Error setting up progress payments in Quickbooks online

It's a pleasure to have you in the Community, @apolloenergies. Let's work this out so you can finish setting up a progress invoice in QuickBooks Online (QBO).

A possible reason the error happened on your end while setting up the progress invoice is that there are conditions or steps that you haven't met or performed. That said, I recommend double-checking your setup. I'd also appreciate it if you could attach a screenshot. This way, I can review and determine the root cause of the issue.

Now, you'll also want to ensure that the browser you're using doesn't have anything to do with the error message you received. To do that, we can perform basic browser troubleshooting to clear your browser's temporary internet files, such as the cache and cookies.  To begin, you can use the following shortcut keys to access a private browser:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

Once you're in, try to set up the progress invoice again. If it works and you're able to get through, you can proceed to clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

You can also use other compatible browsers if the issue persists. Refer to this article to see the list of compatible browsers in QuickBooks Online: Other browsers.

Additionally, here's an article in case you'd like to modify how your sales form looks in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can also check this article to learn more about customizing reports: Customize reports in QuickBooks Online.

Don't hesitate to post here again if you need further assistance setting up progress invoice in QuickBooks. You can also post here again if you have any additional QuickBooks-related concerns. I'll be here, ready to help you. Take care!

Hello,

Tried all your suggestions.  None of them worked.

Attached is the screenshot of the error message.

I'm having the same issue. Has this been resolved?

Thanks,

Amy P.

Thanks for joining the thread, @amypea.

Before anything else, we want to make sure to provide you with the information you need to address your queries on time. Upon checking here on our system, there's an ongoing investigation about setting up progress invoices inside QuickBooks Online (QBO). Our engineers are aware of it and are currently working on a fix.

Know we understand the urgency of this matter, and what we can do to help you is to route you to our Customer Care Team so they can add you to the list of affected users and receive an update once it's fixed. We'll write down the steps below to get you going:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

See this article for more details: QuickBooks Online Support.

In addition, here are some articles to help you manage invoice payments, review transactions entered inside the company file, and keep your current report settings inside QBO:

• Record invoice payments in QuickBooks Online.
• Run reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

@amypea, please don't hesitate to notify us of how it goes. We've got you covered, and we'll make sure to get back to you as soon as possible to lend further assistance. Take care, and have a nice day!