The sales shortcut on the business overview dashboard is no longer showing the invoices we have sent to clients. We have used this shortcut on a regular basis to confirm daily, weekly, monthly, etc sales. Since January 11, 2022, it is no longer functioning. Is anyone having this issue with Quickbooks Online?
Help has arrived to ensure your Sales shortcut will get back working, @CD21.
Cached data might be the reason behind this. Sometimes they become outdated or corrupted, leading to unusual behavior that affects system functionalities. You can perform some troubleshooting steps to get this resolved.
First, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:
Once logged in, go to your Dashboard menu, then check your Sales shortcut. If you’re able to see your invoices, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative except for Internet Explorer.
If you have sales or expense transactions that occur regularly, you can create templates for them. Just visit this reference for complete instructions: Create recurring transactions in QuickBooks Online.
Please don’t hesitate to tap the Reply button below if you have any other questions or concerns besides the Sales shortcut. I’ll be here to help. Always take care!
Unfortunately, we tried that with the recommendation the first time we called QB support. It did not help! I have been in contact with QB 4 times now about this issue and no resolution.
I know that this hasn't been easy for you, @CD21.
I know how it can be frustrating to be held up like this when you just want to get this shortcut issue sorted out.
To follow up on your case, I'd recommend getting in touch Customer Care Team again. One of our representatives will pull up your account details and check the status of your case and and do some investigation. Here's how to connect with us:
You can check out this article for our most updated contact information and scheduled hours: Support hours and types.
Additionally, the links below will guide you about setting and sending the same invoice to multiple customers. You’ll also see a video tutorial on how to create a recurring invoice with automatic pay.
Stay in touch if you still need assistance on how to manage your invoices. I’ll be around to help and make sure this is taken care of for you. Enjoy the rest of your day.