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Replying to:
Mark_R
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Thank you for joining the thread, @Christo-FD.

 

I've come with a solution that can help you show the company name as a primary display instead of the customer's name.

 

At this time, QuickBooks doesn't have an option to change the primary name by batch. I understand that your client has 5,500 customers but you can only modify the display name one at a time.

 

However, I've got a workaround that you can consider. You can look for a third-party app that can help you with this. To do so, you can go to the Apps menu and search for an app.

 

You may also want to view the status of your sales transactions in your QuickBooks Online. You can go to the Sales menu and select All Sales.

 

I'm still open to your replies, @Christo-FD. If you have other concerns (account issues or product-related questions), don't hesitate to include them.

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