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devin-zwick-nord
Level 1

How do I enter new customer information? The text bar will not allow me to select & enter text...

 
1 Comment 1
LieraMarie_A
QuickBooks Team

How do I enter new customer information? The text bar will not allow me to select & enter text...

I'm here to make sure you can enter customer details in QuickBooks Self-Employed without a moment's delay, @devin-zwick-nord!

 

To clarify, is the text bar grayed out? In QuickBooks Self-Employed, you'll need to create a new invoice to be able to add a customer's details. On the Invoice page, you can enter the customer's name, email, and address.

 

Here's how:

  1. Click Invoices on the left panel.
  2. Click the Create Invoice button in the upper right-hand corner.
  3. Enter the details needed.
    Capture.JPG
  4. Click Save.

 

When you create another invoice for the same customer next time, QBSE will automatically remember their details. Refer to this article for more info: Create Invoices in QuickBooks Self-Employed.

 

In your case, let's perform basic troubleshooting steps to check why you're unable to enter text in the textbox. To single out this issue, let's access your account on a private browser and locate them again. 

 

You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

If it works, then your main browser may have accumulated too much historical data, which can impact processes and cause this kind of behavior. To ensure this doesn't happen again, I'd recommend that you clear it's cache. By clearing the browser's cache, you can remove that historical data and access QuickBooks with a clean slate. Otherwise, you can switch to another browser if the same thing happens. 

 

Be sure to keep in touch by leaving a comment below. We want to ensure this matter gets resolved. Have a good one

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