how to edit the uploaded customer template list

Hi there, @cozyhomes.

Thank you for reaching out to us here on the Community forum. I'll help you with modifying the customer's template list or information in QuickBooks Online (QBO).

You don't need to delete the existing customer in your record. To modify the information, you can add them through the customer's profile. Here's how:

1. Open your QBO account.
2. Click on Sales at the left pane, then tap on Customers.
3. Tap on the customer's name, then select Edit.
4. Update the information you want to change.
5. Hit Save.

But if you need to add a customized field, you may delete and re-upload the customer's information. For your reference, you can check out these articles:

• Add and manage customers in QuickBooks Online
• Move your lists to QuickBooks Online

You can also import your customers from Outlook or Gmail, here's how: Import customers or suppliers from email contacts to QuickBooks Online.

Once everything is set, you can review the topics from this link for more hints about handling your sales and other customer's transactions: Manage Customers and income for QBO-International.

If you have any other follow-up questions about editing your customer's details, let me know by adding a comment below. I'm more than happy to help. Have a good one!

hi Angelyn,

Is there any way that i can update the whole customer list and upload at one go ?

To edit one by one is too time consuming. If not, how do I delete the existing customer? to deactivate it ?

Regards,

Wj

Hi there, cozyhomes.

Welcome back to the thread. I'll share additional details on how customer's information in QuickBooks Online works.

Currently, there's no option to update the whole customer list at once. editing their information one by one is the only way you can perform.

However, you have the option to make all your customer inactive to remove them from the list. Then, manually import your customer's details or data by bulk into QuickBooks. Before that, please make sure to make any changes or add extra characters in the customer's name before deactivating them. This is because the QuickBooks system won't accept any of the same customer's names to avoid duplicate details to ensure your data is accurate.

Here's how to make a customer inactive:

1. Go to the Sales menu on the left panel.
2. Choose the Customers tab.
3. Select the customer's name to open their profile.
4. Click Edit and make any change to their name.
5. Choose the Make inactive button.
6. Click Yes to confirm.

To see additional information, you can click this article: Add and manage customers in QuickBooks Online.

Once done, you can open this article to see the detailed steps on how you can upload customer's data into QuickBooks Online: Import customers or suppliers from email contacts to QuickBooks Online.

Please refer to this article to view different information on how the Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices: View sales transactions.

Let me know if you have other questions about QuickBooks. I'm right here to ensure that you'll get the right information. Take care and stay safe always!