Question

Customer names on QBO invoices

Forum|Forum|2 years ago
February 6, 2024
1 reply
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I am having an issue with QBO (I recently migrated from the desktop). When I create an invoice for a customer, the customer gets the Invoice with the company name instead of the customer display name.

I already tried changing it in the "custom form styles" field and I don't have any options there to change that the invoice should show up with the customer name instead of the company name.

Thanks in advance

QuickBooks Online

J

JorgetteG

Thank you for taking the time to post your concern here in the Community, @Accountant 33 and I appreciate the action you took.

I know another way you can perform to help the customer display name to show when creating an invoice.

In order for the customer's profile to appear in transactions or invoices, let's make sure that their information is appropriately entered into the customer list.

Here's how to do it:

1. Go to Sales, then select

2. Choose the customer you want to update.

3. Select Edit.

4. In the Customer display name field, enter what you want to display for the customer. (this is a required field)

5. Then, review the customer's display name and make edits if necessary.
6. Click Save.

In addition, here are some articles that can help you manage your invoicing:

Don't hesitate to notify me if you have further questions about your customer settings. As always, I'm always here to help.

A

Accountant 33Author

Thank you for your response.

I am still experiencing an issue when attempting to update my invoice. Firstly, the company name appears as a dropdown, which I believe the system is actually using that for the invoices. Secondly, even when I manually update the company name, it does not appear on the invoice. As an example, I want the invoice name to show as "62 Clermont Ave and Union Ave Plaza," but instead it is displaying as "Union Ave Plaza."

See snip