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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
SirielJeaB
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Efficiently managing invoice-related activities is crucial for any business, MP691. I have some steps on how you can get back on track in handling your invoices.

 

You'll want to use a different custom form style to verify that your invoices are sent with the correct order of products and services, as the one you're currently using may be corrupted. Here's how you can do it: 

 

  1. Click on the Gear icon and select Custom form style under YOUR COMPANY
  2. Choose another invoice template or create one by clicking the New Style button at the top.
  3. Once done, create an invoice with the desired order and send it to yourself for review.

 

If the issue persists, you can perform some basic troubleshooting steps in your web browser to resolve the issue. Sometimes, unusual behavior in the program can be due to browser-related issues. Let's begin by signing in through a private window using these keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: βŒ˜ Shift N
  • Mozilla Firefox & Microsoft Edge: Ctrl Shift P

 

If it works fine, you can return to your default browser and clear its cache to start afresh. If not, utilize another supported and up-to-date browser. The one you're using now may have a temporary issue with QuickBooks Online.

 

 You can also create templates for recurring transactions in QuickBooks Online.

 

I can provide any necessary information if you need assistance with other sales-related activities. Kindly utilize the comment section for your inquiries. I'll be sure to get back to you promptly. Keep safe.

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