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Intuit
1 helpful vote

How to edit client information in the QuickBooks Online Accountant client list

You often have to update client information such as a new address or phone number.

To update your client’s information:

  1. Select the client name within the Client List.
  2. Select Edit client. This displays the Edit client screen.
  3. Make the necessary updates.

Now you know how to edit client information.

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