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Edit customer info in QuickBooks

by Intuit5 Updated 3 weeks 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.

  1. Go to Sales and select Customers (Take me there).
    Note: For QuickBooks Sole Trader, go to Customers and goals and select Customers.
  2. Select the customer you want to update.
  3. Select the Customer Details tab.
  4. Select Edit.
  5. Make any changes.
  6. Select Save.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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