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john424
Level 1

How can I edit the information for an existing client in order to update their address and contact person? Thanks

 
1 Comment 1
FaithA
QuickBooks Team

How can I edit the information for an existing client in order to update their address and contact person? Thanks

Hi, John424. You can update your client’s information in QuickBooks Online by navigating to the Customer Hub

 

Here’s how to do it:

 

  1. Go to My Apps and open Customer Hub.
  2. Click Customers, then select the specific client whose information you want to update.
  3. In the top right corner, beside Give Feedback, click Edit.
  4. Make the necessary changes to the address, contact person, or any other information.
  5. Once finished, select Save to apply the updates.

 

I'd also like to share that our QuickBooks Live Expert Assisted team can help transform your financial management with personalized advice tailored to your business's unique needs. Fell free to explore them anytime. 

 

Let us know in the thread if you need further assistance or have any additional questions. We're here to help.

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