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Best answer April 27, 2025
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I understand the confusion and difficulty you're facing when trying to enter a new patient who shares the same first and last name as an existing one, @jenniferrodriguez. Rest assured, we'll work through this together to ensure you can effectively manage your patient records without any hassle.
I was able to successfully append the date of birth after the last name as per your instructions. Please refer to the screenshot below to confirm if this is what you had in mind.
Since you've encountered difficulties doing the same, could you please share the error message you received? A screenshot would be very helpful.
For further details, refer to this article: Acceptable characters in QuickBooks Online. This resource provides a comprehensive overview of the characters that can be used within the QuickBooks Online platform. It specifies which letters, numbers, and symbols are permitted in various fields such as names, addresses, and descriptions, ensuring that users input data correctly and avoid errors in their accounting records.
In the meantime, let's troubleshoot your browser to identify any issues that are hindering your ability to add the date of birth.
Start by opening your company file in an incognito window using the following shortcuts, depending on your browser type:
- Microsoft Edge: Ctrl + Shift + N
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If adding the date of birth works in the incognito window, your primary browser may be the issue. Try reopening your regular browser and clear its cache to remove any residual data that might be affecting performance. You may also consider using another supported browser.
I trust these steps will help sort out your problem. If you need further assistance, or if you face more issues when adding a patient into QuickBooks, please feel free to tag me in the comments. I am here to ensure everything runs smoothly for you. I look forward to your updates and am just a message away. Have a good one!
I understand the confusion and difficulty you're facing when trying to enter a new patient who shares the same first and last name as an existing one, @jenniferrodriguez. Rest assured, we'll work through this together to ensure you can effectively manage your patient records without any hassle.
I was able to successfully append the date of birth after the last name as per your instructions. Please refer to the screenshot below to confirm if this is what you had in mind.
Since you've encountered difficulties doing the same, could you please share the error message you received? A screenshot would be very helpful.
For further details, refer to this article: Acceptable characters in QuickBooks Online. This resource provides a comprehensive overview of the characters that can be used within the QuickBooks Online platform. It specifies which letters, numbers, and symbols are permitted in various fields such as names, addresses, and descriptions, ensuring that users input data correctly and avoid errors in their accounting records.
In the meantime, let's troubleshoot your browser to identify any issues that are hindering your ability to add the date of birth.
Start by opening your company file in an incognito window using the following shortcuts, depending on your browser type:
- Microsoft Edge: Ctrl + Shift + N
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If adding the date of birth works in the incognito window, your primary browser may be the issue. Try reopening your regular browser and clear its cache to remove any residual data that might be affecting performance. You may also consider using another supported browser.
I trust these steps will help sort out your problem. If you need further assistance, or if you face more issues when adding a patient into QuickBooks, please feel free to tag me in the comments. I am here to ensure everything runs smoothly for you. I look forward to your updates and am just a message away. Have a good one!
