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arsalanque
Level 1

Why can't I no more see the "Customer" list under Purchase Order and Billing Section?

I'm a standard user, previously when creating Purchase Orders and Bills, i could easily allocate a Customer to my Lines. It's been since 02 days, i can no longer see the customers drop down list OR i cannot even associate a customer to my Lines inside a Purchase Order or Bills. What could be the problem? I've Tried everything.
3 Comments 3
AbegailS_
QuickBooks Team

Why can't I no more see the "Customer" list under Purchase Order and Billing Section?

Good to see you here in the Community, arsalan-unifiedf.

 

I'll be glad to help you in creating your purchase order and bills.

 

Sometimes, stored cached and site data in a browser can cause unexpected behavior when using QuickBooks. We can perform some basic troubleshooting steps to fix this.

 

Start by opening a private window and use it to access your account in QBO. This doesn't save your site data and visited pages. Simply press the following shortcut keys: 

 

  • Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox)
  • Control + Option + P (Safari)

Log back into check if you can see the drop-down list already. If so, follow the steps in this article to delete your browsing history: Clear Cache And Cookies To Fix Issues When Using QuickBooks Online.  

 

You can also check on how to add purchase orders to expenses, bills, or checks in QuickBooks Online to manage them.

 

Don't hesitate to comment if you still need help with your transactions. Take care!

 

 

arsalanque
Level 1

Why can't I no more see the "Customer" list under Purchase Order and Billing Section?

Hello Abegail,

 

Thank you for getting back. Like i said, i tried mostly everything even changing the computers. I believe it has to do something with the latest release which changes the user authority with Suppliers and Customers. Can you please look at the latest release notes aswell. 

 

There could be a setting change with the new update (with terms of user defined roles) and an Admin can only sort it out. This is only my view but i'm yet to confirm. 

My colleagues can use it perfectly but with Admin rights.

IamjuViel
QuickBooks Team

Why can't I no more see the "Customer" list under Purchase Order and Billing Section?

I can help you sort this out, @arsalan-unifiedf.

 

Yes, its possible that as a standard user, your access was set to limited and and can only access vendor-related activity. You'd want to contact your account's administrator to review the permission given to you. You can share the steps below to your account's admin.

  1. Login as Admin to your QuickBooks Online account.
  2. Choose Manage Users.
  3. Go to the Users tab.
  4. Locate the user.
  5. From the Action column, click Edit.
  6. Modify the user access. 
  7. Click Save

I've added these articles as additional resources in managing access and permission of authorized users in QuickBooks:

Keep me posted if you have other questions or concerns. I'm up and ready to help. Stay safe!

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