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Edit customer info in QuickBooks Online

by Intuit21 Updated about 10 hours ago

Edit a customer’s recorded info in QuickBooks Online to keep your records up to date.

Note: When you change customer info, it updates previously sent invoices or recurring transactions that use this info, such as billing, shipping and email addresses, or payment methods and terms.

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers (Take me there).
  2. Select the customer you want to update.
  3. Select the Customer Details tab.
  4. Select Edit.
  5. Make any changes.
  6. Select Save.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start