How to edit customer data (web app)

Customer data syncs both ways between Quickbooks and the Insitu web app. Updates can be made in either software. To update customer information in the web app, select CUSTOMERS. To search for an existing customer simply type the customer's name in the CUSTOMER field and press the SEARCH button. The customer's data will be listed and a pin of the customer's location will appear on the map. To upload a list of customers, select +UPLOAD CUSTOMERS and upload an Excel file. We've also created a handy template that can be downloaded for your convenience. To add an individual customer, select +ADD on the upper right corner (above the map), fill in the data fields and select SAVE. Be sure to integrate with Quickbooks so that the data syncs. Select INTEGRATION > QUICKBOOKS from the main menu to ensure an accurate, updated data sync. To deactivate a customer, simply select the name from the list and hit the DELETE button on the upper right corner.