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

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Ceevee
Level 3

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Hi jackmurphy,

 

We are just starting out with QB and I see that the customer name (very strangely!!) defaults to an individual person's name. Which is weird when the customer is an organization, not "Joe Blow" in Accounts. You've explained here in this thread how to set the display name for one customer record, but since we've just imported hundreds of business customer records (where the customer is an organization and the individual contact name is something like "Accounts Payable"), do you know if there is a way to change that setting for all customers as a bulk action, so it displays the organization names?

Thanks!

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