cancel
Showing results for 
Search instead for 
Did you mean: 
genztaxadvisory-
Level 1

How to change the client display name on the client list page?

 
1 Comment 1
IntuitSheila
Level 8

How to change the client display name on the client list page?

Hi there,

 

Thanks for posting in the Community.

 

Let me guide you on how to edit your clients display name as in your QuickBooks Online account. Here's how to:

 

  1. Log in to QuickBooks Online for Accountant file
  2. Click on Clients tab.
  3. From the list locate the client's company name.
  4. Click on Edit client.
  5. From the Display name as, edit the client's company name.
  6. Click on Save.

That's it! You've now updated your client's display name as. 

 

Check this link to learn more on how to: Manage clients in QuickBooks Online Accountant.

 

Post again in the Community if you require more help with your QuickBooks Online account. I am around to help you.