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Anonymous
Not applicable

Pinned Note preview disappearing from Customer Center

My company is using Quickbooks Enterprise 2018. I have a user who is complaining that the pinned Note in the upper right of the Customer Center is always blank. When a pinned note is edited, the text will briefly appear in that area, but once you edit the customer or move away, it goes blank again. Anyone have any suggestions on how we can fix this?

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QuickBooks Team

Pinned Note preview disappearing from Customer Center

Hi there, ntanner.

 

I'm glad you've reached out to us. I'm here to help get this sorted out so you can back to your business right away. 

 

I've replicated this on my sample QuickBooks file, and it seems to have worked fine since the notes that I added on my customer is already appears on the Pinned notes area. There's a possibility that your lists have been damaged and it can often be repaired by re-sorting which puts a list back to its default order. 

 

To re-sort your Customer's list, here's how: 

  1. At the top menu bar, click Customer.
  2. Go to Customer Center.
  3. Right-click any names of your customer and select Re-sort List option. 
  4. Click OK on the Are you sure you want to return this list to its original order? prompt. 

For additional reference, you can check this article: Re-sort lists.

 

If the issue still persists, I encourage you to contact our QuickBooks Desktop Support Team. They have additional tools to investigate this further and process additional troubleshooting steps if necessary. 

 

Here's how to contact our phone support:

  1. Click this link: https://slack-redir.net/link?url=https%3A%2F%2Fhelp.quickbooks.intuit.com%2Fen_US%2Fcontact.
  2. Select the version of QuickBooks, and click Contact Us.
  3. Type-in Technical Support on the search tab.
  4. Click Get the Phone number below. 

Please let me know how it goes. I'm always here to help you out if you have any other questions. Have a good one. 

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