Employee names are not being displayed on invoices.

I’m happy to help you display the customer’s name on your invoices, @Tooba2.

I replicated this concern on my test file and it works well. With this, I suggest performing some troubleshooting steps to verify if it’s a browser issue. Let’s start by logging in your account using a private browser or incognito.

Here are the shortcut keys:

• For Google Chrome, press Ctrl+ Shift + N.
• For Mozilla Firefox and Microsoft Edge, press Ctrl + Shift + P.
• For Safari, press Command + Shift + N.

Once done, you can try to check if the employee name is visible on the invoice. Then, you'll need to clear your cache in your regular browser.  Otherwise, use other supported browsers. This way, it will help improve the performance of your device.

If you're referring to the name that appears on invoices when printing, you can tick the Use display name checkbox under Customer information.

Here’s how:

1. On the left pane, click Sales.
2. Select Customers.
3. Choose a customer and click Edit beside New transaction.
4. Under the Display name as column, enter the name you want to appear on the invoice.
5. Tick the Print on check as checkbox.
6. Tap Save.

I’ve added this article if you want to personalize your invoices in QuickBooks Online. It'll help you customize your template and its appearance of your sales form.

For reference, you can visit this article to record your invoice payments. It includes the steps that'll guide you along the process.

In case you'll need assistance in dealing with your invoices , don't hesitate to get back on this thread. I’m always here to help you.

Dear JamaicaA (Quickbooks Team)

Your comment has no relevance to the incident raised by Tooba2. 

Please confirm if the employe name option which was described by Tooba2 is an open issue and when is the target reolution for this.

Thanks.

Thanks for joining in the conversation, @Hunts.

Allow me to chime in on this thread to clarify things and provide additional information.

But before we get started, I'd like to ask in which instance you'd like to add your employee name to the invoices. Any additional information or screenshot will be much appreciated. With this, I'll be able to visualize your scenario and provide you with a suitable solution.

However, I don't want you to go empty-handed so I'm going to provide you with some information. Normally, an invoice is a transaction involving customers and the company. However, if you've added your employees as customers, they will reflect in the Customer Name field.

Additionally, QuickBooks Online offers a new experience for estimates and invoices to our valued users to help you land jobs, keep moving, and get paid faster. To know more about this, feel free to browse through this article:  See what's new with estimates and invoices in QuickBooks Online.

I'll be putting an eye out for your reply and as always, you can ping me here in the comment section if you need further assistance in managing your invoices in QBO. Keep safe.

I am having the same problem ever since the new invoicing layout was implemented in QB online. I invoice my employees time per customer and each task is employee specific. When printing or sending via email, no employee names are propagated, but there is a dash as if it is trying to do so. It is very frustrating and makes me look unprofessional as my billing is monthly and I just had to send it out regardless. I will report back if I find some cure for this, but I believe it to be the new programming of the invoicing interface, just a bug that need to be fixed.

I understand the importance of seeing the customer's name when printing the invoices, @DudeMan. 

Upon checking here, there's an ongoing investigation (INV-97162) related to your concern. Please be assured that our product engineers are working diligently to resolve this issue.

If you'd like to stay updated on the investigation and be added to the list of affected users, I recommend contacting our customer care support team. You'll also receive a notification as soon as the issue is resolved. 

To reach our support team, you can follow these steps:

1. In your QuickBooks Online account, go to the Help menu.
2. Hover to the Search tab, then click Contact Us.
3. Type in a short description of your issue and concern in the box provided.
4. Click Continue.
5. Select the Chat or Callback option.

Furthermore, if you've received a payment from your customer, you can record it in QuickBooks to mark the invoices as paid. 

I'm here willing to assist you further if you need assistance managing your invoices. Use the reply button to submit your response. I'd appreciate your patience and understanding while we look into this further. We will keep you updated on any developments and resolutions.

I also need to include my employee's names to invoices.  Each line item on the invoice needs to have the date of service, the item, the item description, the name of the employee who performed the service, the quantity, the price, the amount owed.  

Is this possible in Quickbooks Online?  I found the checkbox to "add employee name" but it does not seem to be adding anything to the invoice.  Is this a known issue?  Is there a workaround? 

We appreciate you visiting the Community, hollychris24.

There have been reported cases regarding the missing employee name on invoices for billable expenses. Currently, we're still in the process of gathering more data from affected users.

In the meantime, let's troubleshoot your browser and utilize a private window to resolve corrupted cache-related issues. It usually causes unexpected behavior when working in QuickBooks Online.

