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bruce-tekkonnect
Level 1

QB self employed - Some saved customer do not populate in a new invoice? Is there a limit of customers you can have?

 
2 Comments 2
Rubielyn_J
QuickBooks Team

QB self employed - Some saved customer do not populate in a new invoice? Is there a limit of customers you can have?

There isn't a limit of customers you can add in QuickBooks Self-Employed, @bruce-tekkonnect.

 

I'm here to make sure you're able to populate your saved customer when creating an invoice. 

 

In the Add customer field, you can search manually the name of the customer. This way, you can verify if it still exists or not. 

 

If it still doesn't show, we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. Let's log in to your account using a private browser. This mode will not save any history, making it a great place to identify browser issues.

 

Access your QBO account in a private/incognito browser. You may use these shortcut keys that I've listed below:

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

Then, check if you can already populate your saved customer. If it shows, go back to your regular browser and clear the cache to delete stored site data and improve the system performance. Also, you can use other supported browsers. It could be that the one you're currently working on has a temporary problem with QuickBooks. 

 

If the issue persists, we can add again that specific customer in QuickBooks Self-Employed.

 

Here's how:

  1. Sign in to your QBSE account.
  2. From the left panel, choose Invoices.
  3. Click the Create invoice button.
  4.  Click the Add customer section, and then select the +Add customer option.
  5. Enter the necessary information and click the Save as draft or Email button.
    email.PNG

 

Additionally, I'll be adding this resource to guide you enter sales income and expenses in QBSE: Manually add transactions.

 

Feel free to comment down below if you have other concerns with QuickBooks Self-Employed. I'll make sure to get back to you. Keep safe always.

Rubielyn_J
QuickBooks Team

QB self employed - Some saved customer do not populate in a new invoice? Is there a limit of customers you can have?

Hi, @bruce-tekkonnect.

 

Hope you’re doing great. I wanted to see how everything is going about your concern about a customer that does not populate in a new invoice. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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