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hubprofi-gmail-c
Level 1

How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?

How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?
3 Comments 3
AlverMarkT
QuickBooks Team

How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?

Yes, it's possible to change them, hubprofi. I can see how having accurate company details on your invoices is crucial, and I want to ensure you can update them.

 

There can be two reasons why the generated invoices in QuickBooks Online (QBO) displayed your company information incorrectly. Let me detail each of these reasons and the steps to resolve them.

 

First, invoices pull up company information based on what you've set up on the Accounts and settings page. In this case, we'll need to review your info such as your company name, email, phone number, and website. You can follow these steps:

 

  1. Go to the Gear icon in your QBO account.
  2. Select Accounts and settings.
  3. Choose the Company tab.
  4. Click on the Company name section and review the Company name. Then, Save.
    Company Name.png
  5. Scroll down to the Contact info section and update the Customer-facing email, Company phone, and Website if necessary. Pick Save when done.
    Email.png
  6. In the Address section, modify the Customer-facing address to the correct one. Then, Save.
    Address.png

Next, it may be a custom form style template with wrong company information applied to the generated invoices. To correct this, I'd recommend creating a new one with the company information you want to appear on your invoices. Then, we can set it as default. Here's how:

 

  1. Click on the Gear icon once more. Then, pick Customer form styles.
  2. Select New style. Then, Invoice.
  3. From the Design tab, enter a template name.
  4. Proceed with the Content tab, and click on the invoice header on the right side section.
  5. Input the Business name, Phone, Email, and Business address.
  6. Review other details. Then, hit Done.
  7. On the page, choose the dropdown arrow. Then, Make default.
    Custom form style template.png

That's it! Now, you can print your invoices with accurate company information.

 

After this, you might need to record invoice payments in QBO. I'm adding this article as a reference: Record invoice payments in QuickBooks Online .

 

If you have any more questions or need further assistance updating your company details in QBO, feel free to click on the Reply button. We're here to help ensure your QuickBooks experience is seamless and efficient. Have a great day!

hubprofi-gmail-c
Level 1

How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?

Thanks for the answer! But I had a different question, I'll try to rephrase it. My company sets everything correctly for its clients and everything is generated in the program. My company is a client of Quick Books and Quick Books sets me its invoices for the subscription. This invoice contains incorrect data about my company, how can I correct it? So that I can download these invoices and attach them for tax reporting.

Nicole_N
QuickBooks Team

How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?

Ensuring accurate company information in your subscription invoices is crucial, especially for tax purposes, hubprofi, and I appreciate you for clarifying your initial question. Let's work together to sort this out so you can download these invoices.

 

Since my colleague has already provided the steps to verify your business information, it's essential to contact our Customer Support team already.

 

Please know that any incorrect information on previously generated invoices will not be changed. Thus, you'll need to request a copy of the invoices with the correct details from our Support team. They can verify if they have the correct company details in our system to ensure you won't have problems with your next subscription invoice. 

 

Here's how to connect with them: 

 

  1. Sign in to your QuickBooks Online (QBO) company.
  2. Go to the Help menu.
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. Select Contact Us to connect with a live support agent.
  5. Choose the best way you'll want to reach out to them.

 

Moreover, you may visit this article to learn how you can manage your billing and payment info: Manage billing, payment, and subscription info in QuickBooks Online.


I'll hear you out if you have additional questions about your company details or any other QuickBooks concerns. Simply click the reply button and I'll provide the necessary information.