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June 18, 2024
Question

Is there a way when you are in invoices and pull up a customer to have their phone number shown? I have to leave and go to customers to get their phone number.

  • June 18, 2024
  • 1 reply
  • 0 views
When going through who owes me money on my app in the phone I pull up invoices and I can find them easily. But when I open it it always shows address and no phone number. So I have to leave and look them up via customers to make a phone call

1 reply

June 18, 2024

We appreciate you reaching out to this forum regarding your concern, Dave.

 

The option to pull up a customer to have their phone number shown while you're on the invoice page is currently unavailable in the QuickBooks Online (QBO) app. It's indeed beneficial to your business as it allows you to communicate with your customers efficiently. Hence, I recommend sending feedback directly to our product engineers. They'll gather all your suggestions and might consider them when working with future updates to enhance the customer experience when performing various business tasks.

 

If you're using an Android device, here's how:

 

  1. Click the Menu button, then tap the Gear icon.
  2. In the upper-right corner, select the vertical ellipsis icon.
  3. Choose Feedback and enter your product improvement ideas.
  4. Hit Send Feedback.

 

While you can proceed to these steps if you're utilizing an iOS device:

 

  1. Head to the Menu icon.
  2. Choose Help & Feedback, then App Feedback.
  3. Key in product improvement ideas.

 

On the other hand, consider reviewing this material to familiarize the different features available in the application: Compare mobile app features.

 

Do you need additional help managing your invoices and reviewing customer information in QuickBooks Online? You can notify me in this thread. I can provide resolutions or workarounds to help address any of your concerns.