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September 21, 2024
Question

How do i update the customer information with new contact details

  • September 21, 2024
  • 1 reply
  • 1 view
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1 reply

Moderator
September 21, 2024

You can simply edit your customer's profile, gpetley. I'll gladly walk you through this process in QuickBooks Online (QBO).

 

To update their contact details, you can go to your customer information window. Follow the steps to proceed:

 

  1. Go to the Sales menu, then the Customers tab.
  2. Click the customer name.

  3. Select the Edit button.
  4. From the Customer window, make necessary updates to their profile.

  5. Once done, hit Save.

 

For more details about editing your customers, please refer to this article: Add and manage customers in QuickBooks Online.

 

Alternatively, see this resource to modify your customer in the QBO mobile app: Edit your customer details in the QuickBooks Online app.

 

You'll want to visit these guidelines that outline how to customize the look of your invoices to match the branding of your company and record invoice payments to keep correct financial records:

 

 

I'm all ears and ready to provide further assistance with handling your customers, sales forms, and anything else you need help with. Please leave your reply below, and I'll respond promptly.