Skip to content
Home » Blog Posts » Xero Quick Fixes 1 – How to add different clients with same name on Xero

Xero Quick Fixes 1 – How to add different clients with same name on Xero

  1. Add a contact as usual under Contacts;
  2. Use an Account field, i.e. for Sarah Jones SJ001;
  3. Use an Account field for the same client name as Sarah Jones SJ002.
  4. This way, you can separate two clients with the same name. Use the Search option on the top right of the screen to find customer details as a shortcut.

I hope you found this tutorial helpful! You can watch a video tutorial below.

Subscribe to the channel for useful videos. Have a question? Please send me a Xero question via form.