How do you list a member (customer) where the couple use different last names?

Hello there, TBI.

I'm glad to provide insights on how you can enter a member or a customer who is a couple with different last names in QuickBooks Online (QBO).

There are two ways to set up a customer that is a couple, you can enter them separately or create a sub-customer to list both spouses and set up the parent as the family name.

If you want to enter them separately, they can maintain separate records for each member, including individual contact information. When it comes to reporting, they can utilize filters or groupings to analyze data for both members together or generate separate reports.

Here's how:

1. Go to Sales, then Customers.
2. Click New Customer.
3. Enter your customer’s info.
4. Then, select Save.

However, if you want them to be directly connected and have a breakdown of activity in the reports, you can enter them as sub-customers. To do this, refer to the steps below:

1. Go to Sales, then Customers.
2. Click New Customer.
3. Enter your their info.
4. Tick the checkbox for Is sub-customer.
5. In the Parent drop-down, find the parent customer or member, then select the Bill with parent or Bill this customer.
6. Then, hit Save.

Moreover, in getting a report for your members, you may have an option to customize the report with the Customer's full name depending on the report.

Furthermore, may I know how you set up the couple as customers with different last names?

To learn more about managing customers, check out this article: Add and manage customers in QuickBooks Online.

If everything is set and ready to track donations received, visit this article for future reference: Track funds you receive from donors in QuickBooks Online.

Please tag me in the comment below for additional questions about managing your customers or members in a non-profit organization. I'm always here to help you.

We currently use First Name: Tom & Jane; Last Name: Jones & Smith. We change the Display Name: Jones, Tom & Smith Jane and change the Check Name: Tom Jones & Jane Smith. This works except for the Bill To which prints as Tom & Jane Jones & Smith.

I appreciate what you've done so far, TBI Treasurer. Allow me to chime in and provide information about this matter.

In QuickBooks Online (QBO), when you print an invoice, the system automatically recognizes the first and last names. However, you can manually change the name to your preferred display name under the Bill to box. This allows you to customize the display of recipient names on your printed invoices according to your preferences.

Moreover, you can check these articles to learn how to get the most out of your financial reports. Also, how to update your QuickBooks Online account for a nonprofit organization.

• Configure an account for a nonprofit organization
• Customize reports in QuickBooks Online

Let me know if you have other concerns or need clarification about managing your pledges. The Community is always here to help 24/7. Keep Safe.