Getting Started
Hi Susan.
The option to add the Tax ID number (EIN) on your report or statements is currently unavailable for both QuickBooks Dekstop and QuickBooks Online versions. As a workaround, you may enter the Tax ID details under the customer's address.
Here's how:
- Go to the Customers windows, then locate your customer.
- Select Edit beside New transaction.
- Add the EIN under the Billing address section.
- Click Save.
Once done, the details will now be added to your statements/reports. I've added these screenshots for your visual references.
For more tips about running reports and preparing statements in QuickBooks Online, I recommend checking out these links:
Moreover, you can open the topics from our help articles for more tips and resources while working with QuickBooks in the future.
If you need additional help with QuickBooks or reports, please let me know by adding a comment below. I'm always here to help. Have a good one!
