Skip to main content
February 18, 2021
Question

I use a main client with the same details but the name on invoice changes everyone is there a way to save the customer but change the name each time?

  • February 18, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

AlexV
February 18, 2021

Hi useradamburke!

 

Let me share something about setting up a customer.

 

When you edit the customer's name, it'll affect the existing transactions. If you want to use the same details such as email, addresses, etc. but a different name, you'll want to add another customer.

 

For your reference, here's how to add and manage customers in QuickBooks Online.

 

Comment below if you have other concerns. I'll be here!