My invoices will not load customer names, drop down menu for customers does not work

We appreciate your communication regarding the issues you've experienced with invoices not loading customer names, Chad. Occasionally, cached files and cookies can become outdated or corrupted, leading to unexpected behaviors in the system. We can work together to clear these old components and get your invoicing system working again.

Let's start by opening your QuickBooks Self-Employed account in a private window to rule out browser-related issues that prevent the drop-down button from working and show customer's names.

Here are the following keyboard shortcuts you can use: 

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P
   

If the customer names now appear, return to your regular browser and clear cache to start afresh. You can also switch to other installed supported browsers, which is a good alternative.

To help you improve efficiency in handling invoices and sales tax in the future, here are some informative articles for you to check out:

• Create invoices in QuickBooks Self-Employed.
• Manually track sales tax.
• Annual tax guide. 

We are dedicated to providing you with a seamless QuickBooks experience and will always be available to offer further assistance if needed. Tell me how it goes after taking the troubleshooting steps. Wishing you a great day, Chad! 

I'm having the same issue on Safari. I've tried to use a private browsing window but the problem persists. Then I tried with Mozilla Firefox -- it doesn't work on there either. It was nice to see this message as I now know I'm not the only one with this issue. Thought I'd reply to let you and others know the same.

Thank you for your quick response, alswind. Let me help you get back to running your business by directing you to the appropriate support team.

Since you have already done all the troubleshooting steps, I recommend contacting our Support team again for an update. This is the best way we can do since they can access the account in a secure environment and conduct thorough research.

Here's how:

1. Go to the Help menu at the upper right.
2. Choose the Search tab.
3. Click Contact Us at the bottom of the screen.
4. In the Ask about something else section, enter your concern.
5. Select Continue and choose a way to connect with us.

For future reference, here's a guide on obtaining your tax info from QuickBooks: Get quarterly and annual tax info from QuickBooks Self-Employed.

If you have any further questions about managing your sales form in QBSE, please feel free to ask them here in the forum. I'll respond as soon as possible.