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November 17, 2022
Question

primary and secondary contacts for a customer?

  • November 17, 2022
  • 1 reply
  • 1 view

how / where do I input and edit primary and secondary contacts for a customer?

1 reply

Level 6
November 17, 2022

Hello Dave1942,

 

QuickBooks is a versatile program that enables you to get your work done faster. I'll be happy to share more info so you're on the right track with achieving your goals. 

 

Here's how to Edit customer information in QuickBooks: 

 

  1. Go to Sales and select Customers (Take me there).
  2. Select the customer you want to update.
  3. Select Edit.
  4. Make any changes with the available fields.(If there are fields you'd like to see added, I recommend sending that as feedback to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback.).
  5. Select Save.

Let me know if this info helps. I'll be one message away in case you need anything else.