I'll walk you through the steps on how you can change your customer's primary display in QuickBooks Online (QBO), @djwalters-gmail-.
We can simply go to the customer's information window and change the display name from there. Here's how:
- Go to Sales and select Customers.
- Click the name of the customer, then select Edit.
- Under the Display name as field, enter the name of the company.
- Select Save.
In addition, you can run the Transaction List by Customer report in QBO. This way, you can check your transactions (income and expenses), grouped by customers in QuickBooks. Just go to Reports and search for Transaction List by Customer report.
That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do.
