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A
AndySP
February 9, 2022
Question

How can I transfer contact name from Sales Orders to Invoices?

  • February 9, 2022
  • 1 reply
  • 0 views

Hi all,

 

Hopefully a simple question, but I can't seem to find the right setting anywhere. On my companies Sales Orders, a contact name is put in under Contact, but when you go to create the Invoice from that Sales Order, everything transfers over EXCEPT the contact name. Is there a way to fix this?

 

Thank you!

Andy

1 reply

L
LeizylM
February 9, 2022

Thank you for posting here on the Community page, AndySP.

 

I can see how it's needed the detailed contact name carry over to the customer's invoice.

 

Let's make sure that the contact name is set up correctly in the customer's profile. This way, this customer's information will display on the invoice in QuickBooks Desktop. To check here's how:

 

1. Go to the Customers menu and select Customer center. 

2. Click the name of the customer.

3. Edit the information if  necessary.

4. Once done click OK.

 

If everything is correct and still getting the same issue, we can run the Verify/Rebuild Data to help fixed the issue.

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Verify Data. Then, select OK to close all windows.
  4. Then, go back to the File menu.
  5. Select Rebuild Data under Utilities.
  6. QuickBooks will ask you to make a backup before rebuilding your company file.
  7. Hit OK.
  8. Once the rebuild is done, click OK again.

 

You can check out this helpful article for your reference: Resolve data damage.

 

In case you'll want to personalize and add specific info to sales forms. Please refer to this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.

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