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GHA
Level 1

No entry or drop down list is found for terms in customer information for all our quickbook account.

When I try to update customer information for one of customer today, I found that there is no entry in the terms for the invoice. Then I look up other customer, the same thing occurred. No entry in terms field, no drop down list that we created before for terms. Everything just disappear. Can someone help?

1 Comment 1
AlcaeusF
Moderator

No entry or drop down list is found for terms in customer information for all our quickbook account.

Hello @GHA,

 

Welcome aboard to the Community. Allow me to help you figure out about the missing terms in QuickBooks Online.

 

I suggest you review the status of the terms you created if they are inactive. You can go to the List section by clicking the Gear icon and selecting All lists.

 

For the detailed steps, here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Below Lists, select All lists.
  3. Choose Terms1.JPG
  4. Press the small gear icon above the Action column.
  5. Put a checkmark beside Include inactive.
  6. Review the terms.
  7. Hit Make active if necessary. 2.JPG

In case it shows inactive, I recommend checking your audit log. It may be updated by a user from your account (see screenshot below).

 

3.JPG

 

I've also included some resources in case you need some ideas about updating customer information, like the terms:

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

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