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soparopah21
July 9, 2020
Solved

Our customer list is growing and I'm running into the problem of having multiple customers with the same name. Advice on how to deal with this?

  • July 9, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by Kendra H

Good evening, @soparopah21. 

 

Thanks for posting your question here in the Community. I'm here to provide information with having duplicate names. 

 

In QuickBooks Online, if you have customers with the same name, here's how to change the display name: 

  1. Hover over the Sales tab, and then select Customers. 
  2. Click on the name of the duplicate customer. 
  3. Choose Edit in the top right corner. 
  4. Change the Display name as format to "last, first,' or you can also use a middle initial. 
  5. When you're done, go to Save & Close. 

 

For more detailed steps, you can refer to this helpful article: Error: The name supplied already exists. Another customer, vendor, or employee is already using this name. 

 

If you have any more questions or concerns, I'm always here to help. Have a good one!

1 reply

K
Kendra HAnswer
July 9, 2020

Good evening, @soparopah21. 

 

Thanks for posting your question here in the Community. I'm here to provide information with having duplicate names. 

 

In QuickBooks Online, if you have customers with the same name, here's how to change the display name: 

  1. Hover over the Sales tab, and then select Customers. 
  2. Click on the name of the duplicate customer. 
  3. Choose Edit in the top right corner. 
  4. Change the Display name as format to "last, first,' or you can also use a middle initial. 
  5. When you're done, go to Save & Close. 

 

For more detailed steps, you can refer to this helpful article: Error: The name supplied already exists. Another customer, vendor, or employee is already using this name. 

 

If you have any more questions or concerns, I'm always here to help. Have a good one!

D
daveskinner1984
April 17, 2022

I also am having the same issue for instance endangers popped up for one of my customers Gary Smith. I have done work for Gary Smith and now I have another customer named Gary Smith. The thing is there's a lot of Gary Smith's in our area. What do you do in the case of this just adding a middle initial that could even possibly be the same won't work.

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pbb2
May 15, 2022
Any solution to this problem? I like my customer list to display "all" customers last name first. It doesn't really work to have all displayed as last name first, except a few exceptions when you have to display first name first because of idential names. Then what happens when you get 3 customers with the same name???!??!!
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