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August 13, 2020
Question

Goodday - I am wanting to add debtor account numbers to my customers. Can anyone help?

  • August 13, 2020
  • 1 reply
  • 0 views
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1 reply

Level 9
August 13, 2020

Good day, lulu8.

 

Let me share a few details about adding account numbers to customers in QuickBooks Online.

 

QBO doesn't have a specific field where we can enter the account numbers of our customers. However, we can record it using the Display name as field. To guide you further, you can follow these steps. Here's how:

 

  1. Go to Sales on the left panel.
  2. Within the Customers tab, find the customer's name whom you want to add account numbers.
  3. Click the Edit button at the upper-right corner.
  4. In the Display name as field, enter the account numbers together with their name.
  5. Once done, click the Save button.

 

Here are the sample screenshots for additional reference:

 

In case you'll want to assign account numbers in your Chart of Accounts (COA), you can check this article for the detailed steps on how to do it step by step. From there, we'll learn how to turn on the Enable account numbers feature so we can assign account numbers to COA.

 

Also, I'd like to attach this article where we can gather more details about editing the customer information in your QBO account: Update customer information

 

Let me know if you more questions about it. I'm right here to assist you anytime. Take care and have a good one!