How can I edit customer business information?

Last updated: October 23, 2025

Editing Customer Business Information

Tabs stores the following information for a customer, all of which is shared with the merchant GL:

  • Customer Name

  • Legal Name

  • Billing Information

    • Address

    • Contact

    • CC

  • Shipping Address

  • Custom Fields (optional)

Editing Customer Business Information

  1. Navigate to customer page

  2. Select Business Information

  3. Select Edit

  4. Make Edits

  5. select 'Apply'

Note: If your customer name changes are not saving and reverting to the original name, this may be due to a naming conflict with an existing vendor in QuickBooks Online. To resolve this, first change the vendor name in QBO to a different name, then retry the customer name change in Tabs.