Thank you for posting your concern about managing your customer’s information using QuickBooks Online (QBO) here in the community, Kevin.

I am here to guide you on locating the “display name as” and “print on” in your Customer’s details.

To do that:

1. Sign in to your QuickBooks Online account.
2. At the left panel of your screen, select Sales.
3. Then choose Customers.
4. Pick the customer that you want to reconfigure.
5. Click on the Edit tab located beside the New Transaction tab.
6. Type in the Customer display name the information you want.
7. In the same section, you can see the Name to print on Checks. There you can also decide on what information to put.
8. Once done, tap Save.

You can also refer to this article to gain more information on organizing your customers in QBO: Add and manage customers in QuickBooks Online.

Additionally, you can visit this blog page that entails closing the year smoothly and getting ready for 2020: QuickBooks Year-End Resources.

Let me know if you have more questions about managing your customers in QBO by leaving a comment. I’m just a post away.