Customer phone numbers showing up on Printed estimates

Hello there, @welchmill. I appreciate you for reaching out to us and sharing your concern.

I can see the effort you've tried to get and track your customer phone numbers. We can only add the phone numbers to estimate or any transaction before printing them.

You can print an estimate including their phone numbers. This way,  you can view the customer's contact information without leaving the worksite.

To guide you further, you can follow these steps:

1. Log in to your QuickBooks Desktop company file.
2. Open the estimate you've created for a particular customer.
3. Select the Formatting menu.
4. Click the Customize Data Layout.
5. In the Header tab, tick the Screen and Print boxes.  (You can also utilize the Column tab to enter a phone number).
6. Enter a title. Example: Phone number.
7. Click OK.
   
   

When you create an invoice, make sure to enter the phone number in the given field. Let's take a look at the sample screenshot below:

This is how it looks like when you print it:

If you're experiencing printing issues, you can check these guides to resolve them:

• Learn how to resolve printing issues in QuickBooks Desktop.
• Troubleshoot PDF and Print problems with QuickBooks Desktop.

Know that I'm always here whenever you need assistance. Take care and stay safe always, welchmill.

Sorry, that didnt help. I am already doing that either by writing it in pencil on the estimate or by typing it into an unused item description box. All I want is for the same fields that are available in the invoice (up to two different phone numbers), and possibly the email address to show up on the estimates template as well. 

  With todays technology, one person's 'click' at Quickbooks headquarters could save many people dozens of labor hours a year. This shouldnt be a hard permission to add in one of the updates. 

Do you have any other options?

Thanks for letting us know with your ideas, @welchmill.

I know that having the option to autofill the estimate with the customer's phone number and email address the same with the invoice would benefit you and other businesses. Your thoughts can help our product grow more, and it's our pleasure to know new kinds of opportunities to boost your QuickBooks experience.

For now, I suggest submitting us feedback, so our Product Engineers will know that this is crucial to you and other businesses. Feel free to follow these steps:

1. In QuickBooks Desktop, click Help.
2. Select Send Feedback Online and then choose Product Suggestion.
   
3. Enter product suggestion details.
4. Select Send Feedback.
   

You can also check the QuickBooks Desktop App to see if you can integrate applications that could automatically fill customer phone numbers and email.

Additionally, you can check out this article for more details about personalizing your sales templates: Use and customize form templates. It includes how to import or export form templates.

In case you get reports like emailed invoices with text inconsistencies or printing sales templates without borders around fields. Here's your guide: Fix common issues when you use and customize templates.

If you have other concerns about showing some details to the customer's sales form, leave us a comment here. Please remember we're always here to assist you. Take care and more power to your business!

Dealing with the same issue here. Why can't I simply check a box to include the customers phone number on a printed copy of the estimate? 

Has this been fixed yet? If so, I can't figure it out yet..

We appreciate your presence in this conversation, Rachel.

I understand the importance of having the option to autofill the estimate with the customer's phone number, as it is relevant to your business. However, we can only add the info before printing them.

At times, we roll out enhancements based on our customer's requests. That said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

For detailed steps, you may utilize the steps provided by Jovychris_A. 

Moreover, I'll be sharing these references to guide you in personalizing form templates in QBDT: 

• Utilize and customize form templates
• Resolve template concerns in QBDT.

Feel at ease to get back to this thread if you have other concerns managing estimates in QuickBooks. I'll be more than happy to help. Please take care.