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QuickBooks Online QBO

How to change Customer Label in QuickBooks Online

To change the customer label:

  1. Select the Gear icon at the top, then Account & Settings under Your Company.
  2. Select Advanced then choose the pencil icon in the Customer label section under Other preferences.
  3. From the drop-down menu, choose your preferred customer label. They currently have seven labels to choose from (Clients, Customers, Donors, Guests, Members, Patients, and Tenants).
  4. Choose Save, then Done.
  5. Note: Some parts of QuickBooks Online won’t change terminologies until the next time you sign in.
Account & Settings > Advanced > Other preferences > Customer label