Update An Existing Customer

To update an existing customer, populate the "Existing Customer ‡" field with the display name of an existing customer.

When updating an existing customer, the following fields will be ignored:

• Parent Customer ‡

Add A New Customer

At least one of the following fields must be populated to add a new Customer:

• Given Name
• Middle Name
• Family Name
• Company Name
• Display Name

To add the new customer as a child of an existing customer, populate the "Parent Customer ‡" field with a valid display name of an existing customer.

Customer Fields

Existing Customer ‡
Parent Customer ‡
Title
Given Name
Middle Name
Family Name
Suffix
Company Name
Display Name
Is Active
Primary Phone
Alternate Phone
Mobile Phone
Fax
Email Address
Web Address
Default Tax Code ‡
Bill Address 1
Bill Address 2
Bill Address 3
Bill Address City
Bill Address State
Bill Address Postal Code
Bill Address Country
Ship Address 1
Ship Address 2
Ship Address 3
Ship Address City
Ship Address State
Ship Address Postal Code
Ship Address Country
Notes
Terms ‡
Payment Method ‡
Currency ‡
Preferred Delivery Method (Print, Email or None)
Resale Number

Available in Sync & Save PLUS QuickBooks Online.