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Anonymous
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Hi there, @swecollc,

 

I can share some insights about printing the customer/job names on your estimates or invoice.

 

Technically, the customer/job name attached to the sales transactions will automatically show once printed. You can find the customer name on the Bill To and Ship To section of your invoice. On the estimate, you can view the job in the Invoice To field. Please see screenshot below:

 Sample Invoice 1.PNGEst.PNG

 

 

To review your transactions before printing, follow the steps below:

 

1. Click the Sales menu from the navigation panel.

2. Go to All Sales tab.

3. Open the transaction you need to print.

4. At the bottom Toolbar, select Print or Preview, then select Print or Preview again.

5. Select Print.

 

If you're not seeing the customer name on the preview page, trying a different window or clearing your cache can help. You may also want to check this article to know more about printing sales transaction in QBO: How to print sales forms

 

That should do it, @swecollc. Please notify me if you ave any more questions about the process. I'm always here to help you get back to business. All the best!

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