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February 25, 2019
Question

I would like my clients to appear as their company names, not as "5 for 5 2yr limited Placeholder". How do I do this?

  • February 25, 2019
  • 1 reply
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1 reply

February 25, 2019

Hello lindyjcooper,

 

I can help you change the client's name.

 

Here's how to change the client's name to appear on all transactions:

  1. Click on Sales and go to the Clients tab.
  2. Choose the client's name.
  3. Click on the Edit button.
  4. In the Display name as field, type the client's name.
  5. Click on Save.

To update the client's QuickBooks Online company name, here's how:

  1. From your client's QuickBooks Online account, click on the Gear icon.
  2. Select Account and Settings.
  3. In the Company section, update the Company name.
  4. Click on Save.

For more questions about QuickBooks, please post them here. We'll be glad to help you.