Assign account numbers to customers in QuickBooks Online

Add account numbers to your clients in QuickBooks Online to help keep your accounts organized.

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Assign account numbers to your customers

While there is no official account number field, you can add an account number to a field displayed in QuickBooks Online or your customer’s invoices.

1. Select Sales, then Customers (Take me there).
2. Select a customer to open the customer page, then select Edit.
3. Add a unique account number to the beginning of the customer’s name in the appropriate field. QuickBooks won't keep you from using the same account number twice.
   • To sort by account number in QuickBooks, add a unique account number to Customer display name. Then, remove the number from Name to print on checks.
   • If you want customers to see the account number, enter “Account number:” and add a unique account number in the first line of Street address.
4. Select Save.