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wolfme
August 3, 2022
Question

Sales receipt window does not save customers address changes

  • August 3, 2022
  • 4 replies
  • 10 views

Using QuickBooks Online. Entering a sales receipt and need to make a adjustment to a customers address. I change the address in that window and save. Next time I pull up that customer their address change is not saved and it reverts back to whatever the previous address was. 

 

I have recently migrated from Desktop version where you could change a address in this window and it would ask you if you want to make the change permanent when you save. How do I turn this feature on for Online? There is no why I want to enter payments and then go into a customer database and change them individually there. I should be able to edit and change them in a sales receipt window. 

 

SPECIFIC QUESTION FOR THE BOTS THAT POST RANDOM ANSWERS THAT DON"T MATCH QUESTIONS:

 

- How do I make sales receipt window address changes permanent to the customer's records. 

4 replies

C
Charies_M
Level 9
August 3, 2022

I can help you achieve your goal for today, wolfme.

 

In QuickBooks Online (QBO), you have the option to enable the automation settings that allows the system to prefill the information that were previously entered on your transactions like sales receipts.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Click Account and settings.
  3. Go to the Advanced menu.
  4. From the Automation section, enable the option "Pre-fill forms with previously entered content".
  5. Click Save, then Done.

There you have it. You might also find this article helpful about customizing sales templates: How to customize invoices, estimates, and sales receipts.

 

Be sure to drop me a reply ,if you have additional questions. I'd be more than happy to help. Stay safe and have a good one.

W
wolfmeAuthor
August 4, 2022

Ok, I'm not trying to be rude but did you read my question? 

 

I want to be able to edit the ADDRESS on a sales receipt and have that saved as the customers updated address. I have tried the setting you mentioned. It was off before and my addresses were already pre-filling. So I have no idea what information this setting would pre-fill but it does noting the save changes made to a customer's address when changed on a sales receipt and saved. When I change it on the sales receipt it should auto change the permanent address or at least ask if I want to change the permanent one.

 

Again: I want changes to the address on the sales receipt to be permanent. 

S
SarahannC
Level 9
August 4, 2022

I appreciate you for clarifying things, wolfme.

 

Changing the address from the sales receipt will not automatically generate your customer's information. Thus, it'll not be saved as a permanent. The address field on the sales receipt is a flexible way to modify the details when creating a transaction. What we can do is change the address from the Customer information window. Here's how:

 

  1. Go to the Sales menu on the left pane, then Customers.
  2. In the Customer display name field, enter what you want to display for the customer.
  3. Change the address and enter any other important customer info.

 

Then, I suggest sending your suggestion straight to our developers. They are working on other features and might consider this idea in the next release.

 

  1. Log in to your QuickBooks Online account.
  2. Click the Gear icon in the upper-right and click Feedback.
  3. Enter the details on what feature you'll want to suggest.
  4. Click Next.

 

We can always check these articles to learn more about managing sales transactions in QuickBooks Online:

 

 

If you have more questions in the future while doing QuickBooks tasks, especially tracking details from your customers, please post them here. The Community and I are always here to help you as soon as possible.

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