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

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?

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!

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,

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!

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!

I have this same problem with the third party software we are using.  Did you ever get your problem solved? 

Nope unfortunately not. Our best work around is putting the company name as the first line of the address so then it appears on the invoices in qbo. It's not ideal and in my opinion QBO should just display the company name on the invoice because that makes the most amount of sense, but unfortunately that isn't the case. 

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

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. 

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

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.

Am also dumbfounded that QBO focuses on small business, but will not allow you to set customer names to the business name.  Lack of forethought there.

To make matters worse, I have exported all customers to an excel sheet, but QBO does not export the company name, so I have to add it manually on the spreadsheet.

There has to be better alternatives to QBO

One update to help others.  I found to better export the customers list, go to reports, "Customer Contact List Report" and select the gear box setting button and add the column, Company.  Then export the data.

Is there a way to default the Client name as Company rather than Client First/Last name? 

I'll walk you through the steps to change your client's name display in QuickBooks Online (QBO).

We can go to the client's information window and change the display name from there to appear on all transactions. Here's how:

1. Go to Sales and select Clients.
2. Click the name of the client, then select Edit.
3. Under the Display name field, enter the name of the company.
4. Select Save.

To update the client's QuickBooks Online company name, here's how:

1. From your client's QuickBooks Online account, click on the Gear icon.
2. Select Account and Settings.
3. In the Company section, update the Company name.
4. Click on Save.

Furthermore, here's a helpful reference to assist you in organizing and keeping track of your customers: Add and manage customers in QuickBooks Online.

If you need help with QBO tasks, our Community is here for you 24/7. Reply below and we'll promptly provide the assistance you need. Wishing you safety and a wonderful remainder of your day.