Thanks for joining this thread, @edc9500.
When importing customers list to your QuickBooks Online (QBO) account, you’ll need to enter the information needed for the function to work. Doing so will ensure you can import the list smoothly.
Once you’re done, you have the option edit your customer information by going through the Sales menu. Let me show you how.
- Go to the Sales menu.
- Select the Customers tab.
- Locate and double-click the customer you want to edit.
- Select Edit.
- Change your customer information if necessary and click Save.
Once you’re all set up, you can now send an invoice to your customer.
Tag me in if you have other questions in mind. I’ll be around to answer them for you. Have a great day!
