solution.
In the meantime, let’s troubleshoot some common browser-related issues that may affect QBO’s performance and prevent payments from updating properly. You can try accessing your account using an incognito or private browsing window. Here are the keyboard shortcuts for opening an incognito window:
- Safari: Shift + ⌘ + N
- Google Chrome: Press Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
If accessing QuickBooks through an incognito window resolves the issue, I recommend clearing your browser's cache to refresh the system. If the problem persists, I suggest switching to a different supported browser.
After receiving and recording your invoice, you'll be ready to create and send customer statements in QuickBooks Online.
If you need additional assistance with payments and transactions in QuickBooks Online, feel free to reply below. I'm always willing to help.
