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jackmurphy
January 24, 2020
Solved

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

  • January 24, 2020
  • 17 replies
  • 31 views
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Best answer by payment after leaving

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?


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.

17 replies

EmmaM
Level 10
January 24, 2020

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

 

jackmurphyAuthor
January 24, 2020

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?

MaxedIT
August 3, 2021

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!


Hi Adrian_A,

 

I have the same issue. I am importing multiple customers and the Name field in the file always appears in the 'Display As' field, instead of the Company Name. The 'work around' you describe is exactly what we are doing, so is not a fix. 

Is there a way to change the default 'Display As' field for new records?

Any other suggestions

 

Many Thanks


Roger

JulieB2G
January 3, 2022

I just imported 289 customers and the display name for all of them is the customers First & Last Name, NOT the company name. 

 

Is there a default setting in Quickbooks so that all of the imported companies can be the Company Name and not the contact name? 

 

From what I have read, I will have to go back and edit ALL 289 and drop down the "display name", please tell me that there is a better way to do this. 

 

Thank you. 

GeorgiaC
Level 13
January 4, 2022

Hi JulieB2G, there is currently no way to batch-edit this, unfortunately, you would need to change the display name of each manually. 🙇‍♀️

office-TB
March 25, 2022

This is a great example of something that QB can and should do better.  This setup is Illogical as well as, I would think, not too difficult to fix.  This shouldn't be a thing.

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