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usermaoldom
Level 1

All sales, individual contact names are highlighted wth co name greyed, I want to display co name first

do i need to edit each customer and clear first and surname fields to acheive this or can i import my list again leaving first name and second name blank
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Best answer April 27, 2021

Best Answers
DivinaMercy_N
QuickBooks Team

All sales, individual contact names are highlighted wth co name greyed, I want to display co name first

I got you covered, @usermaoldom.

 

To clarify, are you referring to the Company name in your customer profile? If so, you can change the name on the Display name as field without clearing the customer's first name and surname. This way, the company name will show on the customer transactions. Here's how:

  1. Go to the Sales menu.
  2. Choose Customers.
  3. Look for the customer you'll need to edit.
  4. Click the name of the customer and select Edit.
  5. From the Display name as field, enter the company name. 
  6. Once done, click Save2.customer.PNG

 

For more info about the process, please see this article: Edit customer information

 

Also, QBO has several ready-made reports that you can access to view your customer information and their transactions. Just simply go to the Reports tab and type the "customer" keyword and click whichever customer report you'd like to open.

 

Don't hesitate to get back here if you have a further concern about managing your customer's profiles. I'll be always around to help. Keep safe. 

View solution in original post

1 Comment 1
DivinaMercy_N
QuickBooks Team

All sales, individual contact names are highlighted wth co name greyed, I want to display co name first

I got you covered, @usermaoldom.

 

To clarify, are you referring to the Company name in your customer profile? If so, you can change the name on the Display name as field without clearing the customer's first name and surname. This way, the company name will show on the customer transactions. Here's how:

  1. Go to the Sales menu.
  2. Choose Customers.
  3. Look for the customer you'll need to edit.
  4. Click the name of the customer and select Edit.
  5. From the Display name as field, enter the company name. 
  6. Once done, click Save2.customer.PNG

 

For more info about the process, please see this article: Edit customer information

 

Also, QBO has several ready-made reports that you can access to view your customer information and their transactions. Just simply go to the Reports tab and type the "customer" keyword and click whichever customer report you'd like to open.

 

Don't hesitate to get back here if you have a further concern about managing your customer's profiles. I'll be always around to help. Keep safe. 

View solution in original post