Can the company information reflect the customer facing address information in QuickBooks Estimates on the app? When I used QBonline it is correct, but not in the app.

I'd love to provide you with information regarding this matter, scottstrimanduph.

When you use QuickBooks Online (QBO) on the web and the QBO app, the data on both platforms should be the same. However, if you have multiple QBO accounts and accidentally log in to a different account on the mobile app, this can lead to discrepancies in your customer information when creating an estimate. To prevent this, make sure you are logged in to the same account on both the QuickBooks web and mobile app.

Just in case you want to convert the estimate to an invoice, you can visit this article for guidance: Convert an estimate into an invoice in QuickBooks Online.

Feel free to leave a comment below if you have further questions about your customer's information when creating an estimate. I'll be here to lend a hand.

I am using the same account for both QBO and the QBapp, when I create and view the estimate in the QBapp it then show the company's address and my EIN number rather than show the companies customer facing address.   If I create the estimate using QBO web it has would have the customer facing address listed, the same as my invoice. This was previously working until the templates were changed by QB for Estimates and Invoices. 

We appreciate your coming back in the thread and for giving additional information about your concern, @scottstrimanduph. I'll guide you with the customer-facing address information using the QuickBooks Online (QBO) web and QBO app.

It's imperative that the data on both platforms of QBO, whether on the web or app, remain the same. Since it is showing differently on your QBO app, I advise performing some basic troubleshooting to rule out the possibility of having issues. Know that it accumulates temporary files that can affect your experience. Too much data can sometimes change how your QBO company behaves, resulting in errors when performing tasks. To proceed, follow the steps below on how:

1. In your QuickBooks Online Mobile App, select the Gear icon.
2. Choose the Refresh Data menu.
3. Tap Yes.

To solve any ongoing issues, it is also advised to refresh your QBO records on your phone. Here's how:

Android Settings:

1. Go to Settings and select Apps.
2. Choose QuickBooks Online and click on Storage.
3. Select Clear Data.

iOS Settings:

1. In Settings, click General.
2. Select iPhone Storage and choose the QuickBooks Online app.
3. Hit Offload App.

If the issue persists, reaching the team support is recommended. They can investigate this matter further and find the possible root cause and a resolution. Follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select the Search tab to get started:

• Search: Search the QuickBooks Online knowledge base directly, or choose Contact Us and decide a way to connect with us:
• Start a chat with a support expert.
• Get a call back from the next available expert.

If you wish to personalize your sales forms using QBO web, you can by modifying your template and tailor it to best fit your business preferences.

Lastly, please let us know how it goes. You can visit us anytime if you need further assistance when creating estimates. We're here 24/7 to assist you. Keep safe.