Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
AWUK
Level 3

Reply to message

I'm not a robot which is why I think I have found a solution / workaround.

Before proceeding, if a human from QB is reading this your support service is complacent, QBO  has less functionality than desktop and I won't be recommending QB to any other of the numerous small businesses we work with.

The problem seems to be related to the migration from desktop to QBO. The incorrect assignment of the Name, Company and Display Name fields in the migration appears to prevent on-the-fly / per invoice changes after migration. 

  1. Go to the Customer information Edit window.
  2. Enter First and Last Name in the appropriate fields (other fields can be blank)
  3. Make sure the Company name only appears in the Company field.
  4. Important. Use the Dropdown to choose an agreeable 'Display Name as.'
  5. Go to the Billing Address field and make sure that neither  Name or Company is in this box.
  6. Click Save.

New / Copy invoices (delete the old one) will display correctly and you will now be able to edit BOTH invoice and delivery address on a per-invoice basis.

 

This is a big fail by QB because this will need to be done per customer by us the sorry users and should have been dealt with by the QB migration or the QB code should be forgiving enough to cope with this migration error.

 

Need to get in touch?

Contact us