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mamellopropertie
Level 1

How do i use the Company Name instead of the Customer's Name & Surname when displaying invoices? It only lists these by a Name and Surname which i don't work with.

 
1 Comment 1
BettyJaneB
QuickBooks Team

How do i use the Company Name instead of the Customer's Name & Surname when displaying invoices? It only lists these by a Name and Surname which i don't work with.

I'm happy to see you here in the Community, @mamellopropertie.

 

I can walk you through on how you can have your company name to appear on your invoices and other sales transactions in QuickBooks Online.

 

You'll need to make sure that your company name has been set to show in your sales form. This way, the information will be displayed on your customer transactions.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Under Your Company, choose Accounts and Settings.
  3. Tick on the Company tab.
  4. Make sure that your company name was written on the Company name box.
  5. Once confirmed, press on Save.

However, if you which to personalize your invoices according to the information that you need, you may customize them by following the steps found in this link: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can also scan through these links I've added to give you more details about editing business information in QuickBooks Online and on how to email sales forms:

I'm just a few clicks away should you need anything else. I'm always ready to help. Have a lovely day.

 

 

 

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