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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 09-10-2018

Accepted Solutions
ProAdvisor

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

@trangpham91

 

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!

Highlighted
Content Leader

Re: 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.

Content Leader

Re: 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.

 

 

7 Comments
ProAdvisor

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

@trangpham91

 

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!

Not applicable

Re: 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. 

Content Leader

Re: 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.

Frequent Explorer *

Re: 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!?

Highlighted
Content Leader

Re: 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.

Not applicable

Re: 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

 

 

Content Leader

Re: 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.

 

 

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