Anyone missing Sales1 on their invoices? I rely on it and its gone.

barriew · ‎November 21, 2024

JoesemM · ‎November 21, 2024

We can check and perform some troubleshooting steps to verify why your Sales1 missing in your invoices, Barriew. Let me share the process with you.

If the Sales1 you're referring to is an item you've set up in the Product and Services ensure that it's not inactive. Then, you can make it active incase you need to use them again.

To view all the statuses of your Product and Services, follow the steps below:

Go to the Sales tab and select Products and Services.
Click the funnel (filter) icon. From the Status drop-down, select Inactive or All.
Select Apply.

Once done, you'll see all the inactive items. If you'd like to reactive them, simply click the Make Active button. For more details on how to add services and products, see this article: Add product and service items to QuickBooks Online.

On the other hand, outdated stored cache can sometimes hinder the performance of the program. I recommend trying to access your account using a private window to see if this resolves the issue. This approach will help us determine if the problem is related to the browser cache.

Here are the keyboard shortcuts:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If you're able to see the Sales1, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.

Additionally, I'll be sharing these links that will guide you in recording customer payments and personalising sales forms in QuickBooks:

If you meant something else, please let me know. Any further details that you can provide will be greatly appreciated and help me address your concerns more accurately.

If you have additional questions about creating invoices or need assistance with QuickBooks Online, please don't hesitate to let us know. I'm here to lend a hand. Stay safe and take care.

barriew

I tried what you said to do. It is not a product of a service that disappeared. In the invoice itself, the slot im talking about it below the customer info. When I view a particular customers list of invoices it was one of the columns that I could choose to be viewed. That is the only way I differentiated my invoices and could view them easily. Im not exactly what I am going to do now. This is causing hours of extra work.

Erika_K

Your efforts in performing the suggested procedures are valued, barriew. I appreciate your clarification and the screenshot you provided. I'm here to help you locate the custom field so you can continue tracking your sales activities effectively.

Since the custom field isn't appearing on the invoice, I recommend checking its status to ensure it's active. It may have been inadvertently set to inactive. Please follow these steps to verify the status of this customization option:

Navigate to the Custom field page.
Look for the custom field. If it isn't showing, enable the Include Inactive option.
Click Make active.

After that, ensure the specific custom field is enabled from the All sales list, Invoice, or Customer page. Enabling this field is essential, as it ensures that the information will be displayed correctly in your invoices and other relevant information.

If you’ve confirmed that everything is configured but still encounter the same issue, I recommend following the troubleshooting procedures suggested by my colleague JoesemM above. However, if you’ve completed those diagnostics and the problem persists, contact our live support team. They have the resources to conduct a thorough investigation and assist you further.

Finally, I’ve included some resource guides to help you record customer payments and customize sales forms:

We're committed to helping you optimize your sales transactions and streamline your financial workflow. Whether you need guidance on customizing invoices, tracking sales, or leveraging QuickBooks' advanced features, our expert support team is ready to provide personalized assistance. Just drop a comment below.

barriew

I did exactly what you recommended and Sales1 is not listed. I dont need it in the Customers column tho. I need it in invoices where Ive been using it. It is not listed there either.

Ivan_G

I appreciate you for taking the steps provided by my colleague, barrie. I'm here to clarify the Null indication of the Custom field on an invoice.

The Custom field that appears as Null on the Invoice page occurs when the QuickBooks version gets downgraded. This feature is only available for Plus and Advanced subscriptions.

That said, are there any changes to your QuickBooks plan? It could've been the cause of the Null issue you encountered.

We can confirm this detail by checking your subscription info:

Go to the Gear icon.
Under Profile, select Subscriptions and billing.
Check your subscription from there.

Otherwise, I recommend contacting our Support Team. They have a screen-sharing tool that can help them review your account and open an investigation if necessary.

To proceed, kindly follow the steps I've laid out below:

Log in to your QuickBooks Online (QBO) account.
Select (?) Help and pick the Search tab.
Input Contact Us in the designated search field. Then, press the Enter button on your keyboard.
Once prompted, hit the Contact Us option.
Start a conversation with our live experts.

Our live chat agents are available all day during weekdays only.

You may also review these resources that can help you maximize your sales forms management in the platform:

I'll keep this thread open to help you once you have more questions about your Custom fields in QBO. Have a good one.