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Anonymous
Not applicable

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hi, 

 

I'm wondering if anyone on here know how to fix this problem. When I generate an invoice, my customer's information will appear on the BILL TO section. However, it also automatically pre-filled my customer's name on SHIP TO section which is very annoying for me since I have to delete it myself. Is there a way that I can stop that from happening?

 

It's a burden for me since I have to create multiple invoices and has to manually delete the customer's name for each invoice! I have attached the screenshot of the invoice to illustrate what I need help for. I appreciate all the tips, advices and help on this matter.

 

Thank you!

Trang 

Solved
Best answer September 10, 2018

Best Answers
vpcontroller
Level 11

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

@Anonymous

 

You can uncheck the 'shipping address' field on the sales forms from the custom form styles.

 

Click the Gear (⚙) icon at the top > Your Company > Custom Form Styles > Under Action column, select Edit > Go to 'Content' tab' > Click the 'pencil' icon at the top right corner > Under 'Display' at the bottom, you should see 'Shipping' field > Uncheck 'Shipping' field and click DONE.

 

Hope this helps!

View solution in original post

MorganB
Content Leader

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hello, okshakes.

 

I hope your week is off to a great start. I'd be happy to assist you with the Ship To section for this specific customer.

 

As an initial troubleshooting step, you may want to try clearing the cache within your internet browser. Sometimes the cache can become bogged down with unnecessary data, potentially causing viewing errors in QuickBooks. This article walks you through the steps of clearing the cache depending on which browser you're using: https://community.intuit.com/articles/1145697-how-do-i-clear-temporary-internet-files-and-cache.

 

If this problem persists, I recommend calling in to speak with a member of the QBO Support Team. Agents have the necessary tools, like screen sharing, to take a look at your account and determine what's causing the check box to be automatically selected. The number to speak with an agent is 1-800-488-7330. The most up-to-date contact information can be found here: https://help.quickbooks.intuit.com/en_US/contact.

 

This should get everything back on track. Feel free to contact me if you have any other questions.

View solution in original post

MorganB
Content Leader

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hey there, MatthewB.

 

Thanks for following up on this thread. I've got the information you need to undo the automatic population of your customer's name in the Bill to and Ship to sections.

 

The invoice template automatically enters the customer's name, as well as the company name, in the Bill to and Ship fields of the invoice. In order to keep these pieces of information from showing on the invoice twice, you'll need remove both the customer and company name.

 

Here's how you can get this done:

 

1. Click the Sales tab from the left navigation tab.
2. Select the customer's name, then choose Edit.
3. Remove both names in the Billing address and Shipping address fields.
4. Click Save.

 

I'll post a picture below to show you what this looks like in QuickBooks Online.

 

 

I hope you find this information useful. I'll be here if you have any other questions.

 

 

View solution in original post

21 Comments 21
vpcontroller
Level 11

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

@Anonymous

 

You can uncheck the 'shipping address' field on the sales forms from the custom form styles.

 

Click the Gear (⚙) icon at the top > Your Company > Custom Form Styles > Under Action column, select Edit > Go to 'Content' tab' > Click the 'pencil' icon at the top right corner > Under 'Display' at the bottom, you should see 'Shipping' field > Uncheck 'Shipping' field and click DONE.

 

Hope this helps!

Anonymous
Not applicable

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hi there, 

Thank you for your reply. I followed your instruction that you mention in your message. However, if I uncheck the Shipping field, it will only show Bill To. I want to keep the Shipping field but I don't want to have my customer's name on both Bill To and Shipping fields. Do you know any way to fix it? I've been fixing it manually everytime I create an invoice. 

MorganB
Content Leader

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Good afternoon trangpham91,

 

Thanks for turning to the Community for support. I'd be glad to offer my assistance.

 

QuickBooks does automatically populate the customer's name in both of those fields, but there's a way that can be undone.

 

I found a link for you that will explain how to do so: https://community.intuit.com/questions/1623889-how-do-i-stop-the-system-from-multiplying-the-custome....

 

This should get those invoices looking exactly how you'd like. Please let me know if you have any other questions.

okshakes
Level 3

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I have - sort of - a similar problem...although I could not find the exact problem listed, so this is the closest I've found. Here's the deal:

 

I have a customer that is located in another county. They purchased an item in my county, so I am NOT shipping to them. For some reason, the box for "I'm shipping to this customer" has been automatically checked in the Sales Tax calculation portion, making the tax incorrect. When I tried to uncheck that box and save, it just kept coming back checked every time. It seems like a glitch, but it is not happening on any other customer. This is also a customer that has several entries, so I cannot easily delete and re-create this customer.

