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paul57
December 2, 2019
Question

Hi I imported my (long) customer list a while back. All the incorporated business clients were set up as individuals. How do I edit them to be "business" clients?

  • December 2, 2019
  • 1 reply
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1 reply

J
JamesM
December 3, 2019

Hi there, 

 

It's vital that you're able to edit your customers in QBO so they show the right info. Don't worry, I got your back with this. I'll show you how to edit a customer. 

 

When you edit customer information, the changes will be reflected in other areas of your company file including previously sent invoices. QuickBooks Online also updates any recurring templates that use previous information such as:

  •     Billing Address
  •     Shipping Address
  •     Email
  •     Is Taxable
  •     Preferred Payment Method
  •     Terms
  •     Preferred Delivery Method

Here's how to update customer information:

  1.     From the left menu, select Sales, then Customers.
  2.     Select the Customer you need to update the information of.
  3.     Select Edit.    

Give this a try and let me know how you make out. I'll be on standby in case you need further assistance. 

P
paul57Author
December 3, 2019

Hi thanks for your detailed reply, but I tried that and there seems to be no way in the edit screen to change the client from individual to business?  The first and last name fields got populated with pieces of the business name, and if I clear these out there is no other field to fill in for the business name. I can manually add a new business client but can convert the old customer.   Unfortunately I've been posting entries to the wrong client accounts using T-sheets...

AddieC
AddieC
December 3, 2019

I just want to make sure we're on the same page, Paul. When you say 'business client' as opposed to a regular customer, what does this mean? Are there special settings you need to add to their customer profile? 

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