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mconcepcion
Level 1

Can I change the category names on the left hand side?

On my QB online there is a black column that lists all my categories (banking, expenses, sales etc.) I would like to change the name under Sales from Customers to Clients, am I able to do that?
1 Comment 1
Catherine_B
QuickBooks Team

Can I change the category names on the left hand side?

Hi mconcepcion, 

 

Yes, you can definitely change the Customers label to Clients. Here are the easy steps you can follow: 

 

  1. At the upper-right, click the Gear icon and select Account and settings.
  2. From the left menu, select Advanced.
  3. Scroll down to the page where you can see the Other preferences section.
  4. Under the Customer label drop-down, click Clients.
  5. Select Save and then Done.

To refresh the changes, you can press F5 on your keyboard and then log out and log back in. Then, check the Sales menu and you'll see that aside from the label Customers, you'll now see the Clients option.

 

If there's anything else that you need help with settings up your account and handling client transactions, you can use these references: 

 

Feel free to mention me in your replies or posts if there's anything else that you need help with. Keep safe!

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