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January 1, 2020
Question

How do you view the Customer and Edit from Bank Deposit page/Received From?

  • January 1, 2020
  • 1 reply
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1 reply

January 1, 2020

Hey welies0528,

 

The customer list in QuickBooks Online is a great way to keep detailed information about your clients. By taking advantage of its cloud-based nature, you can rest assured knowing this information will always be within reach.
 

I know that every so often customers need to be edited to keep track of new details and changes in existing information. Being in the habit of staying on top of this ensures you'll always have the most current information on file. QuickBooks will automatically update recurring templates with the new details, so you don't have to worry about accidentally sending an invoice with the incorrect email or billing address. The fastest way to access a customer's profile and make changes is from the customer list. Here's how you can update this information in a few simple steps:

  1. From the left menu, select Sales, then Customers.
  2. Select the Customer you wish to edit.
  3. Select Edit.

For a few more details and a full list of details updated across your company file, check out this article: Edit customer information 

 

I can appreciate the desire to streamline this process, and being able to make updates within a transaction could enhance the time-saving abilities of QuickBooks Online even further. If you'd like to see this feature added in a future update, please submit feedback to our product development team. Feedback from our customers is important, and lets us know which features are most important to you.

 

Don't hesitate to let me know if there's anything else I can help you with.