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mmiah93539
Level 1

When I click on the individual customer the transaction list or the invoices don't open it just says loading

 
7 Comments 7
mostlyreal
Level 1

When I click on the individual customer the transaction list or the invoices don't open it just says loading

This started happening today for me as well. I made sure I had the latest version of Quickbooks installed and tried to clear the cache. The Quickbooks status page says that everything is fine, but something is off.

AlexV
QuickBooks Team

When I click on the individual customer the transaction list or the invoices don't open it just says loading

Good day everyone!

 

I'm here to help you in fixing the issue with your customer transactions.

 

QuickBooks Online is web-based which means its performance also depends on the browser and internet speed. Aside from using an incognito window and clearing the cache, we have to make sure that the browser is updated. Older versions can cause errors as well.

 

In addition, you'll want to use a different browser if there's available. I suggest Google Chrome, Mozilla Firefox, or Microsoft Edge.

 

If you have checked everything already but you're still experiencing the same, please reach out to our Customer Support Team. That way, they'll be able to verify what's causing this issue. Simply go to the Help button and enter Talk to a human.

 

Another way we can open the customer's transaction is by using the Magnifying Glass button. Just copy the transaction number and paste it in the search field.

 

If you need a report, you may want to check this link if to see the list of reports included in your QuickBooks Online.

 

Shoot me a reply if you have more questions. I'll be here!

jennifer867
Level 1

When I click on the individual customer the transaction list or the invoices don't open it just says loading

I am also having a problem in vendors, no transaction history is showing up for any vendors. Has anyone figured out what is going on yet?

mostlyreal
Level 1

When I click on the individual customer the transaction list or the invoices don't open it just says loading

On with Support now - they have confirmed that this is an issue and are working on a resolution. I have ticket [removed] open for this.

RCV
QuickBooks Team
QuickBooks Team

When I click on the individual customer the transaction list or the invoices don't open it just says loading

Thanks for bringing this one to our attention, mostlyreal and jennifer867.

 

We have an ongoing investigation where customers unable to open or create transactions such as Invoices, Estimates, Expenses, Bills, and Bank Deposits. Our engineers are working together for the permanent fix. 

 

On the other hand, I appreciate you mostlyreal for contacting our support team and verifying this case.

 

For jennifer867, it would be best to reach out to our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users. They'll also send you an email notification once there's an update on this issue. 

 

Here's how to contact them:

 

  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human
  5. Press Contact us.
  6. Tick Continue
  7. Choose Message an agent or Get a callback.

For more insights about managing your business in QBO, check out this link: QuickBooks Online (QBO) Get Started.

 

That should point you in the right direction. I'll be right here to continue helping if you need anything else in QBO. Assistance is just a post away. Take care always.

mostlyreal
Level 1

When I click on the individual customer the transaction list or the invoices don't open it just says loading

Thanks for confirming - one thing that would be helpful is a way that others can reference this issue. I attempted to add my ticket number so that others could refer to it, but it was redacted.

 

Please consider adding some sort of public identifier that can be used/referred to by the Community. This will help streamline the process and ensure that issues are categorized correctly. Extra points if you can add this to the menu in the application (If you already have an issue number, click here!) This would allow jennifer867 to more quickly get the issue tied to her account and minimize confusion.

 

Finally, can you also clarify how the Status screen should be used? There was obviously something broken today, but the status site says everything is fine(still). https://status.developer.intuit.com.

 

Please consider adding a more robust healthcheck that shows the true state of the application as the health checks being reported on may be too high-level to be of value to users trying to isolate the core issue.

katherinejoyceO
QuickBooks Team

When I click on the individual customer the transaction list or the invoices don't open it just says loading

I appreciate your inputs, @mostlyreal. Rest assured that all your ideas are heard. 

 

Also, please know that all our suggested plans are subject for further study before it's added to make sure it would work successfully. 

 

Concerning the ticket number, the system automatically masked it for security purposes. 

 

The link that you've shared about the status screen is an update of API (Application Programming Interface) from the Intuit Developer Group. We have a different Community site that can cater to your questions about it. 

 

You'll want to visit this link to get any information about the API: https://developer.intuit.com/hub

 

In the meantime, you'll also want to consider using the QBO Mobile app or QBO Desktop app as another option in recording invoices and customer payments. 

 

For future reference, check out our resources that can guide you visually about this process: 

 

 

Feel free to message again if you have other concerns. We're always here to attend your needs. 

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