These instructions tell you how to edit customers one at a time. Follow these steps if you are new to QuickBooks. Otherwise, you can use another window to add or edit multiple customers and paste from Excel.
Click Customer Center.
On the Customers & Jobs tab, double-click the customer you want to edit.
In the Edit Customer window, verify that the name of the customer appears
in the Customer Name field as you'd like it to appear in your
Customers & Jobs list.
If you want the list to be alphabetized by last names and the customer is Joan Green, enter Green, Joan.
adjust the current balance if you made a
mistake when first entering the customer information.
You can change the customer's currency only if there are no transactions recorded for that customer.
Edit the detailed information, as necessary:
Edit the customer's address and contact information on the
Address Info tab.
You can add
as many addresses as you'd like for each customer.
Edit the customer's type, terms, sales tax information, and price level on the Additional Info tab.
Edit the customer's account number and credit limit, as well as the
preferred payment method on the Payment Info
If you have not set up separate jobs for the customer, edit job information on the
Job Info tab. The Job Info tab appears only if you have not set up separate jobs.
If you have separate jobs for the customer, you can
edit job information
on the job records.
Adding a customer
Adding a job
Removing a customer
What if a customer is also a vendor?
Change other customer information
Add or edit multiple customers