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May 16, 2025
Question

is it possible to use DBA name instead of the real company name only when needed?

  • May 16, 2025
  • 1 reply
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we have two sets of customers, Subscribers and One time payment customers. - would it be possible to use DBA name for Subscribers and real company name with One time payment customer?

    1 reply

    May 16, 2025

    To achieve this feature, new subscriptions for your other DBAs are required, Ross. I'll share more information below and a workaround to help resolve your inquiry promptly.

     

    Since QBO is one company per subscription, know that the option to utilize multiple DBAs to process customer payments isn't available. Therefore, you are only required to use one company name to handle these tasks in the program.

     

    If you have only one company under your current subscription, consider utilizing the Class or Location Tracking feature. These features enable you to classify or separate transactions for each DBA under a single account. I'll walk you through the process so you can set them up in the program.

     

    To begin, here's how you can use the class tracking feature:

     

    1. Go to Settings gear icon and then select Account and settings.
    2. Click Advanced, then select Categories.
    3. Select Track classes to turn it on. A reminder, if you want to be notified when a transaction isn’t assigned a class yet, select Warn me when a transaction isn't assigned a class.
    4. Select an option from the Assigned classes ▼ dropdown:
      • If you don’t need to assign a class to each product you sell to your customer, select One to entire transaction.
      • If you need to assign a class to each product you sell to your customer, select One to each row in transaction.
    5. Select Save.

    Please see the screenshot below for seamless navigation.

     

     

     

    For more details about this feature and how you can implement it in your process, refer to this page: Get started with class tracking in QuickBooks Online.

     

    You can also check this handy article to learn more about the location tracking option: Set up and use location tracking.

     

    On the other hand, feel free to explore this page in case you want to track customer transactions or your sales in QBO: Run a report.

    Our QuickBooks Live Expert Assisted can offer tips and guide you to streamline the process of handling customer transactions. You can check them out anytime.

     

    If you also need assistance dealing with customers payments, please let me know in the comment section. I'll make it my top priority to provide you with the details needed to address your inquiries, Ross. Keep safe.