Skip to main content
T
TEBlack
February 28, 2025
Question

QB Online - Invoices / Job

  • February 28, 2025
  • 1 reply
  • 0 views

So, I just converted over to Online from Desktop.  The layout for Customers and Jobs is completely different in Online compared to Desktop.  When I generate an invoice the Bill To box, shows the Job name, and then the customers information and address.  I want just the name and address of the customer in the Bill To.  Is there a way to remove the Job name from this box.  I have looked everywhere.  When I edit the customer the Job Name is in the "Customer Display Name" , why is this, it's not the Customers name, it's the job that was in Desktop?  Does Online not work well with Customers and Jobs like Desktop did?    See the first picture.  Kitchen Cabinets was the job under the Customer in Desktop.  

1 reply

AccountantAtAcgile
AccountantAtAcgile
February 28, 2025

QuickBooks Online automatically includes the job name in the "Bill To" address if the invoice is tied to a job. To remove it, you need to adjust the "Customer Display Name" for the job. Edit the job, not the customer, and change the "Customer Display Name" to just the customer's name. This will affect how it shows on invoices related to that specific job. If you want to keep the job name for internal tracking, you'll need to use a different field, like "Job Name" or "Notes," and not the "Customer Display Name." Online handles jobs differently than Desktop, and the display name is used for the "Bill To" address.
I hope you'll get help with this.

    J
    Jelayca V
    February 28, 2025

    Yes, we can edit the Bill to field in the invoice or change the Customer display name in the customer profile, @TEBlack. I’d be glad to provide clarity on this and guide you through the process.

     

    In the Bill to section of your invoice, you can manually remove the project or job name by clicking on the field and deleting the name. This will ensure that only your customer's name is displayed.

     

    Alternatively, you can edit the Customer display name in the customer profile to reflect just the customer's name. By doing this, when you create an invoice for the project, it will clearly show the customer’s name without including the job name. Here’s how to make those changes:

     

    1. Navigate to the Projects menu and click on the project name.
    2. Under the project name, click on the customer's name, which will take you to the customer’s profile.
    3. Click the Edit button and update the Customer display name field as needed.
    4. Save your changes once you’re finished.

       

    You can then return to the Projects menu and create an invoice for that project.

     

    Moreover, when your customer pays the invoice, remember to record that payment to link it to the invoice and maintain balanced accounts.

     

    Additionally, we have a team of experts ready to offer personalized guidance on linking your accounts, automating tasks, and teaching best bookkeeping practices to enhance your efficiency. Check out QuickBooks Live Expert Assisted for more details.

     

    Your business deserves the best, and we are dedicated to ensuring your project and invoicing experience is smooth and hassle-free. Don’t hesitate to reach out whenever you need assistance.

    T
    TEBlackAuthor
    February 28, 2025

    @Jelayca V  - you can delete the job from the Bill To, but it returns as soon as you save.  So that does not work.  I don't see a project button on the desktop view.  I just don't understand why this is happening.  In the relm of Quickbooks it's always been

     

    Customer

      Job1

        Estimate Job1 and or Invoice Job1

      Job2

        Estimate Job2 and or Invoice Job2

    Terms & ConditionsAccessibility statement