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

julie15 · ‎December 10, 2018

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?

qbteachmt · ‎December 10, 2018

"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

qbteachmt · ‎December 10, 2018

"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

eric4 · ‎December 10, 2018

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.

ljp2 · ‎December 10, 2018

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!

qbteachmt · ‎December 10, 2018

I don't know what you used for this Import. The First Line of the Bill To Block is the Name. BillTo1.

hoxtonbakery · ‎December 10, 2018

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

qbteachmt · ‎December 10, 2018

@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.

hoxtonbakery · ‎December 10, 2018

thanks. I'm new

qbteachmt · ‎December 10, 2018

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.

qbteachmt · ‎December 10, 2018

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.

eric4 · ‎December 10, 2018

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?

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