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March 28, 2024
Question

How do i edit a customer's name??

  • March 28, 2024
  • 1 reply
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1 reply

DivinaMercy_N
March 28, 2024

Editing a customer's name in QuickBooks Online (QBO) is a breeze, @mandglawnservice. I'll walk you on every step of the way to finish it.

 

  1. Open your QBO account and go to the Customers & leads menu.
  2. Select Customers.
  3. From there, locate the customer's name you want to edit and click it to open.
  4. Next, select the Edit button.
  5. Then, you can now make the changes in the First name and Last name fields.
  6. To update the customer's name that shows on the sales forms, just edit the details in the Customer display name box.
  7. When finished, click Save.

 

You can read this article for reference: Add and manage customers in QuickBooks Online. 

 

Once everything is fine, here's a helpful resource that you can use as a guide when it's time to record your customer's invoice and apply payments: Record invoice payments in QuickBooks Online.

 

If you have any other concerns managing your customer list, please don't hesitate to leave a reply below. I'd be glad to provide additional assistance. Have a good one.