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How to assign account numbers to customers in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online79Updated 13 hours 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 organized.

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 Get paid & pay and select Customers (Take me there).
    2. Select a customer to open the customer page, then choose Edit.
    3. In the Customer display name field, enter the account number before the customer name.
      Note: Text you enter also appears in the Name to print on checks field. If you don't want the numbers on customer invoices, be sure to remove them from this field.
    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 Get paid & pay and select Customers (Take me there).
    2. Select a customer to open the customer page, then choose Edit.
    3. Add the account number in the Name to print on checks field.
      Note: To see the account number reflected directly under the customer's name, use the first line of the Street address field.
    4. Select Save.

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

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