Question

Customer Phone Number not appearing in Estimate Report

Forum|Forum|3 years ago
January 26, 2023
1 reply
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When I open the standard report "Estimate by Customer" It allows to add additional columns. When I add Phone Number - the column shows up as blank, even though the phone numbers have all been entered for each customer.

In addition it seems impossible to have the customer phone number show on invoices and estimates making it more work to go and look for the customer contact info.

Am i missing something here? Is this a glitch within QBO?

QuickBooks Online

T

Trish_T

Hi stacyeverflow,

Welcome to Community! QuickBooks Online provides the flexibility you need to see what matters most on your reports. I'd be glad to assist!

Here's how to add Customer phone numbers to the Estimate by Customer report;

1. Open the Estimate by Customer report and enter the desired Report period

2. Click on the small ⚙, in the top right of the report

3. Select Show more

4. Checkmark the box next to Phone number and any other items as you see necessary

You're all set!

With regards to your invoices and estimates, the customer center doesn't flow into sales transactions. However, as a workaround you can add it to their billing address section so it appears on all sales transactions you create for a specific customer. Here's a helpful guide for your reference.

If you have any other questions, please feel free to reach back out. We're always happy to help!