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How to edit customer information to add custom fields?

custom fields when importing customers
1 Comment 1
QuickBooks Team

How to edit customer information to add custom fields?

Hi there, Jiggs.


Thanks for reaching us. I'd be more than happy to assist you by giving some insights on customizing customer's information in QuickBooks Online (QBO).


Editing and adding a custom field in a customer's data is an essential thing to do because you can add more information and customize it. With regards to adding a custom field in customer information has no option, because it's only applicable to the Sales form and Purchase order. However, you can still utilize the  Other field option where you can add more information to your customer's data.

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So, to get started with editing your customer's information. Here are the steps to follow:


  1. Sign in to your QuickBooks Online Account.
  2. Hover your mouse to the Sales tab.
  3. Select on Customer.
  4. Choose the specific customer that you want to edit.
  5. Click the Edit button at the upper right corner.


For more information on adding customer information check out this link:  Add and manage customers in QuickBooks Online.


Furthermore, you can bookmark these helpful articles for future reference in personalizing custom fields: 



If you have any questions or need assistance with managing your customer's data in QuickBooks Online, please don't hesitate to reach out. I'll be here to help you out.