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jackmurphy
Jan 24, 2020 11:43 AM UTC
Solved

Is it possible to display our customers name by default on an invoice?

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payment after leavingAnswer
Jan 27, 2020 2:19 PM UTC

Hello I have just tried that and it hasn't worked - in my example the company name, display name and the contact name are all visible in quickbooks - but when I sync and invoice from Shopvox it just shows their address in the billing address field?


Hi jackmurphy

 

If all the customer information is there and appears correctly when you manually create an invoice within QuickBooks w recommend that you contact Shopvox customer support.

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17 replies

EmmaM
Jan 24, 2020 2:07 PM UTC

Hello Jackmurphy

 

To enable the customers name to be defaulted on the invoice you can go ( in a browser version) to sales>customers>select the customer >go to new transaction in the left hand side drop down and select invoice and the customer name will be defaulted in there.

 

Emma

 

jackmurphyAuthor
Jan 24, 2020 2:10 PM UTC

Thank you - we create our invoices using a third party software (Shopvox) which syncs into Quickbooks. It adds the invoices onto the company profile, but it will only display the address in the billing address section, not the company name or contact name?

Catherine_B
Jan 24, 2020 6:05 PM UTC

Hello there, jackmurphy. 

 

We can go to the Customer's profile within QuickBooks to check if the names is both entered in the Company and Display name as field. 

 

Let me show you how:

  1. Go to the Sales menu and click Customers.
  2. Select the customer's name and click Edit at the upper-right.
  3. Enter the Company name in the customer's name in the Display name as field.
  4. Click Save.

Let's go back to your shopVOX account and sync an invoice to verify if it now displays other customer details. 

 

I'll be here if you need more help!

JulieB2G
Jan 3, 2022 9:03 PM UTC

I just imported 289 customers and the display name for all of them is the customers First & Last Name, NOT the company name. 

 

Is there a default setting in Quickbooks so that all of the imported companies can be the Company Name and not the contact name? 

 

From what I have read, I will have to go back and edit ALL 289 and drop down the "display name", please tell me that there is a better way to do this. 

 

Thank you. 

GeorgiaC
Jan 4, 2022 10:05 AM UTC

Hi JulieB2G, there is currently no way to batch-edit this, unfortunately, you would need to change the display name of each manually. 🙇‍♀️

office-TB
Mar 25, 2022 3:04 AM UTC

This is a great example of something that QB can and should do better.  This setup is Illogical as well as, I would think, not too difficult to fix.  This shouldn't be a thing.

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