Skip to main content
June 1, 2023
Question

How do I add clients information to there name after I've added them

  • June 1, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JoesemM
June 1, 2023

Updating your client's information is quick and easy, @beatallplumbing. I'll be glad to help you with the process.

 

You'll want to go to the Sales menu and update your client's information from there. Please note, that once you edit your customer's information the changes will be reflected in other areas of your company file, including previously sent invoices. Let me guide you on how:

 

  1. Go to the Sales menu and then Customers.
  2. Choose and click the customer's name you need to update the information.
  3. Select Edit.
  4. Update the information.
  5. Once done, click on Save.

     

 

However, to edit your client's information using QuickBooks Online Accountant, simply go to the Clients menu. If the changes don't reflect, refresh your browser. Here's how:

 

  1. Sign in to your QBOA account.
  2. Go to the Clients menu.
  3. Locate the appropriate client, then click Edit client from the Action column.
  4. Change the business name, then hit Save.

 

For further guidance about the process above, please see these articles:

 

 

I'll share these additional articles that will guide you in editing other company information in your QuickBooks account:

 

 

We're always here to listen if you have concerns about editing client's information. You're welcome to post again or leave a reply below. Stay safe.