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BruceL
March 27, 2021
Question

Customer data entry

  • March 27, 2021
  • 1 reply
  • 0 views

Why is it that when I enter a new customer in an invoice eg Mr John Smith, when I click on "+ details" QBO puts the Mr into the first name box and John into the middle name box. Is it that difficult to program QBO to recognise common titles and to automatically enter the data correctly? Anyone else come across this issue?

1 reply

MichelleBh
MichelleBh
March 27, 2021

Hi there, @BruceL.

 

Let me share with you some explanation about recognising titles in QuickBooks Online (QBO). 

 

The Name box on the Invoice page defaults to the customer's full name. Since the title is optional that's the reason why QBO unable to recognize Mr. 

 

To ensure your customer information is correct, I'd recommend entering John Smith in the field, the click the + Details to add a title. Also, make sure to choose the correct Display name as. 

 

See the sample screenshot below for your reference: 

 

 

You also have an option to go to the Sales tab, then choose the Customers button to add the client's information. For more details, check out this article: Add and manage customers in QuickBooks Online.

 

I'd also encourage you to visit these pages about how to handle sales transactions, reports, and personalising forms. 

 

 

Feel free to get back to me if you need additional assistance with your customer's data. I'm glad to share additional insight whenever you need it. Keep safe. 

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