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Liv2rig1
Level 1

My new transaction drop down will not let me make a new invoice.

 
2 Comments 2
JonpriL
Moderator

My new transaction drop down will not let me make a new invoice.

Hi there, @Liv2rig1.

 

I'll make sure you're able to create invoices from the new access menu in QuickBooks Online (QBO).

 

Let's perform a few browser troubleshooting steps to determine why it seems you're unable to create an invoice and resolve it.

 

To do so, let's log in to your QBO account using a private or incognito browser. To use such browsers, follow the listed key shortcuts below:

 

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

 

If this works, it means you need to clear your browser's cache so QuickBooks can start fresh and you're now able to access the +New menu and create invoices accordingly. But if you get the same result while using a private browser, let's switch to different supported browsers instead.

 

Now after creating your invoices, consider logging in to your account using our supported browser versions for the best experience and use this reference for the features you are entitled to use: Help Articles in QuickBooks Online. Also, you're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

 

I've got you covered if you have other questions aside from creating invoices in QuickBooks. Use the Reply option below to leave a comment and don't forget to include my name, @JonpriL. As always, take care always and stay safe!

mckenziees
Level 1

My new transaction drop down will not let me make a new invoice.

To create a new invoice with particular items, you can mark the checkbox next to the desired items in the list view, click the New Transaction drop-down, and select Invoice. This way, the item details will be pre-filled in the invoice creation page. fusd student portal

 

You can create, edit, and view all your invoices from this dedicated space for invoices. You can also import invoices from the Cloud or Desktop.

 

Thanks ..

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