QuickBooks Tutorial 2-3: Editing Customer and Job Information | AccountingWEB

QuickBooks Tutorial 2-3: Editing Customer and Job Information

Intro: Things change. Maybe your customer moved to a new address, or the name of your contact changed, or the telephone area code has changed. You can edit the information about your customers so that everything you need to know about your customers is always up to date.

Step 1: Open the Customer Center
Click the Customer Center icon on the toolbar or press Control J. The Customers & Jobs List appears. This list includes a column for Customer (and optional Job) names and a Balance Total column which displays the total amount the customer owes you. Click any customer or job name to see detailed information about that customer and job..

Step 2: Select a Customer or Job to Edit
Click on a customer name, and, if applicable, the job name that you wish to edit.

Step 3: Open the Edit Customer Window
On the right side of the Customer Center, click the Edit Customer button. If you have selected a job, this button appears as the Edit Job button. The Edit Customer or Edit Job window will appear, with information about your customer and, if applicable, the job, displayed.

Step 4: Change Customer and Job Information
With the Edit window open, you can update any information relating to this customer or the job you selected.

Step 5: Close the Edit Window
When you have finished making all the required changes for this customer or job, click OK to close the editing window and save your changes. Clicking Cancel closes the window without saving your changes.

 

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