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Created with Sketch. Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Created with Sketch. Need help running payroll? Watch our video or read the guide in our Product Tutorial.

Edit customer information

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

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