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I would like to edit an existing customer's address and vat no. details?
How do I edit an existing customer's details?
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Keeping your customer information updated is a key part of effective business management. I'm pleased to assist you with the steps needed to make those edits in QuickBooks Online, @accounts592.
We can head to your customer's profile to update the information you need to change. Together, we can streamline this process so you have everything in perfect order. Here's the step-by-step guide.
- Go to the Sales menu, then the Customers tab.
- Select your preferred client.
- Click Edit, then head to the Addresses to update its details.
- Scroll down to the Additional Info section to change the VAT number.
- Once done, hit Save.
For more guides on managing your customer's information, refer to this article: Add and manage customers in QuickBooks Online.
Moreover, you can download and save sales forms or statements that provide comprehensive details of your customer-associated invoices, payments, and outstanding balances for future reference.
I'm glad we could work together to update your client records. If you need additional assistance with customer management, invoicing, or monitoring expenses, let me know below. I'm here to ensure you're fully supported as you manage your business, @accounts592.