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nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

 
Solved
Best answer October 29, 2020

Accepted Solutions
EmmaM
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

Hi Nina15, In chrome can we get you to clear the cache and cookies in the browser a link on how to do this here Can you then try via the + symbol to create an invoice/estimate and let us know if that lets you create one. If not can you try via sales>invoices>new invoices? If you get the same thing could you provide an attachment of what happens even if it is just you trying to click on a greyed-out area and we'll escalate this with our senior technicians? Thank you

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11 REPLIES 11
GeorgiaC
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

Hello and Welcome to the Community, nina15!

 

There are times when an overload of data on the app can cause performance issues, to troubleshoot this please go to Help at the top menu bar > Choose Reset App Data and then fully close and re-open the app.

 

If you're still having issues following this please get back to use below with the app version you're using (Windows or Apple) so we can take a closer look. :woman_technologist:

 

nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

The help button doesn’t work either

nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

My partner has just tried his version for his business and is having exactly the same issue 

IamjuViel
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

Hello, @nina15.

 

You'd want to uninstall and reinstall the QuickBooks Online Desktop app. This way, you'd be able to download an updated version of it. I can guide you on how to do it.

 

If you're using Mac, here's how:

  1. Drag the QuickBooks Windows app from the Applications folder to the Trash.
  2. To completely remove the app, go to Finder then choose Empty Trash.

Once completed, you can download and reinstall the app again. Here's how:

  1. Select the QuickBooks.dmg file in the downloads section.
    z.PNG
  2. Drag QuickBooks to the Applications folder.
    x.PNG
  3. From the Applications folder, launch the QuickBooks App and the program will load to the sign-on page.
  • Select Sign In, if you have QuickBooks Online account.
  • Select Create a new QuickBooks account if you don't have one.
    c.PNG

On the other hand, you can also access your account using a private or incognito window. This way, we can check if this a cache-related issue and create an invoice of estimates. Here are the keyboard shortcuts in opening a private/incognito window:

  • For Google Chrome: Ctrl + Shift + N
  • For Mozilla Firefox: Ctrl + Shift + P
  • For Safari: Command + Option + P 

Lastly, I've added these articles to learn more about using the QuickBooks Online desktop app:

The Community always has your back and would also be happy to help with your questions as well. I’m just a few clicks away should you need anything. 

nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

We both access via QuickBooks online via a desktop, we don’t have the app downloaded. I only use the app on my phone and that’s working fine. 

Adrian_A
Moderator

I can’t create invoices or estimates on my desktop version - what’s going on?

I appreciate you for getting back to us, nina15.

 

If you've already tried creating an invoice or estimate on a private window yet, the same thing happens, I recommend reaching out to our Phone Support team.

 

We have agents that have extra tools that can take a look at your account and they create an open investigation about the issue.

 

Here's how you can contact them:

 

  1. From the ? Help icon, click Contact Us.
  2. Enter, I can't create an invoice as your keyword.
  3. Click Let's talk.
  4. Select Chat.

 

Once everything's good, you can bookmark this article if there's a need for you to split an estimate into as many invoices: Set up and send progress invoices in QuickBooks Online.

 

I'm just a post-away if there's anything that I can help. Keep safe!

nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

As I’ve already said, the help button doesn’t work either!

EmmaM
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

Hi Nina15, what version of the app do you have downloaded on your desktop is it the mac or windows app? What is the default browser on the pc?We need to get this information so we can provide you the right steps to go forward with this.

EmmaM
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

(If it is just the browser version this is happening in and we have misinterpreted your question I apologise can I ask you to  try in a private or incognito version of the browser this is happening in)

nina15
Level 1

I can’t create invoices or estimates on my desktop version - what’s going on?

I don’t have it download on my machine - I access it online via chrome 

EmmaM
QuickBooks Team

I can’t create invoices or estimates on my desktop version - what’s going on?

Hi Nina15, In chrome can we get you to clear the cache and cookies in the browser a link on how to do this here Can you then try via the + symbol to create an invoice/estimate and let us know if that lets you create one. If not can you try via sales>invoices>new invoices? If you get the same thing could you provide an attachment of what happens even if it is just you trying to click on a greyed-out area and we'll escalate this with our senior technicians? Thank you

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