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userripplecreekgarde
Level 1

How do i edit customer information

I want to go back and change terms for a couple of customers but I haven’t been able to go back to edit or seen a possible way
4 Comments 4
KlentB
Moderator

How do i edit customer information

Thanks for visiting the Community, userripplecreekgarde.

 

I'm here to guide you in updating your customer information in QuickBooks Online. It will just take a few clicks to do it. Here's how:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Customers tab.
  3. Locate the customer you want to edit, then click the name to open their profile.
  4. Click the Edit button, then go to the Payment and billing section.
  5. Update the terms and make the necessary changes.
  6. When you're done, click Save.

Additionally, here are some articles that you can read to help manage your customers:

 

Feel welcome to visit us again if you need more help in accomplishing your other tasks. Have a good one.

KlentB
Moderator

How do i edit customer information

Hi userripplecreekgarde,

Hope you’re doing great. I wanted to see how everything is going about your concern yesterday. We're you able to edit the terms of your customers? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

userripplecreekgarde
Level 1

How do i edit customer information

Got it figured out. Thanks

Rubielyn_J
QuickBooks Team

How do i edit customer information

A wonderful day, @userripplecreekgarde.

 

I'm glad you've figured it out to edit customer information. 

 

Additionally, let me attach this link that contains insights on how you can manage your customer info in QuickBooks: Modify customer data.

 

If you have any other questions, please add them in the comment section. The Community is open 24/7 to back you up. Keep safe!

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