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March 24, 2024
Question

Hi. Can anyone tell me how to edit a customer’s details please

  • March 24, 2024
  • 1 reply
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1 reply

March 24, 2024

I can assist you in editing your customer's info in QuickBooks Online (QBO), pmeelectrical.

 

When you make changes to your customer's info, the modifications are automatically reflected in other parts of your company file, including previously sent invoices. QBO also updates any recurring templates that use previous information like billing, shipping, email addresses, and the preferred payment method and terms. 

 

Here are the steps you can follow:

 

1. Go to the Sales menu and select Customers.

 

 

2. Choose the customer you want to update.

3. Open the Customer Details tab.

 

 

4. Click Edit.

 

 

5. Make the necessary changes.

6. Hit Save.

 

 

In case you want to delete or merge duplicate customers, you can check out this article for more guidance: Add and manage customers in QuickBooks Online.

 

I'm still all ears if you have any other concerns besides editing your customer's details. Just leave a comment below. Stay safe!