Managing Customer Account Information #
How to View, Edit, and Leverage Customer Profiles in register by ability business #
Once a customer account is created in register, the real value begins: tracking details, managing updates, and using the information to personalize service and improve operations. The Customer Management Panel in register gives you a complete view of every customer’s profile and purchase behavior that is fully synced with QuickBooks Online to ensure accuracy across your systems.
This guide walks you through how to manage your customer data effectively, keep records up-to-date, and make smarter business decisions based on real customer insight.
Where to Access Customer Information
To manage customer accounts:
- Go to the Manage Data dropdown in the top navigation.
- Select Customers.
This opens the Customer Panel, where you’ll see a searchable list of every customer currently in your system.
What You’ll Find in the Customer Panel #
The Customer Panel is a central hub for all account-related information. Here’s what you can view and manage:
Basic Contact Information: #
- Full name
- Email address
- Phone number(s)
- Fax and alternate numbers
- Website
Account Identifiers: #
- Company name (if applicable)
- QuickBooks Display Name
- Sub-customer designation (if linked to a parent account)
Address Information: #
- Billing address
- Shipping address
Business Details & Tax Settings: #
- Payment Terms or Preferences
- Tax Exemption status
Internal Notes: #
- Special instructions
- Loyalty program status
- Personalized service history
Every field is editable, allowing you to update information as needed and keep your records current. Changes sync automatically with QuickBooks Online via register’s two-way customer sync.
How to Edit Customer Details #
- Single click on the customer name in the Customer Panel.
- A full profile window opens.
- Make any necessary edits:
- Update an email or phone number
- Add a new shipping address
- Adjust tax exemption info
- Add internal notes for staff visibility
- Update an email or phone number
- Click Save. Your changes are:
- Applied to future sales in register
- Synced to the customer record in QuickBooks Online
- Applied to future sales in register
Use Case Scenarios: Why Managing Customer Data Matters #
1. A Customer Changes Their Business Address #
A commercial account relocates to a new warehouse. You update their shipping and billing address so future receipts, deliveries, and invoices are accurate.
Why it matters: Avoids shipping delays and ensures tax jurisdiction accuracy for reporting.
2. Updating a Customer’s Tax Exemption Status #
A nonprofit customer provides updated tax exemption documentation. You enter their Exempt Status and assign the proper Tax Code so their purchases are processed correctly.
Why it matters: Maintains compliance, prevents overcharging, and streamlines accounting.
3. Noting Customer Preferences for Future Service #
A high-value client prefers morning deliveries and requires phone confirmation before dispatch. You add a note in their profile: “Call before delivery. Prefers 9–11 AM window.”
Why it matters: Improves service experience and minimizes miscommunication.
4. Linking a Sub-Customer for Job Costing #
A contractor has multiple job sites under one parent company. You create sub-customers for each project, linked to the main business account.
Why it matters: Enables job-based sales tracking and clean invoicing inside QuickBooks.
5. Correcting Data Entry Errors #
A customer notices their name is misspelled on an emailed receipt. You fix the spelling in register, and that correction is mirrored in QuickBooks Online.
Why it matters: Prevents branding issues, improves professionalism, and ensures consistency across platforms.
How This Ties Into Your QuickBooks Workflow #
register’s two-way sync with QuickBooks Online ensures:
- Customer edits made in register appear in QBO (and vice versa)
- You never have to retype or reconcile customer records between systems
All customer data is audit-ready, organized, and accessible in both platforms
Summary: Managing Customer Accounts in register #
| Task | Benefit |
| View customer data | Full context for every sale or support request |
| Edit or update profiles | Keep contact info, addresses, and terms current |
| Use notes | Personalize service and track special handling |
| Maintain tax records | Ensure legal compliance and accurate reporting |
| Sync with QuickBooks Online automatically | No double entry or record conflicts |
Final Thoughts #
Managing customer account information isn’t just about keeping your files tidy, it’s also about unlocking a better customer experience, making smarter decisions, and laying the groundwork for future growth. With register, all of it is just a few clicks away and always connected to your QuickBooks Online environment.
Whether you’re fixing a typo, adjusting a tax code, or adding a note that makes someone’s day, register ensures your customer relationships are just as smooth behind the scenes as they are at the checkout.
