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Editing Customer Information

Once you've added a customer to your company file, you can update or add more information to that customer's record.

To edit customer information:
  1. From the Brass Jacks Bookkeeper workspace, click the Manage Customers icon.  
  2. In the Customer List dialog box, select the row for the customer.
  3. Click Detail or double-click the row.
  4. In the Customer Detail dialog box, make any necessary changes on the Contact tab.
  5. Click other tabs, as necessary, and update or add information.
  6. Click OK.

For details about specific changes, see: