cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
info2029
Level 1

Can I change New Customer Profile, Change Company name to Wedding date?

I am a wedding Boutique owner and need the Wedding date on the Customer entry sheet and not Company name.  How do I change this?
1 Comment 1
RoseJillB
QuickBooks Team

Can I change New Customer Profile, Change Company name to Wedding date?

I've got you covered in editing customer profiles in QuickBooks Online (QBO), @info2029

 

You can edit the customer profile to alter its company name to a wedding date. However, changing it will also do the same to your customer display name.

 

To start altering their company name, you can follow the steps below:

 

  1. Go to the Sales menu and navigate to the Customers tab.
  2. Locate the particular customer you want to make the changes to.
  3. Tap it and click the Edit button.
  4. In the Company name section, type in the wedding date you want to enter.
  5. Apply the other changes you want to make, and click Save.

 

Stay on top of your sales transactions by regularly checking the status to ensure everything is on track. You can check this article for the complete guidelines: View sales transactions in QuickBooks Online.

 

Feel free to post back if you require additional assistance in managing your customer information or QuickBooks-related matters. I'm always here to help. Take care!