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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
JonpriL
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Hello @CindyPelletier,

 

You can remove the checkmark on your customer's profile so the name can be shown when searching it. Let me show you.

  1. Go to Sales.
  2. Select Customers.
  3. Find and open any of your customer's profile.
  4. Click Edit,
  5. Under Display name as, remove the checkmark.
  6. Click Save,

On top of that, here's an article you can read to learn more about how you can organize your customers' list: Add and manage customers in QuickBooks Online.

 

Additionally, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Online Year-end Checklist.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

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