It is my pleasure to assist you @050260tt, how the invoice will display your customer's company name.
In QuickBooks Online (QBO), when adding customers, ensure their profiles are complete so their information becomes visible on their transactions, like invoices.
Here's how you can check or update your customer's profile:
- Go to Sales, then select Customers.
- Select or search the customer's name you want to update.
- Select Edit.
- Make any changes.
- Select Save.
If your customer's business name is still missing from the invoice even after you have all the necessary information. I suggest performing some basic troubleshooting, as QuickBooks Online (QBO) periodically exhibits strange behavior caused by cached internet cache files. The following keyboard shortcuts can be used to launch an incognito window or private browser:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
If it works, I recommend clearing your cache and cookies to update any website preferences that might be interfering with the program's operation. If not, you can use a compatible alternative supported browser. There could be a brief issue with the QuickBooks version you are now using.
I'll be sharing this article if you ever want to monitor the unpaid balances of your customers to ascertain the amount owed and the duration of their past due status: Run an accounts receivable aging report.
I'm always here to help with your QuickBooks tasks. Don't hesitate to reach out!
