When creating invoice, can't find customers using company name

Q-BSUCKS · ‎December 29, 2022

In this latest abortion of an update, I can no longer find customers using their company name when creating invoices. Has this been an issue with anyone else? Intuit tells me this is how it's supposed to work.

To create an invoice for an existing customer, I used to press new invoice, start typing company name, choose it, enter invoice details and I'm finished. Now you can only search by first and last name when creating an invoice.

Now I have to go to Customers and Leads->Customers->Search for the customers company name->Choose the company name->new transaction->new invoice, then fill out invoice like usual. All while closing and scrolling past the insane amount of service advertisements that are in the way.

If I open the customers details and get the first/last name of the contact, I can create a new invoice and find them with that. Every update just creates a longer and longer path to getting what I need to do, done.

Kevin_C · ‎December 29, 2022

Thanks for laying out the details of your concern.

I'm here to make sure you can utilize the company name when creating an invoice in QuickBooks Online (QBO).

You can find your customers' company names on an invoice by simply choosing it under the Customer display name field of the customer info page. Let me show you how:

Go to the Customers & leads menu, then select the Customers tab.
Find and select your customer's name and click Edit at the upper right.
Choose the company name in the Customer display name field.
Once done, select Save.

After that, you can now search for the company name and select it when creating your invoices in QBO.

Additionally, you'll want to create attractive and professional-looking invoices in QuickBooks Online. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can personalize and add specific information to your invoices and other form styles in QBO. To know more about it, you can check out the detailed steps in this article: Customize invoices, estimates, and sales receipts.

Don't hesitate to reply anytime if you have additional questions or concerns about managing your invoice transactions in QBO. I'm always here to lend a helping hand. Have a great day ahead!

Q-BSUCKS · ‎December 29, 2022

Are you an automated bot or did you just not even read the question?

Bryan_M · ‎December 29, 2022

Hi there, @Q-BSUCKS. I want to ensure you get the help you need.

To begin, can you add more details about what specific set-up of profile you have on your customer as well as in creating an invoice?

May I ask also for a screenshot on your end, for us to have a reference of the root cause of why you can't find the customer through the company name in creating an invoice?

In the meantime, you can click this link to manage customer information if you need tips and related articles about it.

We are looking forward to hearing from you. Take care!

Topics

Training

Community

Resources

When creating invoice, can't find customers using company name