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It is my pleasure to assist you @050260tt, how the invoice will display your customer's company name.
In QuickBooks Online (QBO), when adding customers, ensure their profiles are complete so their information becomes visible on their transactions, like invoices.
Here's how you can check or update your customer's profile:
If your customer's business name is still missing from the invoice even after you have all the necessary information. I suggest performing some basic troubleshooting, as QuickBooks Online (QBO) periodically exhibits strange behavior caused by cached internet cache files. The following keyboard shortcuts can be used to launch an incognito window or private browser:
If it works, I recommend clearing your cache and cookies to update any website preferences that might be interfering with the program's operation. If not, you can use a compatible alternative supported browser. There could be a brief issue with the QuickBooks version you are now using.
I'll be sharing this article if you ever want to monitor the unpaid balances of your customers to ascertain the amount owed and the duration of their past due status: Run an accounts receivable aging report.
I'm always here to help with your QuickBooks tasks. Don't hesitate to reach out!
Done all that. Didn't work. Finally talked to customer service. Which was a joke. She kept repeating my problem back to me, put me on hold, then repeated the problem and put me on hold. This went on for 10 minutes. Told me I need to delete the current estimate I was working on and create a new one. Really!!! I do a LOT of estimates and some are 2 pages or more, and if this happens again, I'm just supposed to delete it and start over?? That was what she told me to do.
Yeah that was a joke
Hi there, 050260tt. Thank you for your prompt response on the thread.
I see where you're coming from, there could be various reasons why the company is not displaying. One possible reason might be that the customer's display name matches their name.
Here's how you can edit your customer's file:
Once done, you can see the company name on the invoice itself.
Please note: That if you fill in the first and last name of your customer, it will also appear on the invoice. Additionally, the name on the screenshots is sample only. If issue persists, can we please have a screenshot to see your set-up.
You can check this article for more information about customers: Add and manage customers in QuickBooks Online.
Let me share also some articles that can help you manage your vendors in the future:
If you still have concerns about your customer's company name, you can always reply on the thread or create a new post. Have a great day and take care.
This is also an issue for me, I have gone through and double checked the information I have entered into the contact portion of the customers profile and continued to have the same issue. My customers invoices are all recurring invoices (we are a subscription based company) so I had to spend almost 3 full days going through each and every invoice and making corrections there as well because what I updated in the customers profile did not update the recurring invoices in the system. Beyond frustrating. Contacted support and after wasting time, being disconnected by agents who clearly have no idea what they are doing, attempting to contact someone who can actually give me a straight answer, or even one who is honest enough to say "our system is flawed" is an impossible feat. It is becoming increasingly difficult to find resolution to these types of issues. I have been using QBO for over 10 years, have been a QBO Certified Advisor....so I know what my issue is and I know when I am talking to someone who is knowledgeable and have yet to be surprised with the customer service/resolutions provided. I have urged my company to switch systems but have not had success.
I hear your sentiments, FThompson. I'll route you to the appropriate support team.
I understand you already talked to our live support. I recommend reaching out again. They'll look closely at the details of your concern and take the necessary steps to ensure your customer's company name reflects on the invoices.
Here's how to reach out to them:
Here are a couple of articles that can be helpful when managing account details and working in QuickBooks Online:
Please feel free to contact us again if you have any other concerns. The Community is always here to assist you with all your needs. Take care!
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