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Hi all
As I see QuickBooks uses the Customer Name as Customer ID (that has to be unique etc) instead of Customer Company that is the REAL LEGAL ENTITY that participates in the financial transaction. This does not make sense. We issue invoice to a company not to its boss, or to a contact person we have in the company. Isn't it the reality out there? or there is something I have not understand?
I think the Customer Company Name should be the Customer ID, and what QB call "Customer Name" should be just a "Contact Person" of this company, even being its owner.
I saw that the same view, of what customer is, is applied and on importing customers and invoices.
So the question is
"How could I use my Customers Company Name as the real Customer IDs of my QB account?"
On importing Customers, should I enter
- Company Names under the header "Customer Name", and
- my Contact Persons under the header "Company Name" or just leave "Company Name" empty and not use Contact Persons at all?
in order to make my data compatible to the reality???
Would exist side effects of this "solution" (e.g. on printing invoice) ?
The excel screenshot (below) is of the QB customer template, and as we see "Customer Names" are considered just persons names instead of company names, and they are the unique IDs instead of company names.
Thanks in advanced for your kind reply
Welcome to Community, Xcrystal.
QuickBooks automatically analyzes the business names of your customer and assigns them to the First Name, Middle Name, and Last Name fields.
You can assign No Match on the Company name field. Then, assign the Company name to the Name field. I've attached a screenshot for your reference:
For more information, I have listed a few articles including a video presentation on how to customize your invoices in QuickBooks Online.
Keep me posted if you have other questions about managing your customer's information in QuickBooks. I'm always here to help.
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