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Manage Customers and income
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:
- Go to the Gear icon in your QBO account.
- Select Accounts and settings.
- Choose the Company tab.
- Click on the Company name section and review the Company name. Then, Save.
- Scroll down to the Contact info section and update the Customer-facing email, Company phone, and Website if necessary. Pick Save when done.
- In the Address section, modify the Customer-facing address to the correct one. Then, Save.
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:
- Click on the Gear icon once more. Then, pick Customer form styles.
- Select New style. Then, Invoice.
- From the Design tab, enter a template name.
- Proceed with the Content tab, and click on the invoice header on the right side section.
- Input the Business name, Phone, Email, and Business address.
- Review other details. Then, hit Done.
- On the page, choose the dropdown arrow. Then, Make default.
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!