I know this concern can cause a delay in your business, @vhsolutionllc. Let's go through some troubleshooting steps to help you access the Customers and Estimate tab for your new customer.
To see if it's a browser data issue, let's log in to your QuickBooks Online account using a private browser. Sometimes, the browser stores frequently accessed data, which can cause websites like QBO to behave strangely.
To use a private browser, here's how:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + N
- Safari: Command + Option + N
After logging in, try accessing the Customers and Estimate tab again. If this works, it means that you need to clear your browser's cache so the system can start fresh.
If you get the same result while using a private browser, I recommend switching to a different one.
I'm adding these articles for your reference:
If you have any more questions or need additional assistance, feel free to ask. I'm here to help.
