I would like to have my clients' phone numbers and email addresses to print out on their invoices. I was using the Country field for the phone numbers, but taxes wrong..

Posting a phone number in the country field isn't supposed to cause issues with your tax calculations, zach34.

When setting the sales tax in QuickBooks Online (QBO), phone numbers won't affect the tax calculations in the invoice, so adding them in the country field isn't supposed to affect anything. Additionally, choose the correct tax rate in the Sales tax rate drop-down for accurate calculations. 

After doing so, if you still encounter the same issue, we would highly appreciate it if you could provide us with a screenshot. It would help us come up with an accurate resolution. In the meantime, a workaround I can suggest is adding a custom field for the phone numbers in your invoice. Here's how:

1. Click +New.
2. Select Invoices.
3. On the upper right corner, click the Gear icon.
4. Hit +Add custom field.
5. Label the Name as phone numbers.
6. Tick the box for All Sales forms, then toggle on the Print on form.
7. Hit Save.

I'll add an article to allow you to automatically calculate taxes from invoices and receipts, making them easier to file: Set up and use automated sales tax in QuickBooks Online (intuit.com).

Drop a comment below if you have further concerns about managing your invoice. I'll be here to assist you. Have a nice day!

Thank you for your reply CamelleT!

My assumption was that when I input the phone number in the Country spot it throws off the location calculating the auto tax; however, when pulling the below example, I noticed the tax calculation issue occurs even when the shipping field only has the client/business name information.  Also, more recently, I am having issues deleting the information from the Shipping information field; now it keeps repopulating with the information that I am trying to delete.

Over all the issue is that my old (inactive) state tax code gets added to the tax calculation.

For Example it ends up calculating like this:

The "Florida State - Inactive" should not populate at all.....but does.

My issue with adding the "custom fields" option is that the field is not available when I am filling out my customer profiles and requires the number to be typed directly into the created invoice (unless duplicating a prior invoice) and does not fulfill my needs.

Hello, zach34. Allow me to share some information about adding a field to the customer form in QuickBooks Online (QBO).

In addition to CamelleT, you can consider adding a custom field to your invoice and sales receipt. This way, you'll still be able to add the unit (Sqft, Cuft, or Left) to the invoice. Let's go to your Account and Settings and add a custom field from there. I'd be glad to guide you how.

In your QuickBooks Online (QBO) account:

1. Go to the Gear icon.
2. Select Account and Settings.
3. Choose the Sales menu.
4. Select the Sales form content.
5. Put a checkmark on the Custom Fields section.
6. Click Save, and hit Done. 

I've added some resources to spot more insights about customer and invoice information:

• Create invoices in QuickBooks Online
• Add and manage customers in QuickBooks Online

Additionally, you can rearrange or customize the columns and edit the labels and widths when viewing your sales forms. See this article: Customize sales forms in QuickBooks Online.

Let me know if you have other concerns with adding custom fields in QuickBooks. I'll be right here to comment. Have a great day!

OK so I figured out how to get the email and phone number to print on my invoices but it just leaves the email address and phone number blank When you make a new invoice. It doesn’t add it on there even though it’s in the customers details, how do you fix that? 

Welcome to the Community, Shawrobi.

Allow me to assist you in creating an invoice that includes your customer's phone number and email address in QuickBooks Online (QBO). 

While email addresses automatically appear when creating invoices, phone numbers on the other hand should be added manually.

I can guide you through achieving this:

1. Go to the Gear icon, and select Custom fields.
2. Choose the Add field, and type in Customer's Phone Number in the Name field.
3. Then check the All Sales forms box and toggle on Print on form.
4. Click Save.

Furthermore, you can also check out this article to learn how to record if the customer plans to pay you in the future in QBO: Record invoice payments in QuickBooks Online.

Feel free to reply in the thread if you have any other invoice or QuickBooks-related concerns. Have a great day.

Yes I’ve got it to do that but when you put in the information into the customer details the phone number and email address stay blank on each individual invoice. Is there a way you can get the phone number and email address to save on there or is it going to be every time you open a new invoice? You have to type that information in? 
I have attached a photo of what I am meaning this is the actual invoice and it stays blank but if you go to the customers details, then the email address and the phone number are there but they will not show up on the actual invoice.

Hello there, Shawrobi.

I'll share information regarding the added custom field for customer invoices.

In QuickBooks Online, the customer's email address will automatically show on the customer email field. Hence, adding a custom field for it won't be necessary.

On the other hand, you might want to manually add fields for information like a customer's phone number to have it on your sales forms. However, you must enter each detail every time you create an invoice. 

Moreover, once you're ready to record customer payments, consider reviewing this material to have a guide on entering the amount: Record invoice payments in QuickBooks Online.

Don't hesitate to update us in the thread if you have additional questions about managing your invoices or other related concerns in QuickBooks Online. I'll be around to lend a hand.

Hello and thanks for your attention to this matter.  I second the notion that email addresses are not automatically filled into the custom field for Email.  In your response you seem to believe that emails are somehow automatically filled into the form/custom field.  In my experience, this seems not to be the case.  Can you tell me what I am doing wrong or what is keeping this from being automated?  Thanks so much! - Jon

On behalf of my colleague, you're most welcome, Drynamic. I'll clarify the process of automatically populating invoices with customer email addresses. Let's dive further into this below.

Once you have configured an email address in the customer's profile, it will be populated automatically on the Email Address field when you're creating an invoice. 

However, if you have created specific custom fields for your customer's email, these will not auto-populate, as the information in custom fields has to be filled out manually. This applies to the Simple Start, Essentials, and Plus plans.

For more comprehensive guidance on the difference between the default Email Address and a Custom Field option on your invoices, refer to the screenshot below:

With that in mind, it's important to double-check the specific fields you're using for emails. Be sure to use the default email field in the customer's profile rather than any custom-created fields when creating an invoice. This will ensure that your customer's email addresses are automatically populated.

Moreover, if you want to leverage the full capabilities of custom fields, consider upgrading to the QuickBooks Advanced plan. This plan allows you to create custom fields for almost anything. By opting for this service, you can automatically populate these custom fields in your invoices when configured for your customers or vendors.

You can visit this link: Create and edit custom fields in QuickBooks Online Advanced or check out the image below: 

I'll include the following articles to provide you with detailed information on processing customer payments, issuing refunds, and personalizing your sales forms with specific info:

• Record invoice payments in QuickBooks Online
• Record a customer refund in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

I'm always here to assist you with clarifications regarding custom fields or managing your invoices and sales forms. Click the Reply button below, and I'll circle back to assist you.