I recognize the need to set up the same name for your customers to track them efficiently, citymoose. You'll want to submit a feedback request to our innovators, and I'll be glad to show you how.
Preventing confusion between the customers when tracking for reports is beneficial. You can share this idea with our product developers so they can consider it for future updates. Please know that the implementation still depends on the number of requests.
Here's how:
- Go to the Gear icon.
- Under the Profile column, select Feedback.
- Share your suggestion, then click Next.
You can visit our website or blog to track your requests and recent developments.
To learn what more you can do with your customers, refer to this article: Add and manage customers in QuickBooks Online.
I'm adding this reference to guide you through sending gentle reminders about their upcoming deadlines: Create and send customer statements in QuickBooks Online.
Let me know if you have more questions apart from creating the same customer's name. Just click the Reply button, and I'll keep in touch with you.
