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janethinkle
Level 1

How can I get my old clients names and emails back on invoices? QB self employment wants me to put in New clients???

 
1 Comment 1
KimberlyS
QuickBooks Team

How can I get my old clients names and emails back on invoices? QB self employment wants me to put in New clients???

A quick browser troubleshooting will help you get back old clients on invoices, Janet.

 

In QuickBooks Self-Employed (QBSE), you can only add and modify customers but can't permanently delete them. Since they're missing, you'll want to ensure you're accessing the correct account.

 

If you've verified the account and the issue persists, clear the cache from your browser to prevent related discrepancies. Once this data gets corrupted, it causes unusual behavior and affects the software's functionality.

 

To begin with, click your browser below for guidance:

 

 

If you're still unable to see old customers on the sales form, consider using a different supported and updated browser. It will avoid problems specific to the one you're currently using.

 

Additionally, make sure to appropriately categorize invoice payments once they are downloaded from your bank to QBSE. This keeps your book accurate for reporting and tax calculation.

 

We always value your experience when navigating QBSE. If you have other concerns in the future, use the Reply button below or post directly on the Community page. We'll get back to you as soon as possible!

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