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kkirchner841
July 13, 2020
Question

How can I get phone number format corrected on statements?

  • July 13, 2020
  • 2 replies
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2 replies

BettyJaneB
BettyJaneB
July 13, 2020

Hi there, @kkirchner841.

 

You've got me here to share some insights about the phone number format in QuickBooks Online and how you can modify your number.

 

If you're referring to modifying your phone format number on the statement, you can do this from the Accounts and Settings. Before doing so, know that the system is using the default phone number format, which is ten digits (area code and 7-digit phone number), such as (555) 555-1234.

 

To edit your number:

  1. Click on the Gear icon at the top.
  2. Tap on Accounts and Settings.
  3. Refer to the Company tab.
  4. Under the Contact Info section, edit your phone number.
  5. Select on Done.

However, if you mean to change your customer's phone number, this can be done from their profiles.

 

Here's how:

  1. Click on the Sales menu at the left pane.
  2. Hit on Customers.
  3. On the Customers tab, choose the customer that you want to edit.
  4. Go to the Customer Details tab, then select Edit in the upper left.
  5. Enter the necessary changes.
  6. Press on Save once done.

Any changes made in the system will reflect on the statement.

 

To give you more insights about changing the business contact information and adding phone numbers on the sales transactions in QBO, please see these links attached:

Lastly, if you wish to customize your statement so you can have your desired phone number format, this option is currently unavailable. You can only customize the invoices, estimates and sales receipts.

 

I'll be around to lend a helping hand if you have any other questions. I'll make sure you;re taken care of. Have a lovely day!

K
kkirchner841Author
July 13, 2020

I should have been more clear as to what the issue was. It is the phone number on the statement that I wanted to fix and I have done all the steps indicated. In Accounts and Settings, it has you select the country (U.S.) and looks like this on the screen: +1 (410) 123-1234 (using 410 are code, 123-1234 as the number) but when saved, it then shows as +1 4101231234 on the settings page. But on the statement that prints, it shows as +41 01231234. Can't find a way to make it shows as (410) 123-1234 (or even 410 1231234 would be better). 

    DivinaMercy_N
    DivinaMercy_N
    July 13, 2020

    Thank you for getting back here in the Community, @kkirchner841.

     

    I appreciate you providing more details about your concern. Currently, the option to customize statements in QuickBooks Online is unavailable. Also, the phone number will depend on the default format that was saved in the company settings.  

     

    However, if in case you want to change your phone number, you can follow the steps provided by my colleague above. 

     

    If in case you want to modify or change your sales forms in QBO, you may visit this article: Customize form styles. It includes visual and textual instructions about the process. 

     

    Please know that you can always post here if you have any other questions. I'm always here to help. Take care always.  

    S
    Sanguis
    January 7, 2021

    I too was having this problem of the phone number format being wrong. I was able to fix it by removing +1 and providing only the 10 digit phone number. 

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