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Hello there, @n-tejeda-newdime.
In QuickBooks Online (QBO), the customer's phone number that we set up in the Customer Center does not transfer over to the sales transactions (estimates, invoices, or sales receipts).
As a workaround, you may either include the phone number in the billing address area or, if you only want it to appear on a particular transaction, add it directly to the the sales form when creating.
To add a phone number permanently to sales transactions:
Now when I create a sample invoice, the phone number already shows.
To add a phone number at a single transaction:
Additionally, I've included an article that'll help you utilize the Custom transaction numbers option to set your own numbering preference on your sales forms: Add custom transaction numbers to sales forms in QuickBooks Online.
Fill me in if you have more queries with regard to managing your sales forms. I'd be glad to assist you further. Keep safe.
Hello there, @n-tejeda-newdime.
In QuickBooks Online (QBO), the customer's phone number that we set up in the Customer Center does not transfer over to the sales transactions (estimates, invoices, or sales receipts).
As a workaround, you may either include the phone number in the billing address area or, if you only want it to appear on a particular transaction, add it directly to the the sales form when creating.
To add a phone number permanently to sales transactions:
Now when I create a sample invoice, the phone number already shows.
To add a phone number at a single transaction:
Additionally, I've included an article that'll help you utilize the Custom transaction numbers option to set your own numbering preference on your sales forms: Add custom transaction numbers to sales forms in QuickBooks Online.
Fill me in if you have more queries with regard to managing your sales forms. I'd be glad to assist you further. Keep safe.
thanks for the workaround, any chance QBO will get this updated so we don't have to do a work around and can instead use the fields that are already there?
Hello, n-tejeda-newdime.
I understand how the workflow you're looking for will benefit your company. Though, we don't have a specific timeframe for when this feature will be available.
However, we can submit a request for this feature through our Feedback board. These requests and suggestions are forwarded to the Product Development Team, and I want to assure you that your input is valued and that each update our developer team creates is designed to benefit our customers' businesses.
Here's how:
You can also utilize this resource here if in case you’ll want to know more about what’s new in invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.
I appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. Stay safe!
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