How to update Display Name for Customers, Vendors and Employees in QuickBooks Online with Business Importer

Business Importer

If you need to update Display Names for Customers, Vendors and Employees in QuickBooks Online, use .

To update Display Names for Customers, Vendors and Employees in QuickBooks Online with Business Importer follow 5 simple steps:

  1. Prepare your file (Excel) with Customers you want to update. Create a new column and name it as NEW_NAME. Write New Display Names for your Customers, Vendors or Employees you’re going to update. new name

    Important Note: Name the column strictly as it’s shown in our article  –  NEW_NAME  . 

  2. Go to Import tab in Business Importer and start your general import. customer import
  3. On the Mapping stage you should do the following:
    • Set Default value “true” for field “Partial update partial update - true
    • Map the ‘New Display name’ label to the ‘NEW_NAME’ label. partial update - name
  4. Follow your import. Preview and finish import.
  5. Once the import is done, check out the results in your QuickBooks Online account.

Customer’s Name before Update old client

Customer’s Name after update

client new name

 

adodvolha

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