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jackmurphy
Level 1

Is it possible to display our customers name by default on an invoice?

 
7 REPLIES 7
EmmaM
QuickBooks Team

Is it possible to display our customers name by default on an invoice?

Hello Jackmurphy

 

To enable the customers name to be defaulted on the invoice you can go ( in a browser version) to sales>customers>select the customer >go to new transaction in the left hand side drop down and select invoice and the customer name will be defaulted in there.

 

Emma

 

jackmurphy
Level 1

Is it possible to display our customers name by default on an invoice?

Thank you - we create our invoices using a third party software (Shopvox) which syncs into Quickbooks. It adds the invoices onto the company profile, but it will only display the address in the billing address section, not the company name or contact name?

Catherine_B
QuickBooks Team

Is it possible to display our customers name by default on an invoice?

Hello there, jackmurphy. 

 

We can go to the Customer's profile within QuickBooks to check if the names is both entered in the Company and Display name as field. 

 

Let me show you how:

  1. Go to the Sales menu and click Customers.
  2. Select the customer's name and click Edit at the upper-right.
  3. Enter the Company name in the customer's name in the Display name as field.
  4. Click Save.

Let's go back to your shopVOX account and sync an invoice to verify if it now displays other customer details. 

 

I'll be here if you need more help!

jackmurphy
Level 1

Is it possible to display our customers name by default on an invoice?

Hello I have just tried that and it hasn't worked - in my example the company name, display name and the contact name are all visible in quickbooks - but when I sync and invoice from Shopvox it just shows their address in the billing address field?

John C
QuickBooks Team

Is it possible to display our customers name by default on an invoice?

Hi jackmurphy

 

If all the customer information is there and appears correctly when you manually create an invoice within QuickBooks w recommend that you contact Shopvox customer support.

Ceevee
Level 3

Is it possible to display our customers name by default on an invoice?

Hi jackmurphy,

 

We are just starting out with QB and I see that the customer name (very strangely!!) defaults to an individual person's name. Which is weird when the customer is an organization, not "Joe Blow" in Accounts. You've explained here in this thread how to set the display name for one customer record, but since we've just imported hundreds of business customer records (where the customer is an organization and the individual contact name is something like "Accounts Payable"), do you know if there is a way to change that setting for all customers as a bulk action, so it displays the organization names?

Thanks!

Adrian_A
Moderator

Is it possible to display our customers name by default on an invoice?

Hello there, Ceevee.

 

The option to modify a customer's name by bulk isn't available in QuickBooks Online. However, I have a workaround that you may consider:

 

We can export the lists to an Excel file, and then from there, let's modify their name. Since your customers are an organization, I'd suggest creating a general name or a representative of the organization as your customer name.

 

Once you have it, make sure to enter it in the Name column on the CSV file. You can enter the name of the organization in the Company column.

 

 

When you're done modifying, you're good to import them again on your QBO account.

 

I've added this article as your guide when exporting and importing the list: Import/export CSV files.

 

Feel free to get back to me if you still need help. Take care!