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Join nowFor years whenever I duplicated an invoice, the client's email address would automatically populate the send field on the last screen. However, beginning in early March of 2024 it appears blank...on EVERY invoice. (see photo) I have to go back to the invoice screen, click edit customer info--> save and THEN click the email button in order for the last screen to auto populate. I send dozens a week. All these extra clicks are killing my productivity.
Can anyone tell me why this is happening and how to fix it?
Thanks so much!
Beth
Hello, Brooklyn.
Let me share some troubleshooting steps.
To address this issue, open your QuickBooks account in a private window. Browsing activity on your local device doesn't record. You can access this by pressing the following keys:
If you're able to open the Lab, go back to your regular browser and clear its cache. You can also use another support browser if the issue persists. QuickBooks and the current browser that you use might be a temporary issue.
Moreover, I'll also share this link for you to learn how to categorize transactions in QuickBooks: Categorize transactions in QuickBooks Self-Employed.
Please don't hesitate to if you still need my help in regards to the email field, or invoices. Just comment down below. Thanks for stopping by.
Thanks for your reply.
1. Clearing cache did not resolve the issue- field is still blank
2. Using private window also did not work
3. Using a different browser also did not work
4. The categorizing transactions link does not address this issue.
Please advise.
I appreciate you for considering the information shared above, brookly.
In QuickBooks Self-Employed (QBSE), the email you've set up for your customer will not populate automatically when you duplicate the invoice and use the Email button now.
I understand the importance of auto-populating it. I also see how it affects your time. For now, I suggest providing feedback so our engineers can reevaluate it. Your input can help in enhancing the functionality of the system for all users. Here's how:
I also appreciate you for mentioning your thoughts on the link shared earlier. To get more details on modifying your invoices depending on the device, you can read this article: Manage Invoice.
You can post more if you have concerns or follow-up questions managing invoices in QBSE. We'll be around to help in any way that we can.
It has auto populated for YEARS. I just don't understand why it's been changed. So frustrating.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.