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

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Adrian_A
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Hello there, Ceevee.

 

The option to modify a customer's name by bulk isn't available in QuickBooks Online. However, I have a workaround that you may consider:

 

We can export the lists to an Excel file, and then from there, let's modify their name. Since your customers are an organization, I'd suggest creating a general name or a representative of the organization as your customer name.

 

Once you have it, make sure to enter it in the Name column on the CSV file. You can enter the name of the organization in the Company column.

 

 

When you're done modifying, you're good to import them again on your QBO account.

 

I've added this article as your guide when exporting and importing the list: Import/export CSV files.

 

Feel free to get back to me if you still need help. Take care!

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