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office322
Level 1

In QBO, how do I change the name of a field in customer details?

I want to change the customer detail "shipping address" to "site address".

1 Comment 1
GlinetteC
Moderator

In QBO, how do I change the name of a field in customer details?

The option to change the name field in the customer details is currently unavailable, office322.

 

We can add a custom field specifically for the site address. This helps streamline the information and capture all relevant details. Here's how:

 

  1. Navigate the Sales tab and select Customers.
  2. Select the name of the customer and click on Edit.
  3. Scroll down to the Custom fields section, then hit  +Add custom fields.
  4. Fill up the necessary details, then click Save.

 

For now, I recommend sending feedback about incorporating the site address directly to our engineers. We also make changes and adjustments based on user suggestions.

 

I'm sharing an article that covers effective strategies for reminding your customers about their unpaid balances: Create and send customer statements in QuickBooks Online.

 

If you have further questions about managing your customer details, add them in the comments. We're here to help you.

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