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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
DivinaMercy_N
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The Community has got you covered, @ShopAdmin.

 

Let's make sure that you select the correct template whenever you create a Sales receipt so the necessary info will show on the form. You can also make this template the default so it can be applied for future sales receipt forms you create. Here's how:

  1. Go to the Gear icon and choose Custom form styles.
  2. Look for the Sales receipt template you'll always use.
  3. Click the drop-down arrow and select Make defaultsalesreceipt1.PNG

 

Then, to show your customer's phone number on the sales receipt, you can add it to the Billing Address field. Let me guide you how:

  1. Click Sales and choose Customers.
  2. Select the name of the customer and hit Edit.
  3. Go to the Billing Address field and update the information.
  4. Tick Savesales receipt2.PNG

 

Once done, create a Sales receipt again and see if this will show your customer's phone number. 

 

Also, QBO offers a lot of customer ready-made reports! Just go to the Reports tab and type the "customer" keyword and click whichever customer report you'd like to open.  

 

Let me know how this goes and leave a reply below if you need further assistance in creating sales receipt in QuickBooks. I'm always around to help. Take care. 

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