Display customer phone number on estimate - QBO

MayaCwl · ‎August 22, 2023

Hello,

Is that possible to have customer's phone number displayed on the printed estimates?

I know this can be done on QBDT.

Thank you.

Amanda-B · ‎August 22, 2023

Hey there MayaCwl,

Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

The customer phone number doesn't flow into the sales transactions (estimates, invoices, sales receipts). However as a workaround, follow these steps;

1. Click on customers on the left.
2. Click on customer name and edit their information.
3. You can add customer phone under the Billing Address or use the Country field.
4. Save.

If you have any other questions, feel free to reach back out to us here.

View solution in original post

Amanda-B · ‎August 22, 2023

Hey there MayaCwl,

Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

The customer phone number doesn't flow into the sales transactions (estimates, invoices, sales receipts). However as a workaround, follow these steps;

1. Click on customers on the left.
2. Click on customer name and edit their information.
3. You can add customer phone under the Billing Address or use the Country field.
4. Save.

If you have any other questions, feel free to reach back out to us here.

MayaCwl · ‎August 23, 2023

Thank you.

JamesM4 · ‎August 23, 2023

You're welcome. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the day.

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Display customer phone number on estimate - QBO