Invoice Templates

Hi there, @joef3.

Thank you for reaching out to the QuickBooks Community. It sounds like you've encountered an unusual issue with your custom templates, and I’m here to help you resolve it.

To get your customer names to appear on invoices, we’ll need to take a few steps to check the settings and possibly adjust the templates. You'll need to ensure your QuickBooks Desktop Pro 2024 is updated to the latest release. Go to Help, select Update QuickBooks Desktop, and follow the prompts to download and install any available updates.

First, we'll need to verify the imported customer list. Ensure the customer names are imported correctly. Go to Customers, Customer Center, and check if the customer names are populated in the list.

Create a new invoice to check if the customer name now appears correctly. Go to Customers, Create Invoices, and enter a test transaction. Select a customer from your list to see if the name and other information auto-populate correctly.

If the customer lists are showing, ensure that your transaction templates are displaying the Customer. Here's how:

1. Go to Lists and choose Templates
2. Press Ctrl+N on your keyboard to create a new template and select Invoice.
3. Click the Additional Customization button.
4. While on the Header tab, ensure that the Bill To is enabled for both Screen and Print.
5. Hit OK.
   

If you continue to experience issues, you can also consider verifying and rebuilding your QuickBooks Desktop's data to ensure your QBDT works efficiently.

Additionally, here's an article that can help you in the future: Email sales forms, invoices, and statements in QuickBooks Desktop.

Please let us know if you have any further questions or need additional assistance. We're here to help!

Started off by updating the quickbooks desktop pro 2024 through the help tab. shut down quickbooks. re-ran quickbooks and made sure no additional updates. 

opened company file. customer list was there. they are there both through active and all customers.

next I go to lists then templates. I am not using a logo. If I attempt to select use logo, I get prompted for the logo and I do not have one to put in. If I click on additional customization, then header, there is no option for customer name. The lack of this option is in every template already stored also. 

I can send photos if needed. 

Thank you for your efforts in following the steps by my colleague, Josef. Since the issue persists after the initial troubleshooting steps, let's run the Verify and Rebuild tools to fix this customer name display issue.

Adding a customer name to the invoice template in QuickBooks Desktop (QBDT) is impossible because it is automatically generated and displayed on invoices.

Running Verify and Rebuild tools will help identify and fix any underlying data issues within your company file that caused the problem. Before that,  create a backup copy of your company file so you can restore it anytime.

The verify tool situates the most common problems in a company file, and the rebuild tool fixes them. Here's how:

1. Go to Window, then select Close All.
2. Go to File, then choose Utilities.
3. Select Verify Data. If you see:

• QuickBooks detected no problems with your data — your data is secure, so you don't need to do anything else.
• If you see an error message – you can search on our QBDT support site to learn how to fix it.
• If your data has lost integrity – We have discovered that the file contains damaged data, and we need to rebuild your information.

To rebuild the data in your company file, please follow the steps provided below:

1. Go to File, then select Utilities.
2. Click on Rebuild Data.
3. Follow the on-screen instructions, then press OK.
4. Select the place where you want your backup file, then tap OK.
5. Enter a new name in the File name. Click Save.

Please refer to the article below, which provides detailed instructions on the steps I outlined earlier: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists after this troubleshooting, I suggest downloading and installing the QuickBooks Tool Hub to fix it. Then, run the Quick Fix My File and Program so it repairs the diagnosed error.

Furthermore, I've included these helpful resources about customizing sales forms and reports in QBDT:

•  Use and customize form templates
• Understand reports in QBDT
• Customize reports in QBDT

Ensuring that your customer shows in your invoices is my top priority, Joef. I'm always ready to assist you with discrepancies while handling your invoices in QBDT. Reply below or create another post. I'm eager to help you along the way.

@joef3 

Try opening the sample file. Did you encounter the same problem?