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I understand the phone number isn't listed when you open the invoice and click on customer information, solocalwildlife.
It seems that you're using the new layout in your QuickBooks Online app. Please know that when you create an invoice, the phone number will appear; when you save it, the number won't be visible.
I understand how time-consuming it is to go back out every time to find the customer and look up the phone number information. That said, I recommend sending feedback to our product development team. They'll carefully review your idea and may consider it for future updates.
To submit feature requests using your QuickBooks mobile app:
For Android devices:
I'll be adding these articles to help you manage your invoices:
You can tap the reply button for further clarification and information regarding invoices and your customer information. I'm always here to back you up.
Thanks keep in mind this is on the app not on the computer online.
I don't care if I can see the customer's phone number on an invoice I'm just saying when I click on customer information from an invoice in the app I see their name address email but not the phone number.
If I go to customer and look them up in the customer area it shows me little icons to call them, email them or edit the information.
In the past this was a quick shortcut to go to the invoice I need and then click on the customer and I could call them but now I have to back out find the customer and look up the information.
I just checked and it doesn't matter if it's old invoice or new invoice or default version or customized version in the app it takes you to a different customer information point than it used to.
It's not some error I've reinstalled the app probably 15 times since October including twice yesterday. It's simply a broken or missing shortcut or redirect that has changed during the update and it's annoying.
This is a customer profile which is where it used to take me when I clicked from an invoice or estimate. Again now I have to back out of the whole invoice area and go over to customer find the customer click on that click call. It's not an error it's an annoying change in the app back in October and I'm sure nothing will be done about it
This is a customer profile which is where it used to take me when I clicked from an invoice or estimate. Again now I have to back out of the whole invoice area and go over to customer find the customer click on that click call. It's not an error it's an annoying change in the app back in October and I'm sure nothing will be done about it
Let's make sure that this issue will be addressed properly, Solocal.
I can see the importance of being able to contact customers using the availability of shortcut icons when going to the invoice page. You'll want to submit feedback to let our product team know how this feature will benefit your business needs. To do so, follow the steps below:
This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.
At the same time, you might as well check out this article. This will give you a brief comparison of the available features when using the mobile app: Compare Mobile App Features.
You can always get back to us if you have any other concerns about the mobile application. Remember, we're here to ensure we'll be able to address all your concerns.
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