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lawrenanne1
Level 3

adding a "Preferred delivery method"

How do I add a preferred delivery method to the pre-existing list?  We have a number of customer that want to pay in person.

1 Comment 1
MJ_R
QuickBooks Team

adding a "Preferred delivery method"

Hi lawrenanne1,

 

Thanks for reaching out in the Community! Sometimes it's necessary to change your customer's preferred delivery method and I'll be happy to help with that. QuickBooks Desktop is an easy-to-use program which simplifies the way you manage your customers.

 

When you edit customer information, the changes will be reflected in other areas of your company file including previously sent invoices. QuickBooks 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


Here's how to change your customer's information:

 

  1. From the left menu, select Customers.
  2. Select the Customer you need to update the information of.
  3. Select Edit.


There you go! You now know how to edit a customer's information. Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link. Otherwise, feel free to leave a comment below, I'll be on standby.

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