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levittroger-gmai
Level 1

I'm posting a new invoice to a new client. Quickbooks won't let me add the new client, so I can't complete the invoice. Any ideas? Thanks Roger

 
Solved
Best answer May 30, 2021

Accepted Solutions
LieraMarie_A
QuickBooks Team

I'm posting a new invoice to a new client. Quickbooks won't let me add the new client, so I can't complete the invoice. Any ideas? Thanks Roger

I'm here to ensure you can get that new client added right away, @levittroger-gmai.

 

You have two options on how to add a new customer. You can either do it through the Customers tab or on the Invoice page.

 

Here's how:

  1. Click on the Sales menu at the left pane.
  2. Select the Customers tab.
  3. Click New customer.
  4. Input the customer's information, then click Save.

 

From the Invoice page:

  1. Click on the drop-down arrow under the Customer field.
  2. Select Add new.
  3. Enter the customer's name.
  4. Click +Details to add more info.
  5. Select Save.

 

Here's an article you can read more about adding and managing customers.

 

If you have trouble adding a new customer using either of the two options, let's perform basic troubleshooting to sort it out. It can be the result of outdated or corrupt cache files in your web browser. We can clear them in just a few easy steps.

 

Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

 

That should keep you going. You can also read through our guide on how to edit, delete, and restore list elements: Manage List Elements.

 

Should you have other concerns or questions about managing customer transactions, don't hesitate to tap me again. I'm always here to help you. Have a good one.

View solution in original post

1 REPLY 1
LieraMarie_A
QuickBooks Team

I'm posting a new invoice to a new client. Quickbooks won't let me add the new client, so I can't complete the invoice. Any ideas? Thanks Roger

I'm here to ensure you can get that new client added right away, @levittroger-gmai.

 

You have two options on how to add a new customer. You can either do it through the Customers tab or on the Invoice page.

 

Here's how:

  1. Click on the Sales menu at the left pane.
  2. Select the Customers tab.
  3. Click New customer.
  4. Input the customer's information, then click Save.

 

From the Invoice page:

  1. Click on the drop-down arrow under the Customer field.
  2. Select Add new.
  3. Enter the customer's name.
  4. Click +Details to add more info.
  5. Select Save.

 

Here's an article you can read more about adding and managing customers.

 

If you have trouble adding a new customer using either of the two options, let's perform basic troubleshooting to sort it out. It can be the result of outdated or corrupt cache files in your web browser. We can clear them in just a few easy steps.

 

Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

 

That should keep you going. You can also read through our guide on how to edit, delete, and restore list elements: Manage List Elements.

 

Should you have other concerns or questions about managing customer transactions, don't hesitate to tap me again. I'm always here to help you. Have a good one.

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