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citymoosecaterin
January 14, 2024
Question

Is there a way to have customers with the same name? Some names are common and I need to have more than one Jack Smith. They have different emails.

  • January 14, 2024
  • 1 reply
  • 0 views
Typically, Quickbooks does not allow you to have a customer with the same name as another.  They don't want confusion.  On occasion, we do have people with the same first and last name so I need to be able to bypass this.

    1 reply

    JenoP
    JenoP
    January 14, 2024

    Thank you for contacting us about setting up customer profiles in QuickBooks Online, citymoosecaterin. I understand you have multiple clients with very similar names and are looking for the best way to handle this in QBO.

     

    You're correct that currently, QuickBooks does require unique names for all customers, vendors, and employees. This is essential for maintaining data integrity when running reports.

     

    Since identical names are not allowed, a good workaround is adding a middle name, middle initial, suffix, or other modifier to slightly distinguish similar names. For example, "John Smith" and "John R. Smith".

     

    Additionally, here are a couple of helpful support articles related to managing customers in QuickBooks Online that you may want to bookmark:

     

     

    Please don't hesitate to reach back out to the QuickBooks team if you need any other assistance setting up and managing your customer information in QBO, citymoosecaterin. We're always here to help resolve issues, provide guidance, and answer questions about effectively using QuickBooks Online for your business.

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    citymoosecaterinAuthor
    January 16, 2024

    It's not typical to ask for a client's middle initial in my industry (catering).  Client's will find it obtrusive if it's something I ask for initially.  All email addresses are unique.  Why can't there be a way to keep reports/customers unique via this?

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