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July 29, 2020
Question

Why doesn't QuickBooks have a customer number field?

  • July 29, 2020
  • 2 replies
  • 0 views

I don't understand why the solution for wanting to add a customer number is to put it in the "Print on Check as" box. The only other option is to put it on the first line of the address. Am I missing something? Or is this common thing not available?

2 replies

Angelyn_T
July 29, 2020

Thank you for adding a post here on the Community page, @hdsds19.

 

I'm here to share some insights about the customer information in QuickBooks Online (QBO).

 

If you're trying to add the customer's mobile or phone number, you can enter the details under the Phone or Mobile section from the Customer information page. 

 

Here's how:

 

  1. Open your QBO account, then select Customer from Sales at the left pane.
  2. Click on the customer's name to open it.
  3. Select Edit beside New transaction.
  4. Type in the info under Phone or Mobile, then save.

However, if you're referring to the number of the customer from your record (order from the list), you can add it beside the display name. If you want to use the display name when printing the customer's checks, mark the box beside Print on check as display name.

 

In case you need an additional reference when managing your customers in QBO, feel free to open this link about how to add customers, sub-customers, delete or merge customers.

 

Also, open read our help articles for more tips while working with QuickBooks in the future.

 

I'm always here to help if you have any other QuickBooks questions. Mention my name and leave a comment below. Keep safe, @hdsds19!

hdsds19Author
July 29, 2020

I realize there is a place to put phone number, email, etc. What I am looking for from QuickBooks is for there to be a Customer Number field, Account Number field or Reference Number field, whatever you want to call it. I want a dedicated field to add an assigned reference number to customers instead of adding a number to the front of the customer name as you suggest. I came across many workarounds, but ideally it wouldn't be that complicated.

 

When working with a CRM, or other services having a customer number helps streamline integration.

July 29, 2020

Hello, hdsds19.

 

Thanks for getting back to us! I have an idea on where you can put your customer's account number in their profile. 

 

You might have come across this workaround, but you can add the customer number in the Company box. This box works best since it appears together with the address and complete customer's name (without overlapping any data). Here's an example: 

 

 

You don't need to add the customer number in the Print on Check as box (or anywhere where there's already an important data). There are several fields that you can use as well. Try adding it in Other or Notes. When integrating QuickBooks with your CRM, map these fields accordingly. 

 

A sample check preview:

 

 

An invoice sample: 

 

 

If you need to do other tasks in QuickBooks, our articles can help you out. Look for them in our Help Articles page.

 

Change the flag at the top header beside Go to QuickBooks.com if you're using a version in a different country. 

 

 

I'm always here to help if you have future questions about managing your customers. I also welcome any other concerns you might have for QuickBooks Online. Just let me know in the reply section below, and I'll get back to you as soon as possible. Take care out there. 

November 16, 2020

Hi all,

 

I must agree.. A customer account number is fundamental and key to locating payments and clients details much quicker. QB Desktop had this, so why can't QBO have it? Having a "work around" of awkward fix around is crazy.

 

Please can you just add an account number field?

Adrian_A
November 16, 2020

I appreciate you for joining this thread, Dominc.

 

As of now, the option to add an account number field isn't available. I'll take note of this idea.

 

In the meantime, you can try the workarounds shared by my colleagues above.

 

Feel free to visit our Help page if you have some How do I concern. We have laid articles here with detailed information.

 

I'm just a post-away if you have other concerns. Keep safe!