I recognize how vital it is for your business to maintain accurate data, bass2fin. Allow me to provide some insight into this matter and share a solution to help get you back to business.
Beforehand, may I know what specific errors you've encountered in editing your customers details? You can also share screenshots so we can have a clearer understanding of your end. Any additional information would be much appreciated.
In the meantime, you can perform some basic troubleshooting steps to see if it's a browser-related issue. Let's begin by opening your account in an incognito or private window and completing the activity again.
Here are the keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
Additionally, you can visit this article to learn how to automatically or manually send reminders to customers when your invoices are soon to be overdue: Send invoice reminders automatically or manually in QBO.
Your satisfaction is our primary concern. If you need further assistance with your customer, don’t hesitate to reach out. We're still here to assist if you encounter any challenges with the process.
