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Replying to:
MorganB
Content Leader

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Hi there, tb kinetic.

 

Thanks for following up on this thread. I'd be glad to lend a hand so you're able to reflect the receipt to the correct customer profile. 

 

I recommend first trying to open the receipt and editing the customer name to show the correct one. This can be done by:

 

1. Clicking the Customers tab.

2. Select Customer Center.

3. Locate QuickBooks Customer and open the receipt.

4. Once you're viewing the receipt, change the customer name to the correct one you need at the top of the window.

5. Select Save & Close.

 

Additionally, you could delete the transaction with the incorrect name and manually recreate it to show your customer's name.

 

Feel free to comment below if you have any other questions. 

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