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Ivona
Level 1

Quickbooks monthly invoice

Hello, 

 

I have experienced a problem, that on monthly invoice in section bill to, i see mine name and surname (an accountant who created profile for the company). How could i eliminate my name and surname from it?

 

Thank you in advance 

3 Comments 3
Jen_D
Moderator

Quickbooks monthly invoice

It's nice to see you in this forum, @Ivona,

 

I want to make sure you're able to sort this out. If you are referring to a customer invoice, if you see a duplicate customer name in the Billing address section, like the screenshot below, this is a default feature in QuickBooks. The system will automatically add the client name above the address, but you can always edit it by manually removing the information there.

 

However, if this is the first time you encounter this hitch, and your name is not there before, try opening your account in a private browser. Unexpected behaviors can be brought about by problems in the web pages. To check if this issue is caused by the data in the cache, have them open the the invite in a private browser and see if it's showing the same behavior.

 

This method prevents cookies from being stored on the computer, making it a great place to identify browser problems.

 

Use any of these keyboard shortcuts depending on the browser you're using:

 

Google Chrome: press Ctrl Shift N  
Mozilla Firefox: press Ctrl Shift P
Safari: press Command Shift N

 

If it works, clear the browser's cache to remove the history or log files so you can start with a clean slate.

 

I want to make sure this is resolved immediately. I'll be right here if you need further help, just leave a comment below. Have a nice day!

Ivona
Level 1

Quickbooks monthly invoice

Hi, i mean invoice which is provided by quickbooks for monthly invoice for using quickbooks system. 

 

Can you please advise on same issue but invoice is provided by quickbooks. 

MichelleBh
Moderator

Quickbooks monthly invoice

Thanks for the fast reply and clarifying about this, @Ivona.

 

I've obtained the steps on how to fix the bill section on your invoice subscription in QuickBooks Online (QBO). 

 

You can eliminate your full name in your invoice subscription by logging into your Intuit account. 

 

Here's how: 

  1. Go to accounts.intuit.com, then log in to your QBO credentials. 
  2. Click the Products & billing tab. 
  3. Choose your product on the list, and review the data. 
  4. Follow the online instructions on how to update the billing information.  
  5. You can also click the Personal info button and check the details. 

 

Once this is done, the billing section of your invoice subscription will be updated going forward.

 

If the issue persists, I'd recommend contacting our Customer Care Team. They can review your billing information and provide further steps to troubleshoot.

 

Here's how: 

  1. Go to the Help menu, then click Contact Us
  2. Type your concern in the box and tap Let's talk
  3. Choose either Get a call or Start a chat
  4. Complete the required data and submit the request.

 

Make sure to contact them within working hours to ensure we can respond quickly to your concerns.

 

In addition, see the following articles about handling your payment method, Intuit charges, billing schedules, and other related matters. 

 

 

I love answering questions, so please feel free to post it here again if you need help. Maintain safety at all times. 

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