QuickBooks HelpQuickBooksHelpIntuit

Edit customer information

SOLVEDby QuickBooksQuickBooks Online74Updated 3 weeks ago

Frequently, business owners need to edit a customer's information, such as preferred payment method and billing address.

Customer updates across your company file

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

Update customer information

Here's how to update customer information:

  1. Go to Customers & leads and select Customers (Take me there).
  2. Select the Customer you need to update the information of.
  3. Select Edit.

Was this helpful?

You must sign in to vote, reply, or post

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this