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amessner
February 21, 2024
Question

Bulk-edit client display names in QBO Accountant Console

  • February 21, 2024
  • 1 reply
  • 0 views

I have a QuickBooks Online Accountant console with hundreds of clients on it. I need to append each client's client ID from our billing system to the display name on the QBOA console. Is there a way to do this? I'm looking for any suggestions - native QBOA capability, QBO API, third-party app, homebrew script, etc.

Thanks!

1 reply

Clark_B
Clark_B
February 21, 2024

Welcome to the Community, @amessner.

 

I understand the importance of editing in bulk for your client's display name in QuickBooks Online (QBO). Let me share an insight about this feature you want to have in your QuickBooks 

account.

 

Currently, the feature to bulk-edit client display names is unavailable. For now, I suggest looking for a third-party app. You can check this website to look for a function that will enable you to bulk-edit a client display name: App Center.

 

Also, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

 

Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, select Next to submit a feedback.

 

You can also check this to track your request: Customer Feedback for QuickBooks Online.

 

I'll also add this article to guide you on how to add, edit, delete, or merge customers: Add and manage customers.

 

Feel free to reach out again. If you have any other concerns about editing a client display names or other QBO-related concerns. I'll be here to further assist you.

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