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September 26, 2023
Question

How to edit customer details

  • September 26, 2023
  • 1 reply
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1 reply

September 26, 2023

Modifying customer details in QuickBooks Online only takes a few steps, @riptideproperty-.


To do that, simply follow the instructions below:

 

  1. Log in to your QuickBooks Online account.
  2. Click on the Sales tab in the left-hand navigation menu.
  3. Go to the Customers tab.
  4. Locate the customer and click on their name to open their profile.
  5. Select the Edit button.
  6. Click on the appropriate tab to edit the details you want to update.
  7. Save the changes after.


Check out this guide to learn more about managing client list in the program: Add, edit, delete, or merge customers.

 

When customers have outstanding balances or invoices that will soon be overdue, you can send them reminders. See this guide for complete details and instructions to accomplish it: Create and manage customer statements in QuickBooks Online.


If you have any other questions regarding your customers, you can always get back to this page and leave comments. I'll be here to assist you.