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davepearson
Level 2

How can I edit customer details such as their address or email?

 
Solved
Best answer August 26, 2020

Best Answers
Mark_R
QuickBooks Team

How can I edit customer details such as their address or email?

Hi there, @davepearson.

 

Since QuickBooks Self-Employed (QBSE) doesn't have a customer list, you can only modify your customer's information when creating an invoice.

 

Here's how:

 

  1. Click Invoices from the left menu.
  2. Select Create invoice.
  3. Enter your customer's name, then change your client's email and address.
  4. Click Add work and fill out the necessary information.
  5. Hit Add invoice, then select Send invoice.1.PNG

Once done, the updated information will show every time you'll create an invoice to your customer.

 

You might want to check out this article to learn more about creating invoices in QBSE: Create invoices in QuickBooks Self-Employed.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

View solution in original post

1 Comment
Mark_R
QuickBooks Team

How can I edit customer details such as their address or email?

Hi there, @davepearson.

 

Since QuickBooks Self-Employed (QBSE) doesn't have a customer list, you can only modify your customer's information when creating an invoice.

 

Here's how:

 

  1. Click Invoices from the left menu.
  2. Select Create invoice.
  3. Enter your customer's name, then change your client's email and address.
  4. Click Add work and fill out the necessary information.
  5. Hit Add invoice, then select Send invoice.1.PNG

Once done, the updated information will show every time you'll create an invoice to your customer.

 

You might want to check out this article to learn more about creating invoices in QBSE: Create invoices in QuickBooks Self-Employed.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

View solution in original post

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