Why are Estimates showing full customer/sub-customer hierarchy above Billing Address when printing or saving a PDF?

Hello there, Jackson5. I want to share some insights regarding your concerns about the estimate form in QuickBooks Online.

When you edit an Estimate on-screen in QuickBooks, you will only see the name of the selected customer or sub-customer for simplicity. However, when you print or save the Estimate, the names of both the parent customer and the sub-customer are included to illustrate their relationship.

QBO aims to enhance clarity and context in official documents by revealing the complete customer structure, even if it isn't shown during the regular editing process.

In this case, the appearance of customer hierarchy information on the printed/PDF version of the Estimate is considered normal behavior. It is working as designed within QuickBooks Online, even though it may not be visible when editing the Estimate itself.

Please let me know if you have any other concerns, Jackson5.

Having the same issue. Please resolve ASAP. Super unprofessional. Following conversation for results.

I have spent an entire year going through every single person, every single estimate, invoice, etc. I carefully typed each display name to reflect what my team needs to see internally, using specific terms and a client-numbering system to keep track of each property, the client’s last name, first name, and their assigned number.

All of a sudden, my internal, private display names are now showing on estimates. This is insanely unprofessional looking.

Why is this happening? Why are we not given the option to opt out? Why weren’t we warned? I have gone through over a thousand clients and carefully organized them… just to end up with their internal names blasted onto customer-facing estimates.

On top of that, it’s extremely repetitive. If I organize each client in this format:

Client # - Last name, First name – Address …the estimate form then automatically inserts the name and address again on the next lines. So the same information appears twice. It looks ridiculous.

The only workaround I’ve found is completely absurd:

1. Erase the display name

> QBO forces you to choose something, so you have to make it a random placeholder that is NOT the name or address (since those already appear below)

2. Uncheck that the client is a sub-client (if that’s how they’re listed)

3. Save the contact

4. Go back into the estimate

5. Download the estimate

6. Manually email the estimate as a PDF (outside of QBO)

7. Go back into QBO

8. Re-assign the contact as a sub-client

9. Re-enter the internal display name so my team can search for it.

At the very least, we should've been given a way to keep the display names internal only, An opt-out setting for customer-facing forms or a warning before pushing a change like this live.

...... This cannot be real. This has completely destroyed a full year of careful organization and internal workflow design.