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May 18, 2023
Question

On creating a new quote when typing in the phone number in the correct column it does not appear on the printed copy ?

  • May 18, 2023
  • 1 reply
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1 reply

May 18, 2023

Hi, @info1146. I'm here to help show the phone number on the printed copy.

 

QuickBooks Online (QBO) allows you to add the phone number when creating quotes and you can always view the number when printing it.

When setting up this template, ensure to put a checkmark under the phone number and choose the exact template when creating a quote. I'll show you how:
 

  1. Go to the Gear icon.
  2. Select Custom form style.
  3. In the form styles lists, select the template you want to edit. You can choose the Standard template.
  4. Click Edit under the Action column.
  5. Select the Content tab and click the Header.
  6. Make sure to put a checkmark under the phone column.
  7. Click Done.

 

After the steps and you still get the same result, you'll want to check out this article that will list down all steps on how to resolve issues when printing in QBO: Resolve PDF printing issues.

 

Also, you can check this link for more steps about how to create and send quotes  and customise invoices, quotes, and sales receipts in QBO.

 

For your reference, you can check out this article on how to convert a quote into an invoice in QuickBooks Online using web browser


Drop a comment if you have additional concerns related to the quote. We'll be sure to get back to you. Take care.