 

I have been able to delete the customer address, but then i get an "Error" message that says that QBO was  unable to calculate the shipping location, and has based the tax on my store location (which is what I want) but why is QBO defaulting to "I'm shipping to this customer" being checked - and not letting me uncheck it!?

MorganB
Content Leader

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hello, okshakes.

 

I hope your week is off to a great start. I'd be happy to assist you with the Ship To section for this specific customer.

 

As an initial troubleshooting step, you may want to try clearing the cache within your internet browser. Sometimes the cache can become bogged down with unnecessary data, potentially causing viewing errors in QuickBooks. This article walks you through the steps of clearing the cache depending on which browser you're using: https://community.intuit.com/articles/1145697-how-do-i-clear-temporary-internet-files-and-cache.

 

If this problem persists, I recommend calling in to speak with a member of the QBO Support Team. Agents have the necessary tools, like screen sharing, to take a look at your account and determine what's causing the check box to be automatically selected. The number to speak with an agent is 1-800-488-7330. The most up-to-date contact information can be found here: https://help.quickbooks.intuit.com/en_US/contact.

 

This should get everything back on track. Feel free to contact me if you have any other questions.

MatthewB
Level 1

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hi Morgan,

 

I also would like to also undo this but the link provided is broken. Please provide another or explain how to do this.

 

Thanks,

Matt

 

 

MorganB
Content Leader

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hey there, MatthewB.

 

Thanks for following up on this thread. I've got the information you need to undo the automatic population of your customer's name in the Bill to and Ship to sections.

 

The invoice template automatically enters the customer's name, as well as the company name, in the Bill to and Ship fields of the invoice. In order to keep these pieces of information from showing on the invoice twice, you'll need remove both the customer and company name.

 

Here's how you can get this done:

 

1. Click the Sales tab from the left navigation tab.
2. Select the customer's name, then choose Edit.
3. Remove both names in the Billing address and Shipping address fields.
4. Click Save.

 

I'll post a picture below to show you what this looks like in QuickBooks Online.

 

 

I hope you find this information useful. I'll be here if you have any other questions.

 

 

kathestelle
Level 1

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hello, 

 

I'm experiencing the same thing. I would like to have customer's accounts payable contact information on their profile, but when I added this information, their name shows up on invoices. I do not want this. 

 

Has anyone else figured this out?

 

Thank you, 

 

Kathleen

JoesemM
Moderator

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hi there, @kathestelle.

 

Thanks for joining this thread and for sharing your insights on how you would like to have customer's accounts payable contact information on their profile without showing their names on invoices.

 

Having this feature in QBO is indeed a great idea, I'd recommend sending feedback to our Product Development Team. We value your suggestions. This way, it helps our engineers determine what features to be added for consideration in future updates.

 

Here are the steps to submit feedback within QBO: 

 

  1.   Go to the Gear icon at the top.
  2.   Select Feedback.Capture.PNG
  3.   Enter your comments or product suggestions.
  4.   Click Next.

Capture.PNG

You can visit this website to track your submitted feature requests through this link: QuickBooks Online Feature Requests.

 

While we don't have a timeline for when this will be available, you can check out our blog site. This is the place where we share information if there's a feature update.

 

Meanwhile, I'm adding below the essential materials for QBO users. It provides articles, tutorials, and an overview of the product that will help you manage your account: Help articles for QBO.

 

Please let me know if I can be of additional assistance or should you have any follow-up questions. I’ll be here to help. Have a good one!

HC61
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

When you do this it takes away shipping at the bottom so you no longer have a shipping line.

andylocalsj
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Can someone reshare this link please?

 

Disabling the Ship to field is easier but I think what most of us is trying to figure out is how to disable the box "Same as Billing Address" in the Ship to Section when filling out customer info. My business transaction is done at the point of sales. If the Ship To address is automatically populated "same as billing address", it will affect the sales tax rate.

I can work around it by manually disable the box, and delete all the auto-populated fields in the Ship to Section, but it's such a waste of time! Quickbooks team, please give us an option to having the ship-to blank!

 

Thanks

Adrian_A
Moderator

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hello, andylocalsj.

 

I can see how great it would be to remove the Same as billing address field. I'll take note of this idea and share it with our developer's team. I'd also encourage sharing this suggestion directly with our developers. 

