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October 22, 2024
Question

Hello, I’m just wondering how I can edit customer information?

  • October 22, 2024
  • 1 reply
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1 reply

October 22, 2024

Hello sales-nrgcoffeec,

 

Welcome to Community!  QuickBooks Online simplifies our work, when changes are required.  Managing customer profiles can be done with ease.   I would be happy to help!

 

Please be advised that any changes made to a customer, will reflect on previously sent invoices, recurring templates, their preferred payment method, and payment terms.

 

Follow these steps to edit customer information;

 

1. From the left menu, open Sales, then Customers 

2. Select the customer you want to update

3. Click on Edit

4. Make any changes as you see necessary

5. Hit Save.

That's it!

 

If you have any other questions, please feel free to reach out again.  We would be glad to assist!