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J
jack-1904htm-com
July 5, 2022
Question

Is there a way to change the name that shows up on the client's credit card statement? I need my company name instead of the generic QuickBooks identifier.

  • July 5, 2022
  • 1 reply
  • 0 views
If it wasn't obvious, I'm using QuickBooks Merchant Processing to accept credit card payments.

1 reply

C
Carneil_C
July 5, 2022

There is, indeed, @jack-1904htm-com. I’m happy to guide you on how to change your customer’s name. 

 

You can go to your customer's profiles and change the name from there, so it'll show up on your customer’s statements. I’ll show you how to do this:

 

  1. From the Sales menu, go to the Customers tab.
  2. Select the customer from the list.
  3. Click the Edit button.
  4. Edit your customer’s name and click Save when done. 

 

For more details about this process, feel free to review this article: Adding and managing customers in QuickBooks Online.

 

Additionally, you’ll want to pull up some reports that can give you a snapshot of your business and personalize them to modify the information according to your needs. Feel free to visit these helpful resources:

 

 

Let me know how else I can help you with managing your customer’s information in QuickBooks Online. I'm more than happy to lend a helping hand. Keep safe always. 

S
shellyatzorro
July 20, 2023

I have this same question, but the current response was for changing the customer's name, not our own business name when the customer sees it on their card statement.  Can you please add a response to the original question?

MorganB
MorganB
July 20, 2023

Good morning, shellyatzorro.

 

Thanks for joining this conversation thread. I'm happy to provide some info about changing the details in QuickBooks Online that your customers see.

 

This can be edited in the Account and Settings area of your account. Here's how:

 

1. Click the Gear icon in the top right corner.

2. Select Account and settings.

3. In the Contact info section of the Company tab you can make changes to the "customer-facing" information.

4. Click Save and then Done when you're finished.

 

Here's how this will look in your account:

 

I'm linking a few articles below that I believe you'll find helpful:

 

 

With this info you'll be able to enter how your business details will appear to your customers. Please feel free to reach back out if you happen to have any other questions.

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