genthvac
Level 1

Banking

What if I want to make a mass change in the Display Name only, but leave the First & Last Name the same or Company Name the same.  To keep up with our Maintenance Agreement Customers easily, we chose to put the following in front of their names in the Display Name only "***PREPAID*** followed by the name".  We done it this way because the Display name doe not show to the customer on an invoice but allows us to keep those customers together and find them easily.  We. now need to remove the ***PREPAID*** portion of that because we are using a Field Service Management Software that uses QBO's Display Name as the Job Location Name in the new software and therefore, it will display on Invoices.  I need to make sure that if I remove the ***PREPAID*** from the downloaded excel spreadsheet and upload it back in to QBO, it will not duplicate my customers.