Nice to have you in the Community space, @pmalin2021.
I can share with you some insights on how we can get around this issue. Let’s try logging out and logging in to your QuickBooks Online (QBO) account to refresh the program and for the updates to take effect. If the issue persists, I recommend accessing your account in a private window (incognito). This way, we can check if this a browser cache issue.
The browser uses cache files to swiftly load the web page faster on your future visit. However, this causes an issue that prevents the program to run properly. Using a private window doesn’t store any cache data. Thus, this can help us verify the issue easily. To start, you can use these keyboard shortcuts in opening a private window:
- Press keys: Ctrl + Shift + N (Google Chrome browser)
- Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
- Press keys: Command + Shift + N (Safari browser)
If your customer information shows when creating an invoice, I’d suggest clearing your regular browser's cache. If not, try using other supported browsers so we can check if this is a browser-integrated issue.
Once everything is settled, you might want to check out this link that provides detailed steps on how you can personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I’m always around to help you whenever you need assistance managing your customers and invoices. Leave a reply below and I’ll get back to you as soon as possible. Keep safe!
