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A warm welcome to the Community, philleeheatingse.
Helping you add your customer details when creating an invoice via QuickBooks Self-Employed app is my priority.
You'll need to "Allow" QuickBooks Self-Employed to access your phone book or address book so you can link it when creating an invoice.
This option will pop-up when you start adding your customer. Below are the steps to complete the process:
I'm sharing with you this article: Let your clients pay you online. It provides steps on how you can apply for online payments as well as who and where you can contact to follow-up on your application status.
However, if you're still unable to add the details, app's cache stored on your device may have caused this unexpected behavior.
Let's clear it so you can successfully sync the contacts on your phone when creating an invoice. I'll show you how.
If there's anything else I can help you with, please let me know. I'll be around to help you out.
I have offloaded the app and there is still no link on add new customer to my invoices from my phone book ???????
This is the same issue I’m having and I’m hoping to receive an answer as well.
were you able to find a solution?
I appreciate you for joining the thread, @benduren.
To add the details from your address book or phonebooks, I would recommend following the steps provided by my colleague RoseMarjorieA. Make sure to enable the system to access the details from your phone.
If that doesn't make any difference, I recommend clearing your device's cache to start fresh.
Here's how:
For more tips about the invoicing feature in QBSE, I recommend checking out this link: Create invoices in QuickBooks Self-Employed.
Please let me know how else I can help you with adding the customer's details to an invoice. I'm always here to help. Have a good one!
I’m having the same issue. Did anybody find a solution? I tried all the suggestions, I still can’t get to do it. Is that a feature QuickBooks Self-Employed doesn’t have?
Did you find a solution? I’m having the same issue?
Hey there, @sagrariotorres-y.
Thanks for joining the thread and following the recommended steps that were shared above.
Since you're still unable to see the address or phone book icon, I'd recommend reaching out to our customer support. This way, they can check your account and trace the cause of this issue. Here's how:
You can also check out our support hours to ensure that we address your concerns on time.
Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.
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