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Aug 22, 2023 6:14 PM UTC
Solved

Display customer phone number on estimate - QBO

Hello,

Is that possible to have customer's phone number displayed on the printed estimates?

I know this can be done on QBDT. 

Thank you.

Amanda-BAnswer
Aug 22, 2023 7:43 PM UTC

Hey there MayaCwl,

 

Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

 

The customer phone number doesn't flow into the sales transactions (estimates, invoices, sales receipts). However as a workaround, follow these steps;


1. Click on customers on the left.
2. Click on customer name and edit their information.
3. You can add customer phone under the Billing Address or use the Country field.
4. Save.

 

If you have any other questions, feel free to reach back out to us here.

3 replies

Amanda-BAnswer
Aug 22, 2023 7:43 PM UTC

Hey there MayaCwl,

 

Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

 

The customer phone number doesn't flow into the sales transactions (estimates, invoices, sales receipts). However as a workaround, follow these steps;


1. Click on customers on the left.
2. Click on customer name and edit their information.
3. You can add customer phone under the Billing Address or use the Country field.
4. Save.

 

If you have any other questions, feel free to reach back out to us here.

MayaCwlAuthor
Aug 23, 2023 1:34 PM UTC

Thank you.

Aug 23, 2023 1:37 PM UTC

You're welcome. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the day. 🙂