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LETx
March 2, 2023
Question

Customer and Subcustomer Address on Forms

  • March 2, 2023
  • 1 reply
  • 0 views

As a subcontractor, we often have many jobs (subcustomer) going for one contractor (customer). I am trying to format my estimates and invoices so they can have two addresses. One for the contractor - who we send all the information to. And one for the job - so the contractor knows which job the form is for.  I have tried to work around this by using the shipping address. 

 

When I go to edit the form and I click shipping in the content section, it gives me two addresses on my estimate and invoice, which is what I need. However, one is automatically labeled "address" (this is the customer) and the other is labeled "ship to" (this is the subcustomer). Also, on the invoice it automatically puts areas for "ship date" "ship via" and "tracking no". I don't need any of that as we are not shipping anything. And the label "ship to" on the second address is not right since, again, we aren't shipping anything to them.

 

Is there any way to get just two addresses on the form, without the shipping fields? And is it possible to change the names above the address fields?

 

I am attaching a sample of the form I have used for years in QB desktop. It has always been versatile enough for me to get things looking the way I want them to. While I enjoy the simplicity and convenience of QB online, this is the first time I have run into a problem that I couldn't find a workaround for. I can't be the only person that wants this. 

1 reply

M
MirriamM
March 2, 2023

Hi there, @LETx. Thanks for reaching out.

 

Right now, the option to get the two addresses on the estimate and invoice form and change the names above the address fields is unavailable in QuickBooks Online (QBO). In the meantime, you may consider looking for a third-party application to help you personalize the information you want to show on the form. To view a wide range of options, use specific keywords to narrow the search. You can check the reviews from other customers to help you decide which app suits your business type and needs.

 

To look for an app, here's how:

 

  1. On your QBO account, click Apps in the left menu. 
  2. Go to the Finds Apps tab.
  3. In the search tab, type in the app you're looking for.

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

For more details on how to customize your sales form in QBO, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For future reference, check out this article to learn how to receive invoice payments in QuickBooks Online. 

 

Additionally, I'm attaching our Community link if you need help adding, organizing, and sending invoices: Invoices and payments.

 

Please feel free to leave a comment below if you require any additional help handling transactions in QBO. We're to answer them for you. Have a great day.

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