edit_customer
Update customer information, including name, contact, addresses, notes, tax status, and payment terms. Set inactive to deactivate customer.
Instructions
Modify an existing customer. Can update name, contact info, addresses, notes, taxable status, active status, hierarchy (parent/sub-customer), delivery method, and payment terms. Set active=false to deactivate (QuickBooks equivalent of delete).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Customer ID to edit | |
| display_name | No | New display name (must be unique in QuickBooks) | |
| given_name | No | New first/given name | |
| middle_name | No | New middle name | |
| family_name | No | New last/family name | |
| suffix | No | New name suffix | |
| company_name | No | New company name | |
| No | New primary email address | ||
| phone | No | New primary phone number | |
| mobile | No | New mobile phone number | |
| bill_address | No | New billing address | |
| ship_address | No | New shipping address | |
| notes | No | New notes about the customer | |
| taxable | No | Whether the customer is taxable | |
| active | No | Set to false to deactivate customer (QuickBooks equivalent of delete) | |
| parent_ref | No | Parent customer name or ID (makes this a sub-customer). Auto-resolved to ID. | |
| job | No | Mark as a job (tracks work for a parent customer) | |
| bill_with_parent | No | Bill this sub-customer with its parent | |
| preferred_delivery_method | No | How invoices are delivered: Print, Email, or None | |
| sales_term_ref | No | Default payment terms name (e.g., 'Net 30'). Auto-resolved to ID. | |
| draft | No | If true, validate and show preview without saving (default: true) |