Hi I imported my (long) customer list a while back. All the incorporated business clients were set up as individuals. How do I edit them to be "business" clients?

Hi there, 

It's vital that you're able to edit your customers in QBO so they show the right info. Don't worry, I got your back with this. I'll show you how to edit a customer. 

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

Here's how to update customer information:

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

Give this a try and let me know how you make out. I'll be on standby in case you need further assistance. 

Hi thanks for your detailed reply, but I tried that and there seems to be no way in the edit screen to change the client from individual to business?  The first and last name fields got populated with pieces of the business name, and if I clear these out there is no other field to fill in for the business name. I can manually add a new business client but can convert the old customer.   Unfortunately I've been posting entries to the wrong client accounts using T-sheets...

I just want to make sure we're on the same page, Paul. When you say 'business client' as opposed to a regular customer, what does this mean? Are there special settings you need to add to their customer profile? 

Well, if I add a new client from scratch, the very first thing on the screen is "Business" or "Individual".  Selecting one or the other give different fields to complete.  Apparently all my clients imported as individuals and now that they are set up I can't see how to change them over...

The business names have been put into the first and last name fields and there is no way to give them a proper business name any more. 

I would just delete them all and start over except I've been using a large number of them to charge time in T-Sheets for three months already before I noticed.  I couldn't tell because T-Sheets is pulling the "display name as" field which actually give the business name.  

Is there any way to edit these after they are created?

The only solution I can see is to manually create all the business clients again and then merge the duplicates together.  I don't know what this will do to the hours I've charged to them in T-sheets though...

Looks like a lot of work for a simple edit

I see what you're saying. Are you adding these customers directly in T-Sheets? When I click to add a new customer from QBO, there's no option to enter "Individual" versus "Business". 

Here's where I'm looking: 

No, I originally added all my customers in Quickbooks using an import tool that I paid for called SaasAnt, since I was switching over from a different accounting system.  T-sheets synchronized the client list after it was imported to Quickbooks.  Apparently this was a bad idea...!

strange, when I create a new client in Quickbooks my screen looks different.  Maybe because I have the accountant version.  

Gotcha. When using a third party importing tool, the editing capabilities can vary once in the system. I recommend manually re-creating your business clients as you've explained above. For anything TSheets related, Id encourage you to reach out to their specialized tech team for help: https://www.tsheets.com/. 

I see whats happening now, Paul. You're referring to adding clients to your practice, not adding new customers. My mistake. I was under the impression you were adding customers to the customer list.