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ianlmcr
Level 1

I need to set up a customer who displays as "John Doe and Jane Smith" for billing address and invoices. They live at the same address and are one family.How do I do that?

In the past I've used the first name field for both first names and last name field for both last names (First name: John and Jane, last name: Doe and Smith), but I'm getting complaints about how that displays.
Solved
Best answer October 12, 2020

Best Answers
katherinejoyceO
QuickBooks Team

I need to set up a customer who displays as "John Doe and Jane Smith" for billing address and invoices. They live at the same address and are one family.How do I do that?

Welcome to the Community, @ianlmcr. I'm here to guide you on setting up a customer's name that displays as John Doe and Jane Smith on your invoices. 

 

Let's edit your customer's name in the Customer Information window. From there, you can enter their name in the Display name as box. Here's how: 

 

  1. Click the Sales menu, then go to the Customers tab. 
  2. Locate and select the customer's name, then click the Edit button. 
  3. Enter John Doe and Jane Smith in the Display name as box.
  4. Enter the Billing address. 
  5. Click Save when done. 

 

Here's a screenshot for your visual guide: 

 

invoice name.JPG

And this is how it would look like when you create an invoice:

 

Capture.JPG

 

Here's an article for your reference: Manage your customer list. It also includes steps on how to delete, merge, and add sub-customers in QuickBooks Online.  

 

Let me know if you have additional questions. We're always delighted to help. 

View solution in original post

1 Comment
katherinejoyceO
QuickBooks Team

I need to set up a customer who displays as "John Doe and Jane Smith" for billing address and invoices. They live at the same address and are one family.How do I do that?

Welcome to the Community, @ianlmcr. I'm here to guide you on setting up a customer's name that displays as John Doe and Jane Smith on your invoices. 

 

Let's edit your customer's name in the Customer Information window. From there, you can enter their name in the Display name as box. Here's how: 

 

  1. Click the Sales menu, then go to the Customers tab. 
  2. Locate and select the customer's name, then click the Edit button. 
  3. Enter John Doe and Jane Smith in the Display name as box.
  4. Enter the Billing address. 
  5. Click Save when done. 

 

Here's a screenshot for your visual guide: 

 

invoice name.JPG

And this is how it would look like when you create an invoice:

 

Capture.JPG

 

Here's an article for your reference: Manage your customer list. It also includes steps on how to delete, merge, and add sub-customers in QuickBooks Online.  

 

Let me know if you have additional questions. We're always delighted to help. 

View solution in original post

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