Banking

It's a good thing that you reached out to us regarding your concern about the display name of your customer, @genthvac. 

In QuickBooks Online (QBO), when you alter a part of the display name and then import it again, QBO will treat it as a new entry and create a separate customer profile.

If you are looking to import multiple customers with updated display names or other changes, it is advisable to either update them manually within QBO or utilize a third-party application that can manage bulk updates effectively. This will help maintain the integrity of your customer data.

Here's a sample photo for you:

To enhance your understanding of organizing your customer list, take a look at this article: Add and manage customers in QuickBooks Online.

Additionally, you can check this article if ever you're interested in organizing your customers by type here in QBO: Organize or sort customers by type in QuickBooks Online.

Additionally, consider setting up a free consultation with our QuickBooks Live Expert Assisted service. Our knowledgeable professionals are prepared to provide personalized recommendations and comprehensive guidance tailored to your requirements. They will help you efficiently manage your QuickBooks Online account, this assistance will enable you to streamline your business operations and focus on what's essential for growing your business.

 For any clarifications regarding to the display name of your customer, just simply reply on the thread below. We'll be assist you promptly. Best wishes!