Adding customer names when creating bills allows you to track expenses and revenue by client, mdalaminbiplob. Let me jump in and offer my help.
To start, can you confirm if you're specifically having challenges assigning customers when recording billable transactions? If this is the case, let's verify that the Track expenses and items by customer feature is still active. This ensures the Customer column remains visible.
Here’s how to check:
Go to the Gear icon in the upper-right-hand corner and select Account and settings.
Proceed to the Expenses tab.
Click the Pencil icon in the right-hand corner of the Bills and expenses section.
Look for Track expenses and items by customer, then slide the bar to the right to turn it on.
Choose Save, then click Done.
Next, create another bill to see if you can tag or save a customer name.
However, if you're unable to choose or save a customer's name while creating invoices, I'll share another set of troubleshooting steps. This will address any potential browser-related or technical issues that can prevent you from doing this task. Here's how:
Use a private/incognito browsing session or restart your browser.
Feel free to ask additional questions or start new discussions if you require further assistance when recording bills, invoices, or any other types of transactions. The Community is available 24/7 to ensure you receive the support you need.
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