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July 19, 2022
Question

How do we edit a guest's name in QBO Advanced?

  • July 19, 2022
  • 1 reply
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1 reply

July 19, 2022

It's nice to hear from you, Wildrivers1.

 

Editing a guest's name in QuickBooks Online Advanced is easy. Let me show you how:

 

  1. Go to the Gear icon and then select Manage Users.
  2. Locate the guest's name.
  3. Under Action, click on Edit. If the option isn't available, make sure they already accepted the invite.
  4. Modify the First and Last name.
  5. Once done, click on Save.

 

On the other hand, if you mean editing your customer's name, here's how:

 

  1. Go to Sales and select Customers.
  2. Click the current name of the customer.
  3. Hit Edit in the upper-right corner.
  4. Modify their name and change other details, if needed.
  5. Click Save to reflect the changes.

 

I've collected two articles that can surely help you manage users and their roles in your QuickBooks account:

 

 

If there's anything else you need, please stay in touch. I'm always here to help you figure them out, especially modifying user's information in QBO. Take care and stay safe.