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050260tt
February 26, 2024
Question

My customer's business name will not show up on the invoice. It is on a computer. How do I fix this?

  • February 26, 2024
  • 2 replies
  • 0 views
The phone number shows under business, but no name. The contact name shows with the phone number in billing address. I need the Company Name on the invoice.

    2 replies

    L
    LouiseG12
    February 26, 2024

    It is my pleasure to assist you @050260tt, how the invoice will display your customer's company name.

     

    In QuickBooks Online (QBO), when adding customers, ensure their profiles are complete so their information becomes visible on their transactions, like invoices.

     

    Here's how you can check or update your customer's profile:

     

    1. Go to Sales, then select Customers. 
    2. Select or search the customer's name you want to update.
    3. Select Edit.
    4. Make any changes.
    5. Select Save.

     

    If your customer's business name is still missing from the invoice even after you have all the necessary information. I suggest performing some basic troubleshooting, as QuickBooks Online (QBO) periodically exhibits strange behavior caused by cached internet cache files. The following keyboard shortcuts can be used to launch an incognito window or private browser:

     

    • Safari: Command + Shift + N
    • Google Chrome: CTRL + Shift + N
    • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

     

    If it works, I recommend clearing your cache and cookies to update any website preferences that might be interfering with the program's operation. If not, you can use a compatible alternative supported browser. There could be a brief issue with the QuickBooks version you are now using.

     

    I'll be sharing this article if you ever want to monitor the unpaid balances of your customers to ascertain the amount owed and the duration of their past due status: Run an accounts receivable aging report.

     

    I'm always here to help with your QuickBooks tasks. Don't hesitate to reach out!

    0
    050260ttAuthor
    February 26, 2024

    Done all that. Didn't work. Finally talked to customer service. Which was a joke. She kept repeating my problem back to me, put me on hold, then repeated the problem and put me on hold. This went on for 10 minutes. Told me I need to delete the current estimate I was working on and create a new one. Really!!! I do a LOT of estimates and some are 2 pages or more, and if this happens again, I'm just supposed to delete it and start over?? That was what she told me to do.

    0
    050260ttAuthor
    February 26, 2024
    This post has been deleted.

    Yeah that was a joke

    J
    JoanaC
    February 26, 2024

    Hi there, 050260tt. Thank you for your prompt response on the thread.

     

    I see where you're coming from, there could be various reasons why the company is not displaying. One possible reason might be that the customer's display name matches their name.

     

    Here's how you can edit your customer's file:

     

    1. Go to Customers.

    1. Next, click the customer's name.
    2. On the upper right side, click Edit. 

    1. Under Customer's Display Name, please edit the display name of your customer to their company name.

    1. Click Save.

     

     

    Once done, you can see the company name on the invoice itself.

     

    Please note: That if you fill in the first and last name of your customer, it will also appear on the invoice. Additionally, the name on the screenshots is sample only. If issue persists, can we please have a screenshot to see your set-up. 

     

    You can check this article for more information about customers: Add and manage customers in QuickBooks Online.

     

    Let me share also some articles that can help you manage your vendors in the future:

     

    If you still have concerns about your customer's company name, you can always reply on the thread or create a new post. Have a great day and take care.

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