Hello morley-krystal,
The accuracy of your contact details on an invoice to a customer helps ensure they're able to get in touch with you should they have any questions. Your name is an important part of that so they have an idea of who they're speaking with and can add a personal touch to your business. I'm happy to help you make sure your name is appearing on your invoices.
The first thing I'd like to do is ensure that you have your Work Info set up for your invoices. Here's how when using a browser.
- Select Invoices from the left menu.
- Choose Create invoice.
- Select Edit work info in the bottom toolbar.
- Ensure the Name field is filled out.
- Enter other details as necessary.
- Click Save.
Going forward, your name should appear as you'd like it. These steps don't work retroactively, so if you have a completed invoice that you'd like to change, simply re-open that invoice to make the changes.
When you're using the app instead of a browser to access the program, you can find the Invoice contact info section in your settings.
In the event your name still isn't displaying how you'd like it to, I recommend clearing your browser's cache. This makes sure there aren't temporary Internet files affecting how QuickBooks is working. check out this article to learn the steps for your browser: How do I clear my browser cache and temporary Internet files? Note that although it says QuickBooks Online on the article, the steps for general browser troubleshooting are the same. For the app, you can achieve the same thing by uninstalling and reinstalling the app.
If it's still not working, touch base with the QuickBooks Self-Employed team by following these steps.
- Select the Assistant tool.
- Type and enter "talk to human."
- Follow the prompts to reach an agent.
Check out this article to learn where to find the Assistant tool in the browser or app: Contact QuickBooks Self-Employed support
An agent will be happy to get you back on track with your invoicing. Don't be afraid to reach out!
