How Do I Enter a Customer DBA Name Into QuickBooks?

  • Quickbooks

Adding customers and managing their information is generally straightforward and easy in QuickBooks. In most cases, you can select Customers under the Sales tab and click Edit to update names, addresses, and other details.

However, there’s often some confusion around businesses that use a Doing Business As (DBA) name different from their legal business entity name. Businesses that register for a DBA name have certain requirements, but that’s all on their end.

For your accounting purposes, you can treat a customer’s DBA name exactly the same as their company name. If you’re adding a new customer, follow these steps:

  1. Click on Sales, and then Customers.
  2. Click on New customer.
  3. Enter their DBA name in the Company field, and fill out the rest of the information as usual.
  4. Be sure to include their tax registration number under the Tax info tab.

If a customer changes their DBA name, you can update their information with these steps:

  1. Click on Sales, and then Customers.
  2. Select the appropriate customer.