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July 13, 2020
Question

How can I get phone number format corrected on statements?

  • July 13, 2020
  • 14 replies
  • 184 views
No text available

14 replies

BettyJaneB
Level 9
July 13, 2020

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:

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!

July 17, 2020

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.

January 27, 2021

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!

 

 

January 7, 2021

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.