Does the customer display name show on any documents/correspondence that is sent to the customer from QuickBooks?

Hi -megabeam-com-au, 

You're correct. The display name you've entered on the customer profile will show on the sales transaction or email you've print or sent to your customer. You may try to check on Print or preview option on an invoice to see how it looks like. 

Also, you can customise the default email message or greetings on your sales forms. Here's how: 

1. Go to Gear icon and select Account and Settings.
2. Select Sales.
3. Select a greeting you prefer.
4. Enter your Email message.
5. You can tick on Email me a copy at (your email address) if you would like to receive a copy of emails you've sent to your customers. 
6. Select Save and Done. 

You can check on this article on how you can add and manage customers in QuickBooks Online.

Feel free to leave a comment below if you have any other questions. 

I have already checked the email and print preview of an invoice and the Display Name does not show, only the Company Name and address. I want to make sure that the Display Name does not show on any correspondence. Please see the attached file for clarification.

Hi -megabeam-com-au,

The information you've selected on the Display name as on the customer profile will show on the invoice or sales transactions recorded in QuickBooks Online. You can either select from there the company name or customer name. Based on the screenshot you've provided, it seems that you've selected the company name which is why when you preview the invoice it will show the company name. The details showing on the Billing address section on the invoice creation page are automatically populated when you select a customer and it will show on the Invoice to section when you preview an invoice. 

If you need additional help, feel free to post again here.

I am sorry, I am still confused.  Are you saying that it can show if you select it, or that it will show regardless?

I cannot see the Display name as showing anywhere on our emails or invoice sent out by QuickBooks.

I apologise for the confusion, -megabeam-com-au.

As what is shown on the screenshot, you've selected AT & T on the Display name as section. That means that when you create an invoice and preview it will show you AT & T. If you wanted to show the customer name instead of the company name on your invoices, you can change it by following these steps.

1. Go to Sales and select Customers. 
2. Select a customer on the list. 
3. Select Edit.
4. On Display name as drop-down menu, select what you would like to show on your invoice, it can be a customer name or company name.
5. Select Save. 

Let me know if you need any help. 

I am sorry, that is not what is happening. I am assuming and hoping the Display name as is an internal thing that the customers do not see because that is not what is showing on the invoices.

You're correct, -megabeam-com-au.

Display name as description is only visible on the customer's profile. Rest assured that any information you've selected from the drop-down menu will show on the invoice whether it is a company name or customer name. You can see that on the Invoice to section when you preview an invoice. Please see attached screenshot for your reference. 

It is still not clear to me. Whatever is showing in my Display name as is not showing on any invoices. 

For example, from my previous screenshot, AT&T is the Display name as but the Company name Australian Timber etc is showing on the invoice - AT&T does not show anywhere on the invoice, which is what I want.

I just want confirmation that AT&T (the Display name as name) is not going to show on any other correspondence.

The example you have shown has the same Company name as Display name as name, so it is not much help.

Hi -megabeam-com-au,

If the details showing on the invoice when you preview is already correct, you may check the email settings to ensure that AT&T will not show on the email message. Here's how: 

1. Go to Gear icon and select Custom form styles.
2. Select Edit on the Standard template.
3. Select Emails tab. 
4. Select the greeting and name you would like to show on the email message. 
5. Select Done.

You may try to click on Save and send button on a sample or dummy invoice to see the email message and how it looks like on customer's end. 

we want to add a name/word to customers names and suppliers names that WILL NOT appear on invoices and purchase orders. how do we do that?

Thanks for chiming into this thread, ACCANO. I'll help you with adding a word to your customers or suppliers' names that will not show up in your sales and expense forms.

In QuickBooks Online (QBO), what you have selected in the Customer display name and Supplier display name will be the name to display in your sales or expenses forms.

That said, I recommend utilizing the Company name field as the name to show in your sales and expenses forms while adding a name or word to the First, Middle, and Last Name.

In addition, here are some articles that'll help you in editing, deleting, merging, and managing your customers and suppliers in QBO: 

• Add and manage customers in QuickBooks Online
• Add and manage suppliers in QuickBooks Online

Keep me posted if you still have questions or concerns with managing customers and suppliers in QBO. I'll be here to lend a helping hand. Have a good one!