Hello, Margie. The disappearance of your newly added customer on your list after creating an invoice is likely caused by a browser-related issue, so let's work together to troubleshoot and fix this.
Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause errors and performance issues using QBO.
To fix this, you can perform some troubleshooting steps. Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the Sales menu's Customers tab and then search for your newly added customer.
If you're able to do so, return to your default browser and clear its cache. After that, log out and then log back into your account. This will refresh the system and remove older data that causes viewing and performance issues.
However, if this matter continues, I'd recommend using other supported browsers.
Additionally, when your customer makes a payment on the invoice, record it in QuickBooks so your accounts stay balanced. You can refer to this article for the complete guide: Record invoice payments in QuickBooks Online.
Should you need further help or anything you'd like to ask about managing customers and invoices in QBO, please don't hesitate to post a reply below. The Community is always ready to provide the help you need.
