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Replying to:
scarrott
Level 2

How can I quickly change customer details when invoicing?

When putting together an invoice, we often need to tweak customers details such as address, contact name or contact email address. In Quickbooks Desktop there was a button you could press to quickly edit the customers details. I can't see anything similar in Online. As far as I can tell, the only way to edit the customers details is to save the invoice you are working on, close the invoice, go to customers, search for the customer, click customer details, click edit, make the changes, save, go back to invoices, search for the relevant invoice and then open it and continue working. This seems like a lot of awkward extra steps.

Is there any reason there can't be a 'edit customer details' button from within the invoice, like there was in Desktop?

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