How to Edit Existing Customer

Overview:

Maintaining accurate and up-to-date customer information is crucial for smooth operations in QNE
Cloud Accounting. Whether correcting a typo, updating contact details, or changing assigned sales
agents, editing a customer record ensures consistency across billing, reporting, and communication
processes.

Scenario:

Your team receives a call from a long-time customer informing you of a recent company name
change and new billing address. To prevent future invoice discrepancies and ensure proper
documentation, you need to update their customer record in QNE Cloud Accounting.

Procedure:

Step 1: Navigate and Locate the Customer to Edit

• Go to Accounts Receivable > Customer.

• In the customer list, click on the Customer Code of the record you wish to modify to open the
  customer details.

• Alternatively, use the search bar to quickly find the customer, then click the Customer Code to
  begin editing.

Step 2: Click Edit Button to Modify the Details

Step 3: Modify Customer Information 

Update the fields as needed. Common editable fields include:

• Customer Name – Adjust for name changes or corrections.

• TIN – Revise for updated tax registration details.

• Phone 1 / Phone 2 / Fax 1 / Fax 2 – Update contact information.

• Email Address – Ensure invoices and statements are sent to the correct contact.

• Address / Zip Code – Adjust for relocation or billing address changes.

• Category, Business Nature, Agent, Website – Modify based on business changes or internal classifications.

• Control Account – Edit only when necessary and with proper accounting review.

Step 4: Save the Updated Record

After verifying all changes, click Save to apply the updates, or select Save & Close to save the changes and close the window simultaneously.

Application:

Suppose GreenFields Trading notifies you that their business name has been updated to
GreenFields Global, and they’ve moved to a new office location. Here’s how you’d handle this in
QNE:

• Search for ‘103-G001’ in the customer list.

• Open the customer record and update Customer Name to GreenFields Global.

• Change the Billing Address to their new location.

• Verify and, if needed, update the Email and Phone 1 fields.

• Click Save to finalize the changes.

These updates ensure that all future invoices, reports, and communications reflect the correct and
current information, reducing errors and improving client satisfaction.