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Hello there, @smclain.
I'd be glad to help you in setting the name of your customer as default in the Company field.
- Go to the Sales menu and then select the Customers tab.
- Select the customer's name and then click Edit.
- Enter the customer's name in the Display name as and in the Company field.
- Once done, click on Save.
You can view all the transactions of your customers by going to the Reports menu and then select Transaction List by Customer. You can also customize it to see the transactions of your specific customer.
Let me know if you have any other questions with QuickBooks Online. I'll be right here to help you.
