Customers

For example, I created a new customer, John Smith, and entered the transaction for him in QBO.  I now have to enter a transaction for Mary Jones.  When I hit 'Save and Close,'  the screen goes back to John Smith, instead of Mary Jones.  Why is it doing that?  This started about a week or so ago.

Thanks for getting in touch with the Community, Camate60.

Since your transaction creation screens aren't showing the same customer like they should after saving a new transaction, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to load the correct customer after saving a transaction.

Here's how to access incognito mode in some of the most commonly used web browsers:

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

If the correct customer displays after saving transactions while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues occurring while using incognito, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome
• Mozilla Firefox
• Microsoft Edge
• Safari 11 or newer

You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
2. Click Contact Us.
   
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.

I'll be here to help if there's any questions. Have a lovely day!