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usermark2
May 8, 2021
Question

How do you change client information? I can only see how to add a client when I make an invoice. I need to update an address.

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5 replies

CharleneMaeFQuickBooks Team
QuickBooks Team
May 8, 2021

​​​​​​I'm here to help you update your client's info, usermark2.

 

Before proceeding, 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. 

 

Here's 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 address.
  5. Once done, click on Save.

For further guidance, please see this article: Edit Customer Information.

 

Additionally, I've added an article that'll help you personalize and add specific details to sales forms. This helps you create attractive, professional-looking invoices, estimates, and sales receipts for your clients: Customize Sales Forms in QuickBooks Online.

 

Please let me know in the comments if you have other questions about managing your client's information in QuickBooks. I always got your back.

    CharleneMaeFQuickBooks Team
    QuickBooks Team
    May 9, 2021

    Hi usermark2,

     

    Hope you’re doing great. I wanted to see how everything about updating your client's address. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

     

    Looking forward to your reply. Have a pleasant day ahead!

    usermark2Author
    May 10, 2021

    Your answer was very helpful.  I did not know I had to look under "Sales" to find the customer list.

      Michael A Tafoya
      February 28, 2023

      I need to edit a client's company name we have misspelled. I can edit all of the other client information but QB online will not allow me to change/edit the Company name. Anyone know how to fix this problem?

      Giovann_GModerator
      Moderator
      February 28, 2023

      I can help you with that, Michael.

       

      I understand how important it is for you to have the correct company name for your client to keep track of their business. If they are part of your ProAdvisor Preferred Pricing Plan, you can update their information in your client list. I'll show you 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.

       

      On the other hand, you must log in as the Primary or Company Admin if you log in using your client's QuickBooks Online account.

       

      Here's how:

       

      1. Click the Gear icon and choose Accounts and Settings.
      2. Select Company and click the Edit pencil icon from the Company Name section.
      3. Edit the name.
      4. Hit Save, then Done.

       

      Check out the following articles below for your reference:

       

       

      Please feel free to read over the topics on our Help Articles page if you require related resources while using QuickBooks.

       

      You can reply to this thread if you have further assistance changing the client's company name in QuickBooks. I'm always here to help you.

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