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I lost customer info. For what I pay for this, I shouldn't have any issue's with this.

 
2 Comments
QuickBooks Team

I lost customer info. For what I pay for this, I shouldn't have any issue's with this.

I am here to help you sort this out, @misc-contracting.

 

Your customer information may have been accidentally deleted. Let's first access your QuickBooks account using a private browser or incognito browser. By doing this, we can isolate this unexpected missing customer information for a possible browser-related. 

 

You can use either of these keyboard shortcuts:

  • Google Chrome, press CTRL  + Shift + N
  • Mozilla Firefox: press CTRL  + Shift + P
  • Safari: press Command + Shift + N 

Once logged in, let's try locating your customer information. You can start by viewing the Customer Contact List. It contains the customer's phone number, email, billing address, and other contact info for each customer. Here's how:

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Select the Customer Contact List report.

If you're able to locate your customer information, you may want to clear the browsing history of your regular web browser. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.

 

On the other hand, you can view the audit log to check if any changes were made to your customer's information. It allows you to keep track of your activities, where you can see who made changes to your books and what they did. This also includes the time in and time out of the user into the system. Here's how:

  1. Go to the Gear icon.
  2. Choose Audit Log.
  3. Select Filter.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results. 
  5. Hit on Apply.

If your customer's information or invoices were deleted, you may need to manually re-enter it.

 

I'm adding these articles as an additional reference on how the Audit log feature works:

Keep me posted if you need a hand with managing your customers and transactions in QuickBooks. I'm always here to ensure your success. Take care always.

QuickBooks Team

I lost customer info. For what I pay for this, I shouldn't have any issue's with this.

Greetings, @misc-contracting.

 

I want to make sure your customers' information is secured and intact. Have you tried performing the troubleshooting steps I've shared? Were you able to locate your customer's information?

 

Always feel free to swing by here if you have other customer-related questions and concerns. I'm always here to lend a hand.

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