How can I get phone number format corrected on statements?

Hi there, @kkirchner841.

You've got me here to share some insights about the phone number format in QuickBooks Online and how you can modify your number.

If you're referring to modifying your phone format number on the statement, you can do this from the Accounts and Settings. Before doing so, know that the system is using the default phone number format, which is ten digits (area code and 7-digit phone number), such as (555) 555-1234.

To edit your number:

1. Click on the Gear icon at the top.
2. Tap on Accounts and Settings.
3. Refer to the Company tab.
4. Under the Contact Info section, edit your phone number.
5. Select on Done.

However, if you mean to change your customer's phone number, this can be done from their profiles.

Here's how:

1. Click on the Sales menu at the left pane.
2. Hit on Customers.
3. On the Customers tab, choose the customer that you want to edit.
4. Go to the Customer Details tab, then select Edit in the upper left.
5. Enter the necessary changes.
6. Press on Save once done.

Any changes made in the system will reflect on the statement.

To give you more insights about changing the business contact information and adding phone numbers on the sales transactions in QBO, please see these links attached:

• Add a phone number permanently to sales transactions
• Learn how to update your business info in QuickBooks Online

Lastly, if you wish to customize your statement so you can have your desired phone number format, this option is currently unavailable. You can only customize the invoices, estimates and sales receipts.

I'll be around to lend a helping hand if you have any other questions. I'll make sure you;re taken care of. Have a lovely day!

I should have been more clear as to what the issue was. It is the phone number on the statement that I wanted to fix and I have done all the steps indicated. In Accounts and Settings, it has you select the country (U.S.) and looks like this on the screen: +1 (410) 123-1234 (using 410 are code, 123-1234 as the number) but when saved, it then shows as +1 4101231234 on the settings page. But on the statement that prints, it shows as +41 01231234. Can't find a way to make it shows as (410) 123-1234 (or even 410 1231234 would be better). 

Thank you for getting back here in the Community, @kkirchner841.

I appreciate you providing more details about your concern. Currently, the option to customize statements in QuickBooks Online is unavailable. Also, the phone number will depend on the default format that was saved in the company settings.  

However, if in case you want to change your phone number, you can follow the steps provided by my colleague above. 

If in case you want to modify or change your sales forms in QBO, you may visit this article: Customize form styles. It includes visual and textual instructions about the process. 

Please know that you can always post here if you have any other questions. I'm always here to help. Take care always.  

This reply again explains the process that I have already done. The issue is that the format on the statement does not resemble the format set up in the settings area. Issue is unresolved.

I've read the entire thread, and I can see that all possible troubleshooting steps have already been shared with you, kkirchner841.

In this case, I'd recommend reaching out to our phone or chat support teams. They'll take a closer look at your company setup to determine why the phone number is not formatting correctly. Here's how to reach out to them:

1. Click the Help menu and click Contact Us.
2. Let them know that you need help with your customer statements , then click Let's talk.
3. Click Get a call or Start messaging if you want to start a chat session.

Please take note that due to the ongoing pandemic, our phone and chat support channels are only open between 6:00 AM to 6:00 PM from Monday-Friday, and from 6:00 AM to 3:00 PM on Saturday. Here's a quick guide for more details: Support hours and types.

Please don't hesitate to add another reply or submit another question in the Community if you need anything else. 

I too was having this problem of the phone number format being wrong. I was able to fix it by removing +1 and providing only the 10 digit phone number. 

Hi There,

I was having the issue too when changing the phone number through the account settings.

To bypass it, what I did was:

View an invoice - click the gear icon - click the "change what your customers see" link.

When the invoice editing window comes up, select "Content" then the pencil icon for the invoice header.

Here you can enter the phone number, in the format you want without Quickbooks inserting the country code.

Hopefully this helps, someone!

Hi ORDI,

Thanks so much for providing this information. I'm sure it will be beneficial for others in the same situation. We appreciate you taking the time to post in the Community. 

Take Care!

Thank you SOOO much!! I have been given multiple suggestions previously but none took care of this issue. I could not get rid of the country code format. Your solution seems to work. I was surprised that I was able to change it on one invoice and it showed up on another. I thought I was going to have to do this on every invoice. Again, much appreciated!

I just want to say, this is kind of ridiculous. Quickbooks is not a cheap association and has been around for a long time. We should be able to present our information in a professional manner. And paying Premium rates, I should be able to customize things like this and how my invoice appears more easily. There aren't even basic font editing and formatting features on the email to send along with the invoices (bullets, bold, underline, etc). I would really appreciate Quickbooks stepping up the plate and updating these feature to be up to par with how most all other authoring programs are working.

Thanks,

John

Thanks for sharing your thoughts and ideas with us, @jpalombo.

I can see having the options to customize your invoice with bold and bullets can benefit your business and other users. Rest assured I’ll let our developer team know about this so they’ll consider adding this in the future updates.

There are always looking for ways in enhancing QuickBooks. You can also send feedback so they can review it. Let me show you how in your QuickBooks Online (QBO) account.

1. Go to the Gear icon.
2. Select Feedback
3. Enter your comments or product suggestions then select Next.
4. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
5. From the drop-down, choose the appropriate category, then select Send message

You can also read through this article for more details: How do I submit feedback?

I’ve also added these links that can guide you in personalizing and importing your own invoice template:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Import custom form styles for invoices or estimates

I’d also recommend checking our QuickBooks Blog page to stay current on the latest news and updates about QuickBooks.

Let me know if there’s anything else you need assistance with. I’m always around ready to help and back you up. Have a good one and stay safe.

Sad it was a customer rather than Quickbooks rep

I’ve tried to change it like you suggested, in preview everything is perfect but as soon as I save my change and go back to my invoices it returns automatically to the default phone number. The thing is the phone number format on my invoice was in the correct format since I got QuickBooks online 4 years ago, but when in change my address today it automatically changed my phone number for some reason. I’m getting more and more frustrated with this system, it’s like every update they find a new way to complicate our lives. The subscription is getting more expensive every years but the quality is getting down also.

Hi, Elst.

We appreciate you for following the steps provided in changing your phone number in the statements. Let me give you further steps in fixing your concern. Your browser may accumulate temporary internet files that can affect your browsing experience. To be able to accept any changes you have made in your QuickBooks, I recommend using other supported browsers and utilize your QuickBooks there.

If the issue persists, I suggest performing some basic browser troubleshooting to rule out the possibility of having issues with your browser. Note that too many internet files can sometimes change how your QuickBooks Online (QBO) company behaves, resulting in errors when performing tasks. See the following keyboard shortcuts for suitable browsers to open a private window:
 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Check out this article for a step-by-step process on clearing your cache: Clear cache and cookies to fix issues when using QuickBooks Online.

After that, you can perform the given steps again to achieve your goal. However, if you continue to experience the issue, I recommend reaching our support team. They will help you investigate this matter and assist you in resolving this. To contact them, here's how:
 

1. In your QuickBooks, click Help (?).
2. Select either of these tabs:

• Assistant tab and select Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

On the other hand, I've added these articles as a support guide when handling your invoice in QBO:
 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Add a discount to an invoice or sales receipt in QuickBooks Online

If you find yourself having more questions about modifying the number shown in the statements, let us know. We'll be here to let you understand the process.