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Replying to:
ReyJohn_D
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I understand this wasn't an easy process for you, @Drabkin.

 

Thanks for choosing QuickBooks Desktop for Mac as your accounting software and business partner. To make it up to you here, I'll be providing some insights about the custom invoice template.

 

Currently, there's no option to auto-populate the customer's name in the Bill To and Ship To fields when creating an invoice template. However, we can manually edit them and then add the customer name. Here's how:

 

  1. Go to the Customers menu at the top.
  2. Choose the customer associated with the invoice.
  3. Hover directly to the Bill To and Ship To fields, and then add the customer name from there.
  4. Hit Save once done.


You can also batch print or email your invoices to make your task easy and efficient. I'll guide you with the steps:

 

  1. Go to the File menu.
  2. Select either Print forms or Email forms.
  3. Follow the on-screen instructions to proceed.

Feel free to explore Chapter 5 of this user guide for more tips on how to manage your invoices: QuickBooks for Mac User Guide.

 

I'm always around to help if you have more questions about managing your invoices or anything else related to QuickBooks. Take care and stay healthy.

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