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Jgabriel
January 30, 2022
Question

Add first and last name to existing customer list in quick manner

  • January 30, 2022
  • 1 reply
  • 0 views

How do I easily/quickly add the first and last name to customers in QB online?  Currently only the Display name exists in each profile. There are currently no open transactions on these accounts.  

I thought perhaps I could export, do a quick separation of the Display name to populate the First and Last Name fields and then import.  However, I have seen many cautions against doing this for fear that a 2nd profile is created for each customer.  How best to approach? See file attach plse.  ALL profiles are basically empty, like this one.  All past transactions (checks made) were before this year.

Thank you,

Jen G

1 reply

AlcaeusF
AlcaeusF
January 30, 2022

Hello @Jgabriel,

 

Thank you for dropping by here in the Community. I'm here to help you update the customer information in QuickBooks Online.

 

When you import customers, there's only one field for the name. The option to add the first and last name details when mapping the data is unavailable.

 

As a workaround, I recommend updating the information by going to each profile manually. By doing this process, we can avoid duplicates from occurring.

 

In case you need the steps, here's how:

 

  1. On the left navigation bar, click Sales.
  2. Go to the Customers tab.
  3. Click the customer name.
  4. Press Edit in the upper-right corner.
  5. Update the details. 
  6. Hit Save.

 

Though, it would be beneficial to override the information in the Online version, too. Our engineers might be working to bring this feature over to this platform in the future.

 

As we assess this, I recommend sending feedback to our product engineers. This way, they'll be able to check on this option for future updates in QBO.

 

To send feedback:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Enter the necessary information.
  4. Hit Next to submit. 

 

Additionally, I've attached a link you can visit to customize customer statements in QuickBooks: Create and send customer statements in QuickBooks Online.

 

Glad to answer any other questions you might have for the QuickBooks Online platform. Visit us in the Community space anytime you need assistance.

J
JgabrielAuthor
February 2, 2022

Thank you for your reply, AlcaeusF.  I was hoping there was some quicker way.  This will be long and tedious.  I will give my input about this matter as you suggested.  

Best, 

Jennifer

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