United States United Kingdom Australia Canada India Mexico Singapore South Africa Global
cancel
Turn on suggestions
Showing results for 
Search instead for 
Did you mean: 
julie15
julie15
Level 1
posted
‎12-10-2018 05:15 PM
last updated ‎December 10, 2018 5:15 PM

The "Bill to" field on my invoice templates only brings over the address - how to add Company Name?

The Company Names shows as the first line in the Invoice/Bill to field within the Customer Info tab.  However, when I go to print an invoice for that customer, whether I use a standard QB template or my custom invoice template, the Company Name is stripped away and the address only shows.  I can't send out invoices with no customer Company Name on them - what am I missing here?
Solved
0 Cheers
Cheer
Reply
Best answer 12-10-2018
Solved

Accepted Solutions
Highlighted
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

"The customer name is not listed in the label. Are you su...

"The customer name is not listed in the label. Are you suggesting this gets typed in for each customer?"

Yes, QB will carry it down for you if you put the data entry into the Customer record when first setting up the customer. This is why I teach to use the Tab key when done entering something in a field. When you enter Customer name, or Company name, and Tab out, QB carries it down for you. If you click the mouse and jump around from field to field, you aren't allowing QB to do some of the work it will do for you.

"Does Customer Name have to be duplicated for the Bill To 1 field?"

YES. It needs to be in the Bill To Block. Line 1 might be Company OR name, but what shows on the sales form is what is in the Bill To Block.

View solution in original post

Reply
10 Comments
Highlighted
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

"The customer name is not listed in the label. Are you su...

"The customer name is not listed in the label. Are you suggesting this gets typed in for each customer?"

Yes, QB will carry it down for you if you put the data entry into the Customer record when first setting up the customer. This is why I teach to use the Tab key when done entering something in a field. When you enter Customer name, or Company name, and Tab out, QB carries it down for you. If you click the mouse and jump around from field to field, you aren't allowing QB to do some of the work it will do for you.

"Does Customer Name have to be duplicated for the Bill To 1 field?"

YES. It needs to be in the Bill To Block. Line 1 might be Company OR name, but what shows on the sales form is what is in the Bill To Block.

View solution in original post

Reply
eric4
eric4
Level 1
‎12-10-2018 05:15 PM

Thank you. How would you suggest I make that adjustment o...

Thank you. How would you suggest I make that adjustment on my Customers list? When I attempt to "Import from Excel" the Formatted Excel spreadsheet doesn't ask me about the Bill To Block format, just "Company Name", "Display as", Address 1", etc. I'm worried exporting, adjusting in Excel, and importing won't solve the issue.

Is there a quick way to copy and paste to essentially move the "Bill to" lines over and copy and paste the Company information? Thanks for your help.
0 Cheers
Cheer
Reply
ljp2
ljp2
Level 1
‎12-10-2018 05:15 PM

I just imported a batch of new customers and none of them...

I just imported a batch of new customers and none of them have a person's name or the company name in the Bill To block. I'm going crazy trying to find a fix for this. I don't have time to edit hundreds of new customers. Running Mac QB. TY!
0 Cheers
Cheer
Reply
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

I don't know what you used for this Import. The First Lin...

I don't know what you used for this Import. The First Line of the Bill To Block is the Name. BillTo1.
0 Cheers
Cheer
Reply
hoxtonbakery
hoxtonbakery
Level 1
‎12-10-2018 05:15 PM

I just added name to 135 records and it has not solved th...

I just added name to 135 records and it has not solved the problem.
0 Cheers
Cheer
Reply
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

@thehoxtonbakehou You posted your comment inside of a QB...

@thehoxtonbakehou You posted your comment inside of a QB Desktop Enterprise topic from 2013. I doubt this is the program you are using, so Nothing Here applies to what you are doing. It helps to start your own topic and select the Program or product you are using, to give more specifically details that match Your Own needs. Thanks.
0 Cheers
Cheer
Reply
hoxtonbakery
hoxtonbakery
Level 1
‎12-10-2018 05:15 PM

thanks. I'm new

thanks. I'm new
0 Cheers
Cheer
Reply
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

You can edit the names and paste. Put the name on the fir...

You can edit the names and paste. Put the name on the first line. Or,

In the Add / Edit Multiple table, you customize the columns to bring to your view the data you need to work with.

Bill To 1 is the first line.
Bill To 2 is the next line.
Etc.
0 Cheers
Cheer
Reply
qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:15 PM

Make sure the Address Block in the Customer Edit is like...

Make sure the Address Block in the Customer Edit is like a Label, completely filled in. Then, Edit a template, go to Customization, then the Layout Designer view, and confirm the reserved data field space for Bill To is not too small.
0 Cheers
Cheer
Reply
eric4
eric4
Level 1
‎12-10-2018 05:15 PM

I am having this same problem, and I'm unclear on what yo...

I am having this same problem, and I'm unclear on what you're suggesting. The customer name is not listed in the label. Are you suggesting this gets typed in for each customer? Does Customer Name have to be duplicated for the Bill To 1 field?
0 Cheers
Cheer
Reply
Top

Need to get in touch?

Contact us