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September 15, 2020
Question

How do I change the name - address of an existing customer for invoices?

  • September 15, 2020
  • 1 reply
  • 0 views
No text available

1 reply

Level 5
September 15, 2020

Hi rick59,

 

Sometimes it's necessary to change your customer's name and address and I'll be happy to help with that. QuickBooks is an easy-to-use program which simplifies the way you manage your customers. 

 

When you edit customer information, the changes will be reflected in other areas of your company file including previously sent invoices. QuickBooks Online also updates any recurring templates that use previous information such as:

  • Billing Address
  • Shipping Address
  • Email
  • Is Taxable
  • Preferred Payment Method
  • Terms
  • Preferred Delivery Method

Here's how to change your customer's information: 

  1. From the left menu, select Sales, then Customers.
  2. Select the Customer you need to update the information of.
  3. Select Edit.

There you go! You now know how to edit a customer's information. Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link. Otherwise, feel free to leave a comment below, I'll be on standby.