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

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JamesAndrewM
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I'll walk you through the steps to change your client's name display in QuickBooks Online (QBO).

 

We can go to the client's information window and change the display name from there to appear on all transactions. Here's how:

 

  1. Go to Sales and select Clients.
  2. Click the name of the client, then select Edit.
  3. Under the Display name field, enter the name of the company.
  4. Select Save.

 

To update the client's QuickBooks Online company name, here's how:

 

  1. From your client's QuickBooks Online account, click on the Gear icon.
  2. Select Account and Settings.
  3. In the Company section, update the Company name.
  4. Click on Save.

 

Furthermore, here's a helpful reference to assist you in organizing and keeping track of your customers: Add and manage customers in QuickBooks Online.

 

If you need help with QBO tasks, our Community is here for you 24/7. Reply below and we'll promptly provide the assistance you need. Wishing you safety and a wonderful remainder of your day.

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