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Level 1

How do I take the customers name off of the Billing address I don't see a edit button.

 
3 Comments
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QuickBooks Team

How do I take the customers name off of the Billing address I don't see a edit button.

Hello there, @diane14.

 

Welcome to the Community. I’m here to share a few details about the customer’s name showing up on the Bill Address section of your sales transaction.

 

At this time, removing the customer’s name off of the Billing Address field is unavailable. Once a customer is selected for the transaction, the name will show automatically.

 

I’d appreciate if you send your request straight to our Developers. They value the opinions of all QuickBooks users and often use this input when deciding on future updates and addition. Simply go to the Gear icon at the top and select Feedback.

 

Feedback QBO.PNG

 

You can also send your product suggestions by going to the following link: QuickBooks Online Feature Requests: Rest assured, I'll do the same thing on my end.

 

While this isn’t yet available, you may check out QBO’s supported third-party apps with a sales transaction template that would allow you to make this change. Just head to the QuickBooks App Center and search for a keyword like Sales Template to get started.

 

That's it. Please know you can always reach me here should you need any help with QuickBooks, I want to ensure your success. Thanks for coming to the Community and take care.

Highlighted
Level 1

How do I take the customers name off of the Billing address I don't see a edit button.

May I concur with this issue please? I have to add a name in to enable the email function to not be faceless and to recognise the relationship I have with finance team's of my customers', but the name keeps being added as the first line of the invoice, which is not appropriate. 

 

The invoices need to be made out to the company, not my finance contact, or my trade contact, or the business owner. Can this development issue please be accelerated.

 

Many thanks

Highlighted
QuickBooks Team

How do I take the customers name off of the Billing address I don't see a edit button.

Hi @HelenMM,

 

Let me step in this conversation and share the steps of how you can change the customer name into the company name instead for the first line of invoices.

 

Here's how:

  1. Go to the Sales tab, then select the Customers tab.
  2. Select any customer you'd like to edit their address lines on invoices.
  3. Click the Edit button.
  4. You'll need to remove any info you've added in the First, Middle, and Last name boxes. Leave only the Company field with the respective company name so that would be the first line on the invoice.
  5. Ensure the Display name as drop-down menu is showing the same info as the Company field.
  6. Click Save.

Customer info.PNG Invoice billing address.PNG

 

On a different note, take some time to how to manage your customer list. The link I provided points to an article that lists what you can do on the customer list page. Like how you can add a customer or a sub-customer, as well as delete or merge customers.

 

Do you have any other questions or clarifications? Drop them in the comments below and I'll make sure to get back to you.

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