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JustineCUE
Level 3

Adding Customer /Client Account Numbers

Does anyone know if we can add a Customer/Client Account Number to QBO without using a custom field?  All I can seem to find is either adding a number to the chart of accounts or instructions for adding a number to the customer name or address fields.  Did they remove the account number field in online?  This should be a pretty standard field.

Thanks,

3 Comments 3
Nick_M
QuickBooks Team

Adding Customer /Client Account Numbers

Hi there, JustineCUE.

 

You can absolutely assign customers account numbers, I'm happy to show you how. You can assign account numbers to your clients that can be internal (lets you sort customers numerically) or external facing (appears on customer invoices).

 

To assign account numbers to your customers:

  • For internal only and numerical sorting
    1. From the left menu, select Sales.
    2. Select Customers/Clients.
    3. Select a customer to open the customer page, then choose Edit.
    4. In the Display name as field, enter the account number before the customer name.
    5. Select Save.

The account number now appears in front of the customer's name on internal lists and screens.

  • For customer facing numbering
    1. From the left menu, select Sales.
    2. Select Customers/Clients.
    3. Select a customer to open the customer page, then choose Edit.
    4. Uncheck the Use display name checkbox.
    5. Add the account number on the Print on check as field. Note: To see the account number reflected directly under the customer's name use the first line of the Street field.
    6. Select Save.

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

 

If there's anything else I can help you with, feel free to post here anytime. Thanks for stopping by and have a nice Wednesday afternoon. 

JustineCUE
Level 3

Adding Customer /Client Account Numbers

@Nick_M Thanks Nick.  Yeah, I found those instructions, for adding the number to the name or address fields.  QB Desktop had an actual Account Number Field, that is what I was looking for.  Looks like they just don't have the option in Online.  Thanks for trying, appreciate your time.

wkde
Level 1

Adding Customer /Client Account Numbers

Do you mind me asking how you got on with this work around? I am in the same position and find it odd they don't have a simple field like this!

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