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Mastering QuickBooks 2021

You're reading from   Mastering QuickBooks 2021 The ultimate guide to bookkeeping and QuickBooks Online

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Product type Paperback
Published in Jan 2021
Publisher Packt
ISBN-13 9781800204041
Length 414 pages
Edition 2nd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (26) Chapters Close

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customers, Vendors, Products, and Services 8. Section 2: Recording Transactions in QuickBooks Online
9. Managing Sales Tax 10. Recording Sales Transactions in QuickBooks Online 11. Recording Expenses in QuickBooks Online 12. Reconciling Downloaded Bank and Credit Card Transactions 13. Section 3: Generating Reports in QuickBooks Online
14. Report Center Overview 15. Business Overview Reports 16. Customer Sales Reports in QuickBooks Online 17. Vendor and Expenses Reports 18. Section 4: Managing Employees and Contractors
19. Managing Payroll in QuickBooks Online 20. Managing 1099 Contractors in QuickBooks Online 21. Section 5: Closing the Books and Handling Special Transactions
22. Closing the Books in QuickBooks Online 23. Handling Special Transactions in QuickBooks Online 24. Shortcuts and Test Drive 25. Other Books You May Enjoy

Making changes to existing customers in QuickBooks Online

There may be times when you need to correct or update a customer's information. For example, if a customer's address changes or their primary contact changes, you will need to update your records with the new information. Updating customer information is easy to do in QuickBooks – all you need to do is navigate to the Customers center and select the customer that you need to make changes to.

Follow these steps to edit an existing customer in QuickBooks Online:

  1. Navigate to Customers by selecting Invoicing from the left-hand menu bar and then Customers, as shown in the following screenshot:

  1. Select the customer you would like to edit by clicking on the customer's name, as shown in the following screenshot:

  1. The detailed customer record will be displayed on the next screen. Click on the Customer Details tab and then the Edit button to make changes:

You can update the information you have on file for your...

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