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Level 1

I am trying to add an invoice to a customer I have in my qb already. When I type in the name it does not appear. Why does it want me to add it as a new customer?

 
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Community Champion

I am trying to add an invoice to a customer I have in my qb already. When I type in the name it does not appear. Why does it want me to add it as a new customer?

QBO can be quirky with name entry. Try just 2 or 3 letters and see what appears in dropdown to choose from. It has always to my knowledge worked less than normal. Try going to your customer center to see all your customers. On the far right is an option action button that will allow you to enter new transactions.

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Level 11

I am trying to add an invoice to a customer I have in my qb already. When I type in the name it does not appear. Why does it want me to add it as a new customer?

@pammoore 

 

The other option is to create an invoice directly from the dashboard Sales tab as well.

From the left dashboard > Sales > Customers > Select Customer in question to add an invoice > Under Action column, from the drop-arrow, select CREATE INVOICE. This way, you will already see the Customer field selected on the Invoice form. Hope this helps!

 

Create Invoice.PNG

 

Highlighted
Level 1

I am trying to add an invoice to a customer I have in my qb already. When I type in the name it does not appear. Why does it want me to add it as a new customer?

That worked great!  Thank you :)

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