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Edit customer info in QuickBooks
by Intuit•5• Updated 1 month ago
Edit a customer’s recorded info in QuickBooks to keep your records up to date.
Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and QuickBooks Sole Trader.
Note: When you change customer info, it updates previously sent invoices or recurring transactions that use this info, such as billing, shipping and email addresses, or payment methods and terms.
- Go to Sales and select Customers (Take me there).
Note: For QuickBooks Sole Trader, go to Customers and goals and select Customers. - Select the customer you want to update.
- Select the Customer Details tab.
- Select Edit.
- Make any changes.
- Select Save.
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