A key feature with TrueRev is our two-way synchronization feature with QuickBooks. When you connect your QuickBooks with TrueRev, all your data from QuickBooks gets fed into TrueRev. All your existing customers in QuickBooks will show up in TrueRev. If there's any changes with your customers - it's easy to change in TrueRev. Follow these easy steps to edit your existing customers.
How to Edit a Customer:
In the Menu Column on the left, select Customers
Find the customer to edit (enter the first few letters of the customer name in the search box).
Click the action ellipses and select edit.