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brianblaise-gmai
Level 1

How can I have my customer's e-mail auto-populate after I run the credit card? This used to happen automatically for repeat customers. Now it doesn't.

 
4 Comments 4
MirriamM
Moderator

How can I have my customer's e-mail auto-populate after I run the credit card? This used to happen automatically for repeat customers. Now it doesn't.

Thanks for reaching out to the Community, @brianblaise-gmai.

 

If you're accessing QuickBooks Self-Employed (QBSE) through a web browser and is having unexpected issues, open your account in a private browser. Most of the time, the data in the cache is the reason. 

 

Use any of the following keyboard shortcuts to launch a private window:

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Once logged in, try to create an invoice again. Check to see if it works. If yes, go back to your regular browser and clear its cache

 

However, if you're using the QBSE mobile app when creating an invoice, I recommend checking that device operating system is up to date. It can help ensure that the invoice feature is working properly. 

 

To know more about how the invoice feature works, check this article: Create invoices in QuickBooks Self-Employed.

 

Let me know how things go after trying out the steps. I'm always here if you need further assistance about QuickBooks. Have a great day!

 

 

 

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution".

brianblaise-gmai
Level 1

How can I have my customer's e-mail auto-populate after I run the credit card? This used to happen automatically for repeat customers. Now it doesn't.

    Thank you, but my question is regarding the Go Payment app, not QBSE.   I have researched my question extensively in the on-line help guides.  I have not found an answer.  I also have been entirely unable to speak and/or chat with a representative from Intuit who can help me with Go Payment.  When I called, a pre-recorded message directed me back to the help topics.  Very strange that a company as successful as Intuit does not want to speak with their customers.   

brianblaise-gmai
Level 1

How can I have my customer's e-mail auto-populate after I run the credit card? This used to happen automatically for repeat customers. Now it doesn't.

    Thank you, but my question is concerning the Go Payment app, not QBSE.  I have researched my question extensively on line in the help section.  I have not found an answer.  When I called the assistance line, a pre-recorded message directed me back to the help topics.  I was unable to even leave a message, nor talk with a rep.  Curious that a company as successful as Intuit does not want to speak with its customers.  

Nick_M
QuickBooks Team

How can I have my customer's e-mail auto-populate after I run the credit card? This used to happen automatically for repeat customers. Now it doesn't.

Hey there, brianblaise-gmai.

 

Thanks for stopping by the Community, I'm happy to provide some feedback for you, below I've included a couple helpful links, one breaks down the process for taking and processing payments with the GoPayment app. the Other shows how to properly connect with the app. If you connect via the instructions, everything should operate as intended. 

I'm also including the process on how to reach our support team on the phone, so you can reach support without any additional hassle. 

 

Ask QB Assistant

QB Assistant is a virtual agent that gives you quick personalized answers. Ask general questions like "How much did I make this year?" or "How many business miles did I log?"

To open QB Assistant, follow the step for your device:

  • Web browser: Select Assistant from the top menu.
  • iPhone or iPad: Tap the button on the dashboard, then select Ask QB Assistant.
  • Android: Tap the chat bubble icon on any screen.

Once you're in, type a question or press and hold the mic icon to ask your question out loud.

Connect with us

  1. Enter or say “Talk to a human.”
  2. Choose a way to connect with us:
    • Post a question and get answers from tax specialists and other customers like you.
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

Keep in mind, some options are only available at certain times.

 

Thank you for your time and have a nice evening. 

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