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November 19, 2020
Question

How can I enter a job address in Quickbooks and have it bring up that customers account?

  • November 19, 2020
  • 1 reply
  • 40 views
No text available

1 reply

Moderator
November 19, 2020

Hello there, @info288.

 

At this time, entering a job address and associate it to the customer's account isn't available in QuickBooks Online.

 

As a workaround, you can utilize the Shipping Address field or add a custom field for the job address. However, this won't associate with a customer's account.

 

Here's how:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Select Sales from the left menu.
  3. Go to the Sales form content section.
  4. Under the Custom fields, add job address.
  5. Hit Save, then Done.

I'm adding this article for more details: How to add custom fields to invoices.

 

You might also want to check out these articles to learn how to manage customers and customize your sales forms in QuickBooks Online: 

 

Please know that I'm just a reply away if you need any further assistance with QuickBooks Online. Have a great day ahead.

Moderator
November 22, 2020

I'm back to ensure everything got covered, @info288.

 

Were you able to add a job address using the workaround I shared? If you need further assistance with this, you're welcome to post again or leave a reply below. We're always here to help.

 

Thanks for coming to the Community, wishing you and your business continues success.