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Hello, gefcops.
I’ll be here to help you every step of the way to show up in the sales rep's name in QuickBooks Online.
Let's make sure that the sales rep name box is checked on the Custom Field page. Thus, you can see all the names in the Estimates drop-down.
Here's how:
Once confirmed and the issue continues, please access your account via an incognito. A browser full of cache and temp files can cause unexpected behaviors.
Here are the shortcut keys:
Once logged in, go back to the Estimates page and review the list in the drop-down. If the private browser works, you'll need to delete temporary internet files in your regular browser. That'll remove previously stored browsing data that might have caused the issue. Using another supported browser is a good alternative too.
You may also visit these resources about handling custom field estimates, reports, and other related matters.
Please reach out to me here if there's anything else you need, I want to ensure your success. Have a great rest of your day.
Hello, gefcops.
I’ll be here to help you every step of the way to show up in the sales rep's name in QuickBooks Online.
Let's make sure that the sales rep name box is checked on the Custom Field page. Thus, you can see all the names in the Estimates drop-down.
Here's how:
Once confirmed and the issue continues, please access your account via an incognito. A browser full of cache and temp files can cause unexpected behaviors.
Here are the shortcut keys:
Once logged in, go back to the Estimates page and review the list in the drop-down. If the private browser works, you'll need to delete temporary internet files in your regular browser. That'll remove previously stored browsing data that might have caused the issue. Using another supported browser is a good alternative too.
You may also visit these resources about handling custom field estimates, reports, and other related matters.
Please reach out to me here if there's anything else you need, I want to ensure your success. Have a great rest of your day.
This worked perfectly! Thank you, Michelle!
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