How to Edit Customer Details within Quickbooks

Step 1: Log in to QuickBooks Online

1. Launch your web browser and navigate to the QuickBooks Online login page.

2. Enter your login credentials (username and password) to access your account.

Step 2: Access the Customer Center

1. Once logged in, click on the "Sales" tab on the left-hand menu to access your "Customer" list.

Step 3: Locate the Customer/Vendor to Edit

1. In the Customer Center, use the search bar or scroll through the list to find the specific customer or vendor you want to edit.

2. Click on the customer/vendor name to open their profile.

Step 4: Review and Edit Customer/Vendor Information

1. In the Customer/Vendor profile, you can update various details, including but not limited to:

   • Contact Information: Name, address, email, phone number, etc.

   • Payment and Billing Information: Payment terms, preferred payment method, billing rate, etc.

   • Tax Information: Tax ID, tax settings, tax exemptions, etc.

   • Additional Notes: Add any relevant notes or comments for internal reference.

Step 5: Save Changes

1. After making the necessary changes, review the updated details to ensure accuracy.

2. Click the "Save" or "Save and Close" button (location may vary based on your QuickBooks Online version) to save the edited customer/vendor profile.

Step 6: Verify the Changes

1. To verify that the changes have been applied successfully, go back to the Customer/Vendor Center and search for the updated customer/vendor.

2. Ensure that the modified information is now reflected in their profile.

Step 7: Handle Vendor's Bank or Credit Card Details (Important)

1. If you need to edit sensitive information, such as a vendor's bank account or credit card details, exercise caution and verify the accuracy of the changes.

2. Always ensure that you have the vendor's authorization before updating any financial information.

Step 8: Update Contact Persons

1. For customer profiles, you can add or update contact persons associated with the customer/vendor.

2. Click on the "Edit" button to access customer details.

3. In the Customer details profile, you can update the contact details with new or existing changes.

Step 9: Maintain Documented Records

1. To maintain a clear audit trail, ensure that any changes made to customer/vendor profiles are documented appropriately.

2. Record the date, time, and purpose of the modifications in your internal records or QuickBooks notes.

Please follow these guidelines diligently when editing customer and vendor details in QuickBooks Online. By adhering to this SOP, you can maintain consistent and accurate data, leading to more effective business operations and financial management.