Why doesn't Quickbooks Online give me the option to import from excel directly into First Name and Last Name as opposed to using Customer Name?

Importing Full Name to Customer Name has several issues. Most importantly, if you have a B2B business model, you will be referring to your customers by business name not employee that works at the business at point in time.  When I go to the invoice page and create new invoice, I now have to know the first/last name of every customer to be able to create an invoice for them as opposed to simply searching for ABC Tree Service which is much easier.

I know there is an option to select the display name for each customer on the edit page of the customer, however, I have over 2000 customers. I can be expected to go modify that for every customer. A default option would be nice. 

Answer

Thanks for bringing this to our attention, shane.

Currently, QuickBooks Online is set up to import customer list by full name.

This is a great insight into product suggestion. And would definitely impact our customer’s business processes positively.

I suggest you let our engineers know about importing customers by first and last name. You can submit your feedback by going to the Gear Icon then Feedback.

They're continuously looking for ways on how to improve QBO. In fact, most improvements they've added came from our customers' great minds.

Feel free to let me know if you've got more questions. I'm just a comment away


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IntuitSheila , Community Support Specialist
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