New Quickbook clients appearing as "10 for 10 placeholder..." despite setting company name
I am using the browser version of Quickbook accountant. When I setup a new client with one of my "10 for 10" placeholder accounts, the website will not update these details for me. If I go to the company page it will show the new name and I can use it like normal however on almost every other instance it will simple show - for example - "10 for 10 placeholder05_5678." The most frustrating of these instances being the small dropdown menu on the top left which allows me to switch between clients. How do I fix this issue? It is incredibly inconvenient having to write down notes on paper just to be able to navigate the Quickbooks website.
New Quickbook clients appearing as "10 for 10 placeholder..." despite setting company name
Hello BS Business14, Thanks for getting in touch with the Community! Can we get you to click on the edit client in the client section and then the display name does that show as the placeholder? You mentioned in the company itself everything shows correctly it is just on your accountant dropdown and in the client section it does not is that right?
New Quickbook clients appearing as "10 for 10 placeholder..." despite setting company name
Hello BS Business14, Thanks for getting in touch with the Community! Can we get you to click on the edit client in the client section and then the display name does that show as the placeholder? You mentioned in the company itself everything shows correctly it is just on your accountant dropdown and in the client section it does not is that right?
New Quickbook clients appearing as "10 for 10 placeholder..." despite setting company name
Hi EmmaM, thanks for your quick response! I went to the client page and edited the client's display and that has resolved the issue. Feel silly for not noticing something that simple! I really appreciate your help! Hope you have a great week :)
New Quickbook clients appearing as "10 for 10 placeholder..." despite setting company name
Hello BS Business14, Lovely stuff, we're happy that is displaying correctly for you now:smiling_face_with_smiling_eyes:You too have a good one despite this weather:umbrella_with_rain_drops: and any further Q's feel free to ask in the Community!
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