QuickBooks HelpQuickBooksHelpIntuit

Add a customer's phone number to transactions

by Intuit•5• Updated about 1 hour ago

If you add a customer's phone number in the customer details pane, it won't automatically show on sales transactions, such as estimates, invoices, and sales receipts. If you want the phone number to appear on sale transactions, create a new custom field to display the customer’s phone number.



Prerequisites

To add a customer’s phone number to transactions in QuickBooks Online, create a new custom field to hold it. Up to three custom fields can be set to print on any specific type of form.

Create a custom Contact phone number field

  1. Go to Settings Settings gear icon. and select Custom fields (Take me there).
  2. Select Add field.
    Note: If you're creating a custom field for the first time, select Add custom field.
  3. In the Name field enter Contact phone number.
  4. From the Data type â–Ľ dropdown, select Text and number.
  5. From the Select category section, select Customer.
  6. From the Select forms section, select the checkbox next to each type of form.
  7. For each form you want to show the custom field on, turn on Print on form.
  8. Select Save.

Note: Once you’ve created a custom field, you can make it inactive, but you can’t delete it from previous transactions.

If your account does not support custom fields, use the Bill to or Billing Address field instead.



Add a phone number to all transactions for a customer

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select a customer.
  3. Select Edit.
  4. In the Contact phone number custom field, enter the phone number you want to include in all transactions.
  5. Select Save.

Note: If your QuickBooks account doesn't support custom fields, add the phone number to the Name and contact section instead.



Add a phone number to a single transaction

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select a customer. Then select the Transaction List tab
  3. Select the transaction you want to edit, then select Edit or Edit invoice.
  4. In the Contact phone number custom field, enter the phone number you want to include.
  5. Select Save and close.

Note: If your QuickBooks account doesn't support custom fields, add the phone number to the Bill to or Billing Address field instead.

Related link