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jdg1
Level 1
posted
‎September 06, 2020 01:56 PM
last updated ‎October 05, 2020 7:51 PM

In my reports, I only see customers with the name of the person I am sending the invoice to. How can I get a report showing the company i am billing not the individual?

 
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1 Comment 1
Kristine Mae
Moderator
Moderator
‎September 06, 2020 02:56 PM

In my reports, I only see customers with the name of the person I am sending the invoice to. How can I get a report showing the company i am billing not the individual?

We'll have to change the display name, Jdg1. It will help you select the name that'll appear on transactions and reports.

 

I'll walk you through the steps:

  1. Click  Sales.
  2. Go to the Customers tab.
  3. Select the customer to open their profile.
  4. Click Edit.
  5. Under Display name as, select the company name.
  6. Click Save.

When you open any reports, it will show the company name already.

 

Also, I'll add the reference on how to customise reports in QuickBooks Online. It'll help you get the most out of the reports. 

 

If you have other concerns, please feel free to reach out to us again. Keep safe!

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