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northwestscaffolding94
New Member

Why dose it hide my 1st 4 numbers of my account numbers on my send invoice

 
1 Comment 1
Shania_C
QuickBooks Team

Why dose it hide my 1st 4 numbers of my account numbers on my send invoice

Glad to have you here in the Community, North.

 

You can count on us to help you efficiently address the issue with the first four digits of your account numbers on the invoice you sent in QuickBooks Online.

 

To start, we need to verify that the account number entered in your custom forms is neither encrypted nor incorrect. Here's how to proceed:

 

  1. Navigate to the gear icon and choose Custom form styles.
  2. Find the invoice template and click Edit in the Action column.
  3. Click the Content tab and select the third part of the paper showing the Add payment details and footer. Note: Bank details can only be added to the Airy new invoice template. If this option isn't visible, choose Change up the template to update to Airy New.
  4. Verify the payment details to ensure they are entered correctly, then click Done.

 

 

ss2.png

 

When creating the invoice, please make sure to use the correct template—the one you designed with the accurate bank account number.

 

SS3.png

 

If you've confirmed that the correct bank number is entered and the issue persists, I recommend reaching out to our QBO Care Team to be added to the notification list of affected users. We've been informed of cases where users' QuickBooks bank details are encrypted once invoices are sent and received by customers.

 

Our engineers are actively working to resolve this anomaly to ensure all affected customers can use the program efficiently and meet their deadlines. You'll receive an email with updates on the investigation and the final solution. Here's how to proceed:

 

  1. Sign in to your QuickBooks Online company.
  2. Click on Help (?).
  3. In QB Assistant, type in the topic or question you need help with.
  4. Select Contact Us to connect with a live support agent in Search tab.
  5. Select the preferred method of contact (phone or chat).

 

In the future, you may want to learn about customising sales templates in QuickBooks Online, please see this reference: Learn how to personalise your sales forms and add the info that matters most to your business.

 

For your reference to some related articles and tutorials to help you learn more about the processes and tasks in QuickBooks Online:

 

 

If there's anything else, I can do for you in managing your invoices in QuickBooks, feel free to get back to me by commenting below. You can count on me. Take care, North!