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Add a customer’s shipping address to invoices in QuickBooks

by Intuit3 Updated about 15 hours ago

Learn how to add a customer's shipping address to invoices in QuickBooks.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and QuickBooks Sole Trader.

If you’ve saved separate shipping and billing addresses for a customer in QuickBooks Online, you can show them both on an invoice.

Prerequisites

Customers need a separate shipping address saved before you can add it to invoices.

  1. Go to Sales and select Customers (Take me there).
    Note: If you are using QuickBooks Sole Trader, go to Customers and goals and select Customers.
  2. Select the name of the customer you want to edit.
  3. Select Edit.
  4. Under Shipping address, uncheck the Same as billing address checkbox and enter a unique shipping address.
    Note: If you are using QuickBooks Sole Trader, select Address, then follow Step 4.
  5. Select Save.

Add the shipping address to invoices

Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience.

Note: The old invoice layout or experience isn't available in QuickBooks Sole Trader.

  1. Select + New, then select Invoice.
  2. Select Add customer, then select a customer from the ▼ dropdown. 
  3. Create the rest of the invoice as you normally would.
  4. Select ⚙ Manage (if not already open), then select the Customisation ▼ dropdown.  
  5. Turn on the Ship to switch. A preview of the ship to address displays on the invoice. 
  6. When you’re done with your invoice, select Save and close.

Step 1: Turn on the shipping setting

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select the Sales tab.
  3. In the Sales form content section, select the edit icon ✎.
  4. Turn on the Shipping switch.
  5. Select Save, then Done.

Step 2: Create an invoice with the shipping address

Now that you’ve turned on the shipping setting, QuickBooks automatically adds your customer’s shipping address to invoices. When creating the invoice, you can edit the shipping address (if needed), on that single invoice. Here’s how:

  1. Select + New.
  2. Select Invoice.
  3. From the Customer ▼ dropdown, select a customer.
  4. In the Shipping to field, edit the address, if needed. 
  5. Create the rest of the invoice as you normally would. 
  6. Select Save or Save and close.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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