QuickBooks HelpQuickBooksHelpIntuit

How to assign account numbers to customers

SOLVEDby QuickBooksQuickBooks Online13Updated 5 days ago

Learn how to assign account numbers to your clients in QuickBooks Online to help you stay on top of things and keep your accounts organized.

You can assign account numbers to your clients that can be internal (lets you sort customers numerically) or external facing (appears on customer invoices).

Note: These suggested entries are made manually. Hence, you will not get a warning message if a particular number has already been used.

To assign account numbers to your customers:

  • For internal only and numerical sorting
    1. Go to Get paid & pay and select Customers (Take me there).
    2. Select a customer to open the customer page, then choose Edit.
    3. In the Display name as field, enter the account number before the customer name.
    4. Select Save.

The account number now appears in front of the customer's name on internal lists and screens.

  • For customer facing numbering
    1. Go to Get paid & pay and select Customers (Take me there).

The account number now appears with the customer's name on invoices and other items.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this