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GA02
Level 1

How do I avoid using my home address on invoices, estimates, etc?

 
2 Comments 2
FishingForAnswers
Level 10

How do I avoid using my home address on invoices, estimates, etc?

@GA02  Well, there's always the option to move to QuickBooks Desktop instead.

 

I'm only joking a little bit here.

KimberlyS
Moderator

How do I avoid using my home address on invoices, estimates, etc?

We're glad you've visited the Community for assistance, GA02. I can help you prevent using your home address in your sales forms. Allow me to provide relevant options and walk you through each process.

 

In QuickBooks Online, the default address on your sales forms is the one you enter from the Customer-facing address in your company settings. You'll want to update it to ensure your home address is not used on your forms. Here's how:

 

  1. Head to the Gear icon at the top right corner.
  2. Pick Account and settings, then the Company tab.
  3. Scroll down to the Address section for Customer-facing address.
  4. Tick the Same as company address box if you want to use your company address. Otherwise, enter the details from each field.
  5. Click Save, then Done.

 

Additionally, you can utilize the Location Tracking feature to use different addresses if you do business in several places. This allows you to display different address details in each form. To enable it, proceed to these steps:

 

  1. In the Account and settings window, select the Advanced tab.
  2. Click the Pencil icon from the Categories section.
  3. Toggle on Track locations.
  4. Hit Save and Close.

 

After that, follow these instructions to create custom locations:

 

  1. In the Gear icon, select All lists under Lists.
  2. Click Locations, then the New button from the top right corner.
  3. Add a name from the Name field and tick the box for This location has a different address where customers contact me or send payments.
  4. Provide the address details from the designated field.
  5. Click on Save.

 

Once done, you can select this location when creating your invoices, sales receipts, and other transactions.

 

Moreover, if you want to hide your business address from your sales form, navigate through your templates to determine what details you want your customer to see. For more information, refer to this material: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

On the other hand, consider scanning these resources to inform the customer about their outstanding balances and to link their payments with their invoices:

 

 

Revert to this thread if you need assistance customizing your sales forms in QuickBooks Online. We'll be right here, always willing to help when you need a hand.

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