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Everything you need to know about banking in QuickBooks Online - Discover more
forthplumbingsol
Level 1

Your system is not allowing me to create a new customer when creating a new invoice ?can you assist ?William Malloy [removed]

 
1 REPLY 1
AlcaeusF
Moderator

Your system is not allowing me to create a new customer when creating a new invoice ?can you assist ?William Malloy [removed]

Hello forthplumbingsol,

 

Thank you for dropping by here in the Community. It would be my pleasure to help figure out this strange behavior happening when creating a new customer in QuickBooks Online.

 

We haven't received reports from other users concerning the issue happening on your end. Are you getting an error prompt when performing the process?

 

Let's also try creating a new customer through the Customers section by following these steps:

 

  1. On the left panel, click Invoicing.
  2. Go to the Customers tab.
  3. Click New customer.

 

1.JPG

 

You can also perform some basic troubleshooting to isolate the problem. Let's start with logging into your account using a private browser.

 

I'm adding the shortcut keys below depending on the type of browser you're using:

 

  • Google Chrome, press CTRL  + Shift + N
  • Mozilla Firefox: press CTRL  + Shift + P
  • Internet Explorer: press CTRL  + Shift + P
  • Safari: press Command + Shift + N

If it works, you can switch back to your regular browser and clear its cache. I also recommend you try to use a different supported browser to check if the cause of the issue is system or browser related.

 

If all fails, please proceed with reaching out to one of our Support Specialists. One of them will need to check your account in a more secure environment and perform an additional test to fix it.

 

Here's how to reach them:

 

  1. Click the Help option in the upper-right corner.
  2. Select Contact us.
  3. Enter necessary information.
  4. Click Let's talk.

For additional information on the support link, you can bookmark this article as well:
 

Contact the QuickBooks Online Customer Support team.

 

I want to ensure that you're able to create new customer, so please feel free to let me know how it goes. If you should need further assistance, I'm just a click away.

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