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November 12, 2018
Question

Edit customer

  • November 12, 2018
  • 2 replies
  • 1 view

How can I edit current customer information 

2 replies

November 12, 2018

Similar to entering a customer, edit one and change it.

AlcaeusF
Level 14
November 12, 2018

Hello there, @Graveslawncare.

 

Welcome and thanks for posting here in the Community. I can help edit your customer's current information in QuickBooks Online (QBO).

 

Our Top Contributor @197905 is correct. Just in case you need it, here are the steps on how to edit your customer's information:

 

1. Log into your QBO account.
2. Click on the Sales menu at the left pane, then Customers.
3. On the Customers tab, choose the customer that you want to edit.
4. Go to the Customer Details tab, then select Edit in the upper left.
5. Enter the necessary changes, then click Save once done.

 

I also attached some screenshots for your reference.

 

On the other hand, if you're trying to edit your customer's credit card information, this article has some further guidance: Edit a customer's credit card information.

 

That should do it! I'd be glad to provide additional help should you have any questions about this or anything else. Have a good one.