Hello, everyone.
I'll provide some steps to set up "Doing Business As" (DBA) information and use it when communicating with customers.
QuickBooks Online allows users to communicate with customers as DBA using the location tracking feature. However, this is only available for QBO Plus and Advanced.
To begin with, let's enable location tracking. Here's how:
- Go to the Gear icon.
- Select Account and settings, then the Advanced tab.
- In the Categories section, select Edit.
- Tick the checkbox to track locations.
- Click Save, then Done.
After that, proceed to these steps to add a location:
- Head to the Gear icon, then select All lists.
- Select Locations.
- Select New, then add the Name of the location.
- Tick the boxes to update the information you need to reflect on your sales forms. It allows you to edit the title, company name, address, email address, and phone number.
- Once done, click on Save.
Finally, utilize the newly created location when creating invoices or other sales forms.
Moreover, you might want to review this material for guidance when you're ready to enter customer payments: Record invoice payments in QuickBooks Online.
Feel free to get back to the Community if you have additional questions when sending invoices for DBA or other related concerns in QuickBooks Online. We can always lend a hand.
