Question

I have lost a customer it was a customer that I have worked for before and it has disappeared I have done quotations and I've lost them as well

Forum|Forum|2 years ago
June 9, 2024
3 replies
6 views

How do I speak to someone at Quickbooks

QuickBooks Online

QuickBooks Team

Welcome to the Community, Graeme. Let me help find your lost customer you've worked for before in your QuickBooks Online (QBO) account.

To start, try checking if you've made the customer inactive. It's one of the reasons why it's not showing on your customer list anymore. Kindly follow the following steps entailed below:

On the left panel, select Customer & Leads, and then Customer.
On the Customers page, click the small Gear icon above Action.
On the Other section, checkmark the Include Inactive checkbox.

If your customer has the (Deleted) word, make them active by clicking the blued highlighted word Make active. This option brings them back to the Active list.

Furthermore, let's perform browser troubleshooting steps if you still can't see your customer. Start by logging out of your QBO account in the browser you're currently using, then signing in using a private browsing or incognito window. You can use these keyboard shortcuts below:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + N

From there, check to see if your customer is on the customer list from there. If it works, return to your regular browser and clear its cache. Clearing your cache helps clean up browser cookies that block web pages from loading.

Moreover, if you wish to speak to our live support team, here's how to reach them:

Sign in to your QuickBooks account.
Select the Help (?) icon.
Scroll down to select the Contact Us button and follow the prompts.
You will be able to request a callback or start a live chat with an expert.

For support availability, please see this article: How to get help with QuickBooks.

In addition, learn how to add a sub-customer in QBO by visiting this article: Add and manage customers in QuickBooks Online.

Feel free to reach back to us in the Community, Graeme. We'll be here to assist you 24/7. Have a great day ahead!

J

James Read

New Member

If you are using the app, I can confirm the iPhone app is currently 100% broken (nothing is syncing correctly, data / invoices / customers / payments etc are missing). See other forum reports on the issue.

I reported 23rd May. It’s a worldwide issue, with users all reporting slightly different data missing, but the similarity is sync is broken, so data is missing / not synced (totals don’t match etc).

Delete / re-install (and wait for company data to download) is usually the first test / fix for app issues, and at some point it will be the fix…but not until QB have worked out and fixed the sync issue.

After a normal delete / re-install, one of our accounts would take 2-5 minutes to “download company data” (5 years days). Since the bug, it only takes 2 seconds. I’ll know it’s fixed, when it syncs and all the totals match (eg overdue invoices show as 2/3’s what they should be, compared to the web app.

We have multiple accounts and multiple users, so I know when an issue affects everyone…and this affects everyone.

For now, if you want to see correct data on an iPhone, you have to use the web app on Safari via qbo.intuit.com (which is really, really fiddly for the average user to use on an iPhone, so the fix can’t come soon enough).

G

GeorgiaC

Level 13

Hi James, thanks for adding to this thread

Our team are continuing to investigate the issue with missing data on the iOS app and we will send communication via email once there is a further update. Thank you for your patience and understanding while we work towards a solution.

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