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AldrinS
QuickBooks Team

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Greetings, JimL23378.

 

Thanks for joining the thread. I'm here with some insight to provide regarding this matter.

 

To clarify, are you trying to add identifiers for customers, vendors, and projects, that works just like account numbers? If so, you could use the Display name as field and manually add the alpha-numeric numbers for your customers and vendors.

 

Meanwhile, for your projects, you can simply edit the Project name and add the appropriate characters. The steps below will guide you through the entire process:

Customers or Vendors

  1. Select Sales in the left navigation menu. For vendors, select Expenses instead.
  2. Go to the Customers (or Vendors) tab.
  3. Select the customer's (vendor's) name.
  4. Click the Edit button.
  5. In the Display name as field, make the necessary changes.
  6. Click Save.

Projects

  1. Click Projects in the left navigation menu.
  2. Select the Options drop-down menu, then choose Edit this project.
  3. Change the Project name as necessary.
  4. Click Save.

That should do it. Please keep in touch if there's anything else I can do for you. Have a great day!

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