Method Community

Hi

When adding a new customer the following fields exists:

Customer Name, Company Name and Contact

Can someone explain the context of using each field? 

Thanks

Rick

Hi Rick,

Customer name will vary depending on how you do this in QuickBooks. Generally, I find the following is true for most users.

- If the customer is an organization, then customer name is the same as company name

- If the customer is an individual, then customer name is the same as contact name (i.e. their first and last name)

Below you can see how these fields are mapped in QuickBooks.

For further details on customers and contacts, I recommend you read through our Help Center documentation starting with Solution No. 335. I hope this helps.

--Audisho