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Buy nowWhen I print invoices the contact name is showing up at the top of the billing/shipping address. this is a problem because often times the contact person is a buying agent and has nothing to do with billing and shipping.
Hello there, @Jared40.
Welcome to the Community. Allow me to share a few details about the contact name showing up on the Bill Address section of your sales transaction.
At this time, removing the contact name from the Billing Address field is unavailable. Once you select a customer for the transaction, the name will show automatically.
You can also send your product suggestions by going to the following link: QuickBooks Online Feature Requests.
While this isn’t yet available, you may check out QBO’s supported third-party apps with a sales transaction template that would allow you to make this change. Just head to the QuickBooks App Center and search for a keyword like Sales Template to get started.
Please know you can always reach me here should you need any help with QuickBooks. I want to ensure your success. Have a great day and take care.
I also have the same problem. In fact, I'm having to remove the contact name from all the data fields FOR OUR ENTIRE CUSTOMER BASE in order to fix the problem.
A VERY simple fix to this seems to me to be allowing the 'Display As' field to also control what appears in the Bill To & Ship To fields on invoices. In our case, I've had to remove this important information from the customer data (the contact person IS the second most important detail for each account so that's a HUGE issue for us). This is because many of my customer's accounting departments apparently have a 'legal' issue with the manager/contact name being present in the bill to and are kicking back all of our invoices. I have now had to go through 100s of customer accounts and remove the contact name entirely to fix this issue. Thanks!
We just started using QBs in September after MONTHS of me pleading my boss to move from Sage (where we had a great deal of customization available for forms/reports). I'm starting to regret it immensly and we will probably being going back to Sage. This is the 2nd issue where we are unable to do very simple customizations that are significantly affecting our ability to use the product.
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