Yes, sorry. We are on QB OnLine, and starting yesterday afternoon, we started receiving that error when trying to access a customer's (actually donor since we are a non-profit) transactions. The path from the left-side menu is: "Donors & Leads" > "Donors." Then we select a donor, and instead of displaying the transaction in the window below, we get the "unexpected error."

JamaicaA

QuickBooks Team

Viewing customer transactions is essential to monitor sales or business activities, so let me help you connect with our support team to eliminate the error, Steve.

To get this issue investigated thoroughly, I recommend contacting our live experts. They have specialized tools and resources to address this situation. Although we're unable to provide the exact turnaround time, please know that we're prioritizing this matter.

Here's how:

Go to the Help icon on the top menu.
Select the Search tab and enter your concern. For instance, enter help.
Click the Contact Us button and choose between Chat or Callback to connect with us.

To reach us at your convenience, note our Support Hours under QuickBooks Online in this article: Get help with QuickBooks products and services.

Once resolved, you can personalize templates according to your needs. For more information, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Furthermore, create and send customer statements to remind them about their upcoming deadlines and receive your receivables on time.

Tag me in the comment section if you need assistance managing customer entries. If you also require support tailoring sales forms or sending statements in the future, add them to your response.

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