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Replying to:
DwhoaTreas
Level 3

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To SashaMC:  I'm new to QuickBooks and trying to add a Customer Name to invoices too.  I followed your instructions but only got a field title "Customer Name" to appear; the actual person's name is missing.  What did you mean by, "Now you will be able to type the name of the contact on the invoices before printing them."?  Should I type each person's name individually on each invoice, or did you mean the data should be pulled from the Customer Information and added automatically?


I don't see how this can work to add an individual's name when the Customer Name field does not appear in the Add Data Field dialog box (available while editing layout).  Isn't that the problem - that the data field simply isn't there?

 

(Temporary workaround: I found that entering the customer's name in the Account # field within the customer info center does work because it's one of the items in the Add Data Field list. Fax # sort of worked, but it truncated a long name.)

I'm still evaluating a trial of the desktop version.  When will the QB development team implement a fix for this glaring problem?

 

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