Tag: customer information
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Is there a way to show Customer address information on the Receive Payment Form? We have several customers with names that are close, and I like to verify by address.
You can find by Invoice Number, but not by Customer address or zip code at this time. Alternative choice is to use directly from the Customer Center where you can verify address before recording payment. And, that may be much quicker as well. From the home page screen > go the blue navigation bar on…
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How to edit Customer Information form?
From the homepage screen, go to blue navigation bar on the left Select Customer (that’s CUSTOMER CENTER) Locate Customer to edit Double click Customer Notice Edit (next to company name top right corner) Click on the screenshot below to enlarge it #QuickBooks Online