Hello there, moor. I'd be glad to help you fix the incomplete bank details on your invoices in QuickBooks Online (QBO).
If you've entered the data correctly, it should be visible to your customer's end. The problem you're experiencing is a possible cause of a cache issue. Browsers use cache to speed up the loading of web pages, but over time, it accumulates and leads to unusual behavior of the program.
To fix this, log in to your QBO account using an incognito or private browser window. This will enable you to work with a clean slate. Please use these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
Then, create and preview the invoice if the bank details will reflect correctly. If it does, clear your regular browser's cache to remove specific issues and help the program run efficiently. Also, you can use other devices and supported browsers to ensure everything works as expected.
Once done, please re-enter your complete bank details again. Please refer to this article for more details: Adding bank details to your invoices.
Additionally, you can customise a customer report to get an overview of their accounts receivable transactions.
Let us know is you have other concerns with your invoices in QBO. We're here to help you in any way we can.
