Question

How do I remove shipping from invoices/customers? We don't ship.

Forum|Forum|2 years ago
September 14, 2023
5 replies
0 views

Shipping keeps showing up on invoices and now shipping tax is. I don't know how why what.

QuickBooks Online

The option to disable the shipping information in the Customer section is unavailable in QuickBooks Online (QBO). However, you have the option to remove the shipping information from the invoice. Let me walk you through the steps for a seamless process:

In your QBO account, go to the Gear icon, then select Accounts and settings.
Navigate to the Sales tab, then turn off the Shipping in the Sales Form Content section.
Once ready, click on Save, then Done

You can also check on your Custom Forms Styles section and make sure that the Shipping box is unchecked. Here's how:

Go to the Gear icon, then click on Custom Forms Styles.
Select a template and click on the Content tab.
Click on the upper section of the template.
Under the Display portion, make sure that the Shipping box is unchecked.

Additionally, you might want to explore this article that provides guidance on how to apply discounts to invoices and sales receipts: Add a discount to an invoice or sales receipt in QuickBooks Online.

Whenever you require assistance in managing your sales forms in QuickBooks, I'm just a comment away. Rest assured, I'll respond promptly and offer the help you need.

S

suzannek1Author

I turned that off a while ago. the invoices auto check shipping. When I open up the gear in invoices , it is unchecked but the shipping info is still on the invoice. So I have to click it on and then click it off. Hopefully the new invoices will not have this issue.

Q

Q_B_O_MaximumPain

I also have this issue. Shipping date is turned off in Accounts and Settings > Sales form content and unchecked in my Custom form styles.

GDS

I'm also having the same issue. When I have the invoice, the shipping is off, but once I click email and close the shipping autogenerate on. So now I click save first, remove shipping by just deleting the shipping address, save, and repeat about how ever many times needed. FINALLY, when the shipping address stays off, I click email & close. As an extra precaution I open that invoice again to make sure the shipping address is off, and tax is correct. This is definitely a bug that needs to be fixed.

S

ShyMae

I appreciate you sharing your concern here in the Community, @ GDS.

I understand the importance of a streamlined invoicing process, which includes the option to remove shipping addresses.

If you've followed the instructions provided by my colleague but still see the shipping address in your invoices, let's use a private browser or incognito mode to rule out any browser-related issues. You can use the following keyboard shortcuts:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox
Control + Option +P if you're using Safari
Ctrl + Shift + P for Microsoft Edge

Additionally, I recommend clearing your cache. This allows you to refresh the website preferences, which may be causing issue when using QBO.

Furthermore, I'd like to ask a few questions to assist you further. Have you encountered any errors while removing the shipping address from the Custom Form Styles? If so, can you provide a screenshot of the error message?

For future tasks, you can send invoices over time as you work off an estimate and print your invoices in QuickBooks. Refer to these resources for guidance:

If you require further assistance with your invoices, please feel free to reach out to us. We are always here to help you.

U

UserOfYourApp

Your instruction (suggestion) to turn off shipping info in the setting does not work.

That option was already turned off prior to the [forced] update...turning on then off also does not work.

I've tried your way and they don't work. Logging in incognito mode does nothing and unlikely have anything to do with setting up invoice to turn off shipping info.

This is a bug in your application.

Fix it.

B

Ben B

Yep!

Just joining to say we have been having this issue for a long time now. Not sure how long. Probably a couple of years.

Every. Single. Time. we create a new invoice we have to remove what QBO auto populates into the shipping field... Even if shipping is turned off.

I thought it was just bad design but I see it's a bug. It's ridiculous and totally unacceptable that this hasn't been fixed yet.

D

darrellsautorepair

Same issue. Shipping is turned off but it still auto-populates and needs to be turned off for each invoice and on top of that, I am the only one who has the option to customize each invoice and turn it off. Sales tax is an absolute nightmare as I have to work to clean up all these invoices so sales tax is calculated correctly. This is obviously a bug that needs to be fixed. More importantly than this being a convenience/added labor problem, it is a compliance/legal issue to calculate sales tax. I am sure my state is not going to accept me saying that "it is a Quickbooks glitch". Additionally all my sales tax revenue should be going to my county not all over the state because it shows it was shipped and not picked up from my location.

S

Shania_C

Before that, we understand the frustration of not having this process as anticipated and the significance of getting this fixed as quickly as possible @Darrell11. I understand the importance of a smoothly functioning QuickBooks Online (QBO). I'll be happy to assist you.

If you already performed the troubleshooting step above and still the issue persists, I recommend contacting our Customer Support Team. They will be able to investigate the matter further and create an investigation ticket if other users are experiencing the same issue. Here's how:

Sign in to your QuickBooks Online company.
Select Help (?).
Select either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:

Start a chat with a support expert.
Get a call back from the next available expert.
Ask the community to get help from businesses like yours

Please make sure to review their Support hours to know when agents are available.

Furthermore, here are some articles you can check to use for your future work:

Please leave a reply if you have other concerns and clarification with shipping from invoices/customers in QuickBooks Online. The Community is here to help. Keeps Safe!

T

tierpin

Seriously QB, wtf? This thread started in September 2023 and it is still not fixed. What do we even pay you? The "we are working on it" excuse it not valid anymore as it is almost April 2024! You keep raising rates but quality goes down. As an engineer myself, I know this fix is easy enough -- just prioritize it instead of the thousand more prompts added to the screen each day.

G

Gamble1985

TO FIX THIS ISSUE DUE THE FOLLOWING.
-Go to customers and leads on the left tab.
-Click customer of choice

-Click Edit tab next to green New transaction

-Scroll down to addresses and at the bottom of the tab unclick shipping address box.
-delete any info that may populate after clicking the box and save.

P

Pottery Island

Your telling us that we have to go into each and every customer to fix this issue. some businesses like us have thousands of customers. Then what is the "shipping" on/off selection for on the invoice settings if not to control these fields.

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