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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
paul72
Level 8

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Hi @25 yrs and now this 

(like the name, by the way!)

 

Welcome to the perpetual workaround that is QBO.

 

Short answer - you can't!

 

You need to go to Customer Record > Edit & delete everything shown in Title/First name/Middle name/Last name/Suffix.

That might upset the Customer display name field but you can enter anything into this box (even though it shows as a dropdown).

Use the Notes section to keep relevant information (Buyer's Name, Owner's Name, etc)

 

Hope this helps.

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