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Level 2

Our customer list is growing and I'm running into the problem of having multiple customers with the same name. Advice on how to deal with this?

 
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Best answer July 09, 2020

Best Answers
QuickBooks Team

Our customer list is growing and I'm running into the problem of having multiple customers with the same name. Advice on how to deal with this?

Good evening, @soparopah21

 

Thanks for posting your question here in the Community. I'm here to provide information with having duplicate names. 

 

In QuickBooks Online, if you have customers with the same name, here's how to change the display name: 

  1. Hover over the Sales tab, and then select Customers
  2. Click on the name of the duplicate customer. 
  3. Choose Edit in the top right corner. 
  4. Change the Display name as format to "last, first,' or you can also use a middle initial. 
  5. When you're done, go to Save & Close

 

For more detailed steps, you can refer to this helpful article: Error: The name supplied already exists. Another customer, vendor, or employee is already using this...

 

If you have any more questions or concerns, I'm always here to help. Have a good one!

View solution in original post

1 Comment
QuickBooks Team

Our customer list is growing and I'm running into the problem of having multiple customers with the same name. Advice on how to deal with this?

Good evening, @soparopah21

 

Thanks for posting your question here in the Community. I'm here to provide information with having duplicate names. 

 

In QuickBooks Online, if you have customers with the same name, here's how to change the display name: 

  1. Hover over the Sales tab, and then select Customers
  2. Click on the name of the duplicate customer. 
  3. Choose Edit in the top right corner. 
  4. Change the Display name as format to "last, first,' or you can also use a middle initial. 
  5. When you're done, go to Save & Close

 

For more detailed steps, you can refer to this helpful article: Error: The name supplied already exists. Another customer, vendor, or employee is already using this...

 

If you have any more questions or concerns, I'm always here to help. Have a good one!

View solution in original post

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