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Replying to:
katherinejoyceO
QuickBooks Team

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Thanks for following this thread, @scot19. We can only enter the customer's name to transactions in the register in the memo field. 

 

If you're using QuickBooks Online, here's how:

 

1. Click the Banking tab in the left menu.

2. Ensure the account you need to work on is highlighted in blue.

3. Select the blue link that says Go to Register.

4. Click the transaction you'd like to add a customer's name to, then hit Edit.

5. Enter the customer's name in the Memo field, then click Save and close.

 

However, if you're using QuickBooks Desktop, you can create rules to speed up the categorization of your transactions. That way, you can assign a Customer:Job to the transactions. 

 

For more details, check out the steps under Optional-Create rules to categorize transactions in this help article: Add and match Bank Feed transactions in QuickBooks Desktop.

 

I wish you and your business continued success. Please let me know if you have any other questions.

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