 

You can do so by clicking the Gear icon and then selecting Feedback. Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

For now, you'll have to deselect the option manually.

 

 

Feel free to pin this reference for some tips on managing your account: Help Articles.

 

I'm just around the forum if you have other concerns about your QuickBooks account.

HC61
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I agree, I work on QB online and even though I have the box checked for same as billing the address still show up in the shipping box on quite a few of my customers.  I have attempted to find a work around but deleting this address every time I invoice a customer is crazy. 

andylocalsj
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Adrian - I've created a ticket and also submitted a feedback! Link to the request ticket is below. If you can upvote or get this one prioritized, that'd be great. It is a crazy amount of time to have to uncheck the box and delete all the auto-populated fields every single time we create a new customer in our system! Thank you.

 

https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/46387210-...

andylocalsj
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

@HC61 I know right? I submitted a feedback ticket to get this request done from their backend. You can help upvote it!

 

https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/46387210-...

Pottery Island
Level 2

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I found this thread from search the same issue.I was hopeing to find a different answer. How ever I had already unchecked the shipping box and I also went into the account and settings and under the sales reciept turned off the shipping option,  doing all the above the customers name still populates on returning and new customers. To be aware, I had these choices done towards the end of the year and the shipping option was "turned off" it has been recently that I am unable to stop the customers name from populating in the shipping box on our sales reciepts  

 

MariaSoledadG
QuickBooks Team

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I can see the importance of customers' names not being able to automatically populate on the shipping box. I'll guide you on how you can send a request, Karleen2.

 

Customizing an invoice creates an image that reflects both your brand values and the high-quality service that you provide. You'll want to send a request to our product team to let them know how this feature helps your business. To do so, you can follow the steps below:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

You'll also want to check out some of our product requests to make sure we'll be able to deliver you the best product experience. You can check out this page for more details: Customer Feedback Page.

 

Additionally, learn how you'll be able to customize the appearance and layout of your sales in a simple and effective way, I've got this article for more information: Customize Invoices, Estimates, And Sales Receipts In QuickBooks Online.

 

Reach out to us if you have any questions about how customers' name works on your invoices. We'll always be right here to help.

GloriaELH
Level 1

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Were you able to fix that? 
The solutions they give is not what I need, my invoice shows the name of the customer and the name of the company where  it was shipped to. 🤦🏻‍

thank you

gloria

QueenC
Moderator

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

Hi there, @GloriaELH. Appreciate you for chiming in on this conversation and for bringing your concern to our attention.

 

Invoices in QuickBooks Online (QBO) normally display information about your customers as this is a form intended for them with the products or services. Additionally, the details such as the Billing address and Shipping to depend on the information you've provided in your customer's profile.

 

If the image below is what you meant by the customer name showing and then the name of the company it was shipped to:

 

 

It is because of what you've entered in the Company name and the Customer display name. To prevent this from happening, you may want to make some necessary edits based on the information you want to show. Here's how:

 

  1. Go to the Sales menu then select  Customers.
  2. Locate and click on the customer name to open the profile.
  3. Hit on Edit.


     
  4. Modify the information.

 

On the other hand, if you don't want to remove or modify the Company name in the customer's profile and wouldn't also want it to auto-populate to your invoices, I would suggest sending this feedback to our Product Developers to let them know that this is something you need and would benefit not just you, but other business owners too. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

You can also send your feedback through this link and get the latest updates from our development team: QuickBooks Online Customer Feedback.

 

However, if you're referring to something else, feel free to let me know in the comments and I'll be willing to provide assistance.

 

Additionally, I'm including this article that'll help you create templates for recurring transactions like invoices: Create recurring transactions in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns with regard to managing your invoices in QuickBooks Online. I'll be here to assist you further. Take care.

NicolemWNW
Level 1

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I've been requesting this tor YEARS... to the point where when I go to click on the feedback icon, it just closes me out of Quickbooks.  I need to have a solution to the customer name and company automatically populating the shipping address field on an invoice, even when it is set to ship to a different address than the bill to, and even when you delete it from the invoice - it just puts it back.  VERY FRUSTRATING.  Our shipping people have made several shipping errors because of this and it is costing us money.

Cars1702
Level 1

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

I also have this problem, I fill my invoice with the help of the API and when I reach the ShipAddr attribute there's no way to add a name to the address. I have to manually edit the invoice and add the desired address name instead of the customer's default name. 

 

It's time consuming and mistakes may happen.

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