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December 14, 2021
Question

Does the customer display name show on any documents/correspondence that is sent to the customer from QuickBooks?

  • December 14, 2021
  • 1 reply
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Original commenter did not share additional details

1 reply

December 14, 2021

Hi -megabeam-com-au, 

 

You're correct. The display name you've entered on the customer profile will show on the sales transaction or email you've print or sent to your customer. You may try to check on Print or preview option on an invoice to see how it looks like. 

 

Also, you can customise the default email message or greetings on your sales forms. Here's how: 

 

  1. Go to Gear icon and select Account and Settings.
  2. Select Sales.
  3. Select a greeting you prefer.
  4. Enter your Email message.
  5. You can tick on Email me a copy at (your email address) if you would like to receive a copy of emails you've sent to your customers. 
  6. Select Save and Done

 

You can check on this article on how you can add and manage customers in QuickBooks Online.

 

Feel free to leave a comment below if you have any other questions. 

December 14, 2021

I have already checked the email and print preview of an invoice and the Display Name does not show, only the Company Name and address. I want to make sure that the Display Name does not show on any correspondence. Please see the attached file for clarification.

December 15, 2021

Hi -megabeam-com-au,

 

The information you've selected on the Display name as on the customer profile will show on the invoice or sales transactions recorded in QuickBooks Online. You can either select from there the company name or customer name. Based on the screenshot you've provided, it seems that you've selected the company name which is why when you preview the invoice it will show the company name. The details showing on the Billing address section on the invoice creation page are automatically populated when you select a customer and it will show on the Invoice to section when you preview an invoice. 

 

If you need additional help, feel free to post again here.