Need to fix it back as it was. It didn't do this previously. I go in to take it out of the company name field, then it turns red/error, and makes me put it in the customer name field AGAIN. I'd like the company field name to be deleted if possible. Help?
Currently, QuickBooks Online (QBO) doesn't have the option to delete the "Company Name" field when creating new customers, bexmg. However, I can provide tips on how to manage this effectively. I’d be glad to discuss the details below.
This field is designated to accommodate businesses and organizations, as many customers are not individuals but companies.
To avoid duplication of the company name in the customer display name field, I recommend entering a name in the "First name" field before filling out the "Company name" field. Entering a first name will prevent the system from automatically duplicating the company name into the customer display name field.
When you mentioned that it's duplicated on the invoice, could you clarify where or how it shows up as duplicate? Providing us with additional details would help us give you a more targeted solution.
On the other hand, if you meant that it'll show up in the +Add customer dropdown and Bill to field, the Bill to field shows the Company name field to show up when you create an invoice, while the +Add customer dropdown shows the Customer display name field.
But if the Company name field is empty, it'll automatically show the Customer displayed name in the invoice transaction.
However, if you meant something else, please feel free to share more details.
Additionally, you can refer to this article for helpful guidelines on how to manage invoice payments in QBO: Record invoice payments in QuickBooks Online.
Whenever you need assistance in managing customers and invoices in QBO, please remember that we're always here to guide you.
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