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O
Office503
January 12, 2025
Question

Company info on estimate and invoices

  • January 12, 2025
  • 1 reply
  • 0 views

How do I add my CCB number to my company information? I can’t find a field to add this important bit of info. I’m required to include my CCB number to all estimates and invoices. QBO doesn’t have a field in customizing the templates. I can’t find a field to enter a company registration number either. 

1 reply

J
Jovelyn_M1
January 12, 2025

Hi there, Office503.

 

Currently, the option to enter the CCB and CNR number to your company information doesn't have a field for you to be able to add the CCB and CNR number to it. However, I can provide a workaround for adding this to your invoices and estimates.

 

Here's how:

 

  1. Go to the Gear Icon.
  2. Click the Custom fields.
  3. Select the Add field.
  4. Enter a name in the Name field. For Example: "CCB Number" or "CNR number".
  5. Tick the All Sales forms and select the Print on forms checkbox to display the custom field on printed and delivered forms. If not selected, it will only be visible in QuickBooks Online.
  6. Hit Save.

 

For more details, refer to this article Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online. This article also explains how you can personalize your sales forms to enhance your business branding in QuickBooks Online (QBO).

 

Additionally, I'm adding this resource for future reference to help you process an ACH bank transfer for your customer’s invoice in QuickBooks Online: Process an ACH bank transfer from a customer in QuickBooks Online.

 

We are here to assist you as you explore these options regarding how to enter the CCB and CNR number fields into your estimates and invoice. Don't hesitate to reach out through this channel, we look forward to helping you improve your experience with QuickBooks.

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