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January 14, 2025
Question

Location of sale

  • January 14, 2025
  • 1 reply
  • 0 views

Currently my invoices all default to a Bill To field, a Ship To field and a Ship From field.

I can manually change this by removing shipping info and changing the ship from to our address to have the Location of Sale changed but I would like to have QBO default to this setting on each invoice.  Is there a way to do so?

 

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1 reply

January 14, 2025

Yes, it's certainly possible, MESAK26! I'm here to provide you with detailed information on managing invoice addresses in QuickBooks Online (QBO).

 

Please be aware that we have removed the image you attached for your safety, as it contained sensitive information.

 

The different fields on your invoice automatically populate based on the information you’ve set up for your company and the specific customer. The Bill to field displays the address entered in the customer's billing address, the Ship to field shows the shipping address you have on file, and the Ship from field reflects your company's business address.

 

You can edit each customer's address by following these steps:

 

  1. Go to Sales and select Customers.
  2. Open the customer's profile and click the Edit button.
  3. Navigate to the Addresses section.
  4. Input the necessary details.
  5. Once done, click Save.

 

Additionally, you can send statements to your customers to show summaries of their invoices, payments, credits, and balances.

 

Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining processes and providing tailored advice to meet your business's unique needs.

 

If you have any further questions about your invoices, please feel free to return to this thread, MESAK26. We’re here to assist you in any way we can.

MESAK26Author
January 16, 2025

Thank you for the response.  I was hoping that there was a company setting to apply to all customers, but it appears from your response that I will have to manually go in to each customer's profile and change that setting.  

This is an unfortunate update from QBO as I have upwards of 200 customers I will have to now change manually.  

If there is a more efficient option, I would be interested in that as well.

Thank you