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Buy now & saveGood day, @carol11.
I'll be more than happy to help you obtain the information you're looking for. Can you clarify what exactly you mean by client number? QuickBooks Online companies, clients and firms alike, do have an identification number used for referencing to support. Finding that ID number is a breeze, just follow these steps:
Finding your client's Company ID
I'm including a screenshot displaying what this pop-up looks like in our sample company:
This enables you to access the company ID for whichever client you need. If there's something else you need to find, please don't hesitate to let me know, I'm always available here for all of your QuickBooks questions. Thanks for dropping in, I'll keep an eye out for your response.
When an invoice is created for a Client/Customer, there is a box called "Client Number". Does this number have to be manually entered each time an Invoice is created for a client? Or is there a place in the Client/Customer setup where this information is entered so it is stored?
Hi @sfvaughan,Currently, we're unable to auto-populate the Client Number information on customer invoices. If you want to copy this information when billing clients, you'll need to do it manually.Follow these steps to add a custom section on a sales form template:
For other basic invoice customizations, see this article: How to Customize Invoices in QuickBooks Online?
Let me know if there's anything else I can help you with QuickBooks. I'm always here to provide further assistance. Have a nice day!
I need a client number and name
To provide you with accurate guidance on how to access your client's phone number and name, allow me to present two tailored scenarios that align with your objectives, @Hjdu.
For QuickBooks Online Accountant, you can locate your client's information through the client's menu. Here's how:
If you are using QuickBooks Online and need to view your customer's details, you can generate a Customer Contact List report. It will display their name, phone number, email, and addresses.
Additionally, QBOA offers specialized tools and features to manage your client's books and ensure smooth business operations. When working with reports in QBO, you can memorize them to save the settings for easy access in the future.
If you have questions or concerns with your clients in QuickBooks, feel free to use this forum as your primary resource. I'll be here to assist.
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