Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

All my customer list and estimate and invoice are gone

 
1 Comment
Moderator

All my customer list and estimate and invoice are gone

I can help you with this, danielber.

 

The view you're seeing may have been filtered. Let's check if this is the case. Here's how:

 

  1. Navigate the Sales tab and select All Sales.
  2. Click on the Filter drop-down arrow.
  3. Make sure to select All transactions in the Type drop-down and All customers in the Customer drop-down.
  4. Hit on Apply.

Doing these steps, you'll have the lists of all customers as well as the type of transactions.

 

If you're still getting the same results, let's determine if this has something to do with your browser's cache. Open your account using a private browser to check if you have your customer lists. If you do, I'd recommend clearing your browser's cache. It eliminates excessive files on your browser. As an alternative, you can also use other supported browsers.

 

To learn more insights about the filter feature in QBO, please check this out: Filter, search, and sort with custom fields.

 

Keep me posted on how the steps work. I want to ensure you now have your customer lists as well as the transactions.

Need to get in touch?

Contact us