cancel
Showing results for 
Search instead for 
Did you mean: 
philleeheatingse
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

 
8 Comments 8
Rose-A
Moderator

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

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:

 

  1. On the Invoice screen, click the Plus icon +.
  2. Click Add customer.
  3. Click the Address book icon or phone book icon.
  4. Hit OK to access your address book.
  5. Your phone contact list will pop-up. Select the customer's name. The Customer details will automatically filled out.
  6. Hit Add.

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.

 

  1. Go to Settings.
  2. Under General. select Storage.
  3. Select your QuickBooks app.
  4. Click Offload App.

If there's anything else I can help you with, please let me know. I'll be around to help you out.

philleeheatingse
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

I have offloaded the app and there is still no link on add new customer to my invoices from my phone book ???????

philleeheatingse
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

2A4D16D5-DD4F-4EB2-84A1-8993037D430B.png

 

benduren
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

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?

Angelyn_T
QuickBooks Team

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

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.

 

  1. From the Customer section, tap on the phonebook icon.
  2. Once a pop-up appears, hit OK to allow QuickBooks to add the customer's information.
  3. Follow the on-screen instructions to complete the process.

If that doesn't make any difference, I recommend clearing your device's cache to start fresh.

 

Here's how:

 

  1. To clear cache completely, go to Settings, then click on Safari.
  2. Tap Clear History and Website Data.
  3. Once again, tap Clear History and Website Data.

 

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!

sagrariotorres-y
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

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?

sagrariotorres-y
Level 1

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

Did you find a solution? I’m having the same issue?

ReymondO
QuickBooks Team

I am using qbse on iOS and I want to add customers details from the address book on my phone to an invoice. As far as I can see there is no link to do it , any ideas ????

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:

 

  1. Click the Assistant icon and type in "Talk to a human", then press Enter.
  2. Enter the same keyword (Talk to a human) when prompted. 
  3. Click I still need a human.
  4. Choose between Message an agent and Get a callback.

 

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.

Need to get in touch?

Contact us