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sophie12
Level 1

How can I see the client number in my clients list? ( I've created the field in the invoice). Multiples clients with the same name should be identified with a unique ID.

 
1 Comment 1
MirriamM
Moderator

How can I see the client number in my clients list? ( I've created the field in the invoice). Multiples clients with the same name should be identified with a unique ID.

Thanks for reaching out to the Community forum, @sophie12.

 

The client number information on the invoice will show on the transaction list on your customer profile or in the All Sales tab page. To display, you need to include the client number column. Here's what you'll need to do:

 

In the All Sales tab:

  1. In the left menu, click Sales
  2. Go to the All Sales tab.
  3. Tap the gear icon above the ACTION column.
  4. Put a checkmark on the Client number box. 

In the Customers profile:

  1. In the left menu, click Sales
  2. Go to the Customers tab.
  3. Select a customer and hit Transaction List tab.
  4. Tap the gear icon above the ACTION column.
  5. Put a checkmark on the Client number box. 

From there, it will show the information that you need. 

 

To learn more about the basic invoice customizations, take a look at this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

 

If there's anything else you need help with concerning QuickBooks, get back to me by commenting below. I'm more than happy to help. Have a wonderful day ahead!

 

 

 

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