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Frequently, business owners need to edit a customer’s information, such as preferred payment method and billing address.
Customer updates across your company file #
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
- Is Taxable
- Preferred Payment Method
- Terms
- Preferred Delivery Method
Update customer information #
Here’s how to update customer information:
- From the left menu, select Sales, then Customers.
- Select the Customer you need to update the information of.
- Select Edit.
