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Everything you need to know about banking in QuickBooks Online - Discover more
1433092075
Level 2

I want to amend a customer email address yet when I click edit I am only offered Merge or Make Inactive. Help?

I can only see a header Customers' not Customer Details as per the instructions
1 REPLY 1
MelroseV
QuickBooks Team

I want to amend a customer email address yet when I click edit I am only offered Merge or Make Inactive. Help?

Hello there.

 

I'm here to assist you with the exact way to edit your customer email address.

 

Here's how:

 

  1. Go to Sales, and click Customers.
  2. Select the customer names.
  3. Click Edit.
  4. Now, change the email address.
  5. Select Save.

 

If the same thing happen, we can open your account in an incognito mode to see if this has something to do with your browser. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

  •  Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you're able to change the email address of your customer by browsing privately, it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies.

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

 

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

If you have any further concerns about your customers, please don't hesitate to share them with the community. Wishing you a wonderful day!

 

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