Hi, does anyone know how to keep the customer name in the invoice after linking it to a project? I don't want it updated to the project name.

In QuickBooks Online (QBO), linking an invoice to a project automatically updates the invoice name to match the project's name to help maintain organized project-specific transactions, Jie.

To retain the customer's name, you can add a custom field to the invoice that displays it separately, even if the primary name changes to the project name. This allows the invoice to link to the project while keeping the original customer name visible.

Here's how to create the custom field:

1. Click the Gear icon at the top and select Custom fields under the Lists section.
2. Click Add field.
3. Enter the name of the custom field in the Name field.
4. Select Text and number as the data type from the Data type dropdown.
5. Choose Transaction as the category.
6. Select the forms where you want the custom field to appear, such as invoices. Enable the Print on form option if you want customers or suppliers to see the custom field on the document.
7. When done, click Save.

Feel free to reach out if you need further assistance with QBO. We're always here to help!