You can perform basic troubleshooting steps or re-enter the missing phone number in the customer profile to fix it. The following instructions will guide you through the process, komakr93.
Once customer information is added to their profile and saved successfully, it will remain there unless we accidentally remove or due to a browser issue.
With that, you can log in to a private browser to see all updated details entered in your QuickBooks account. Here are the shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If the phone numbers are visible, you can clear the cache of your regular browser. You can also use other compatible browsers.
If it's not showing using incognito window, let's proceed with your customer profile to have the missing phone number back in the setup. Here's how:
- Go to the Invoices menu.
- Select Create Invoice.
- Click the Add customer drop-down arrow. Then, choose the name of your customer.
- Select Edit customer info.
- Enter their phone number. Then, hit Save.
In addition to that, please know that you can create an invoice without including a phone number in QuickBooks Self-Employed (QBSE). I suggest providing a screenshot where the system prompts you to input a phone number. I'll make sure to share specific guidance based on your situation. Please cover important details before posting it.
I've added an article that explains how to handle invoices depending on the device you are using: Tips about adding products and services to an invoice and sending it to customers.
Count me in if you have more concerns about customer details and transactions in QBSE. I'll respond as soon as I can.
