Edit customers

You can edit a customer if you need to update their information or if you want to make them inactive.

1. In the Customers screen,

   To open the Customers screen, click Customers in the navigation panel.

   For more information, see Customers.

   select a customer.
2. Click  Edit.
3. Change the customer information.
   • If you no longer provide services for the individual or business, you can make the customer inactive. You can make a customer inactive only if their outstanding balance is $0.
   • If you want to delete a customer, click  Delete Customer. You can delete customers only if they do not have transactions associated with them. 
4. Click Save.

© Thomson Reuters/Tax & Accounting. OnBalance is a trademark of Thomson Reuters and its affiliated companies. All Rights Reserved. Any trademarks, logos and service marks on this website are registered and unregistered trademarks of their respective owners. All linking and access to and use of this website is subject to the terms and conditions of use. Unauthorized linking, access, and use are strictly prohibited.