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1 reply

JessT
August 16, 2023

Hi there, qbo-uae-cometcon!

I understand you want to display the customer's name in transaction forms without showing the project name.

 

When previewing or emailing transactions to customers, the project name is not included on the forms by default. I got a sample invoice below for your reference. Can you please provide a screenshot of your transactions that has project names?

 

 

If you're really seeing the project name, you can do the basic browser troubleshooting steps. This way, we can determine if the issue is related to any random browser problems.

 

To start, you'll want to sign in to QuickBooks using a private browser. This mode disables extensions and prevents the cache from saving your browsing history.

 

  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + N
  • Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P

 

If you are browsing privately and there is no project name, you can return to your regular browser and clear its cache. Alternatively, you can try signing in to QuickBooks using a different browser to determine if this issue is specific to one browser.

 

Feel free to update me about your experience with the solution. I am here to provide ongoing assistance and ensure that we can successfully resolve this issue.