How to assign terms code to customers in QuickBooks Online

While creating a sales order for a specific customer, you may want the terms code already prepopulated for certain customers

Steps to Assign a Terms Code to a Customer

1. Log In to QuickBooks Online

• Open your web browser and log in to your QuickBooks Online account.

2. Go to the Customer List

• On the left-hand menu, hover over Customers & Leads and click Customers.

3. Edit the Customer Profile

• Find the customer you want to assign terms to.
• Click the dropdown arrow next to the customer's name and select Edit.

4. Set the Payment Terms

• In the Customer Information window, locate the Payment and billing section.
• In the Terms dropdown, select the desired payment terms (e.g., Net 30, Due on Receipt).
• 

5. Save the Changes

• Click Save to update the customer profile.
• Run a sync to have these changes sync over to Acctivate if it didn't automatically sