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How to assign account numbers to customers in QuickBooks Online

by Intuit Updated 1 month 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 organised.

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.

Assign account numbers to your customers

  • For internal only and numerical sorting:
    1. Go to Customers & leads and select Customers (Take me there).
    2. Select a customer to open the customer page, then select 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 Customers & leads and select Customers (Take me there).
    2. Select a customer to open the customer page, then select Edit.
    3. Add the account number in the Company name field.
      Note: To see the account number reflected directly under the customer's name use the first line of the Billing address field.
    4. Select Save.

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

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