You can follow these keyboard shortcuts depending on your browser:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

Once it works, clear the cache from your regular browser to refresh the website's preferences. Also, use a supported browser for the best and most secure experience.

However, you can contact our Customer Support Team to be added to the list of affected users and receive timely updates via email if the issue persists.

On the other hand, you might want to review these materials to help you receive customer payments and manage your sales forms:

• Record an invoice payment
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Update us in the Community for questions or clarifications when managing invoices and other related concerns in QuickBooks Online. We're here to lend a hand.

It seems you did not understand the question asked.

We are not asking about customer names. That is easy.

We are asking about employee names on each line item of an invoice. I have many employees/workers whose time I bill out. It should be clear on each line of the invoice which worker it pertains to. I don't understand how this is so difficult.

PS, your login system is very broken. I had to use a new browser to log in and post here.

No. Employees are not customers.

An invoice has many parts. The header, describing To/From. The footer with some pertinent details. And the main part, all the line items that add up to some total.

Each of those line items in the main part, for labor hours, is associated with an individual worker/employee. Why can't I easily display my employee's name in a column next to the description?

I understand how beneficial it is in your business to easily display your employee's name in a column next to the description of the invoice, Cinder.

In QuickBooks Online's (QBO) new invoice layout, the ability to include the employee's name associated with the billable time charge is currently unavailable. Thus, I recommend sending feedback directly to our product engineers. We highly value your suggestions and consider them while making product updates.

1. Navigate to the Gear icon.
2. In the Profile column, select Feedback.
3. Enter your comments or feedback suggestions.
4. Lastly, click the Next button.

In the meantime, you'll need to manually enter the employee's name in the description box.

Furthermore, to personalize and add specific details to your sales forms, you can visit this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to drop in anytime if you have questions about the status of your product request or any QuickBooks-related concerns. We're always here to help. Stay safe.

Has this issue been resolved to include the employees name on the same line as his/her time is on for which the invoice is created?  The quickbooks desktop version had no problem.  This is a standard for all businesses to create an invoice based on time and whom did the work.

I hope this issue is resolved soon as QBO was suppose to be better than the desktop version.

Thanks!

Todd

Has this issue been resolved to include the employees name on the same line as his/her time is on for which the invoice is created?  The quickbooks desktop version had no problem.  This is a standard for all businesses to create an invoice based on time and the employee who did the work.

I hope this issue is resolved soon as QBO was suppose to be better than the desktop version.

Thanks!

Todd

Currently, the ability to add employees to an invoice is unavailable, @r-todd. With that, I'm here to share the steps in sending a product feedback to our engineering team.

We are committed to delivering the best possible experience with our product. Thus, I encourage you to submit a product request to allow the addition of employee names to the invoice line items. This way, they may consider incorporating this feature in the future product updates. 

To send one, here's how: 

1. Go to the Gear icon menu at the top, then select Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

Moreover, you can read this article if you want to manage an employee who's working outside your state: Set up employees and payroll taxes in a new state. 

Feel free to reach out to this forum if you have other question about managing your invoice and employee in QuickBooks. The Community space is always available at your service.

How do you achieve this in QBD? I've been trying to do this forever!

How do you achieve this in QBD? I've been trying to do this forever!

You can display the employee's name on your invoices by adding a column, Cinderblock. I'd be happy to guide you through the process.

While QuickBooks Desktop doesn't include a default column for employee names on invoices, you can easily add a custom field to the invoice template to incorporate employee names as a column when creating invoices. Let me guide you on how:

1. Go to the Lists menu and select Templates.
2. Select the template that you would like to edit.
3. Click the Edit button.
4. Click the Additional Customization button at the bottom of the screen.
5. In the Column section, put a checkmark beside Other, and in the Title Name field, enter Employee Name.
6. Once finished, select OK twice to save the changes.

Then, manually add the employee's name when creating invoice. For more details on how to customize your fields, see this article: Create and use custom fields in QuickBooks Desktop.

Also, we want to let you know that we value and appreciate all feedback and suggestions related to our products. You can directly submit them to our product engineering team so that employee names will be visible when creating invoice in the future. Just click this link: How do I submit feedback?

You may also want to check out this article if you need help with the standard process for creating sales transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

If you mean something else, please let me know and I'd appreciate it if you can give us additional information about your concern.

Please feel free to comment below if you have any other feature concerns or questions about invoices in QBDT. I'm always ready to help.