QB Online - Invoices / Job

QuickBooks Online automatically includes the job name in the "Bill To" address if the invoice is tied to a job. To remove it, you need to adjust the "Customer Display Name" for the job. Edit the job, not the customer, and change the "Customer Display Name" to just the customer's name. This will affect how it shows on invoices related to that specific job. If you want to keep the job name for internal tracking, you'll need to use a different field, like "Job Name" or "Notes," and not the "Customer Display Name." Online handles jobs differently than Desktop, and the display name is used for the "Bill To" address.
I hope you'll get help with this.

Yes, we can edit the Bill to field in the invoice or change the Customer display name in the customer profile, @TEBlack. I’d be glad to provide clarity on this and guide you through the process.

In the Bill to section of your invoice, you can manually remove the project or job name by clicking on the field and deleting the name. This will ensure that only your customer's name is displayed.

Alternatively, you can edit the Customer display name in the customer profile to reflect just the customer's name. By doing this, when you create an invoice for the project, it will clearly show the customer’s name without including the job name. Here’s how to make those changes:

1. Navigate to the Projects menu and click on the project name.
2. Under the project name, click on the customer's name, which will take you to the customer’s profile.
3. Click the Edit button and update the Customer display name field as needed.
4. Save your changes once you’re finished.
   
    

You can then return to the Projects menu and create an invoice for that project.

Moreover, when your customer pays the invoice, remember to record that payment to link it to the invoice and maintain balanced accounts.

Additionally, we have a team of experts ready to offer personalized guidance on linking your accounts, automating tasks, and teaching best bookkeeping practices to enhance your efficiency. Check out QuickBooks Live Expert Assisted for more details.

Your business deserves the best, and we are dedicated to ensuring your project and invoicing experience is smooth and hassle-free. Don’t hesitate to reach out whenever you need assistance.

@Jelayca V  - you can delete the job from the Bill To, but it returns as soon as you save.  So that does not work.  I don't see a project button on the desktop view.  I just don't understand why this is happening.  In the relm of Quickbooks it's always been

Customer

  Job1

    Estimate Job1 and or Invoice Job1

  Job2

    Estimate Job2 and or Invoice Job2

Thank you for clarifying, TEBlack. I see now that you're using the QuickBooks Online (QBO) Desktop app. I appreciate you pointing this out, as it helps me provide more accurate assistance in removing the project name in your invoice.

Since you cannot see the Projects in the QBO Desktop view, let’s check first if this feature is enabled in the menu. Sometimes, the option may not be selected, which prevents you from seeing it in the left panel of your screen.

If the issue persists, I recommend using the Reset App Data option. This action will refresh the app to its default state and help resolve display issues, allowing you to access Projects in QBO effectively. To do that, here's how:

1. Navigate to the Help menu.
2. Select Reset App Data.
   
   

Alternatively, you can log in to your QBO account through your web browser. This will allow you to follow the steps I provided earlier without any interface limitations. You can click this link to log in to your QBO account: https://quickbooks.intuit.com/

Additionally, when your client settles the invoice, please ensure to document that payment to associate it with the invoice.

Please don’t hesitate to hit the Reply button if you have further questions about handling your projects and invoices in QuickBooks. I’m here to help you every step of the way. Take care and have a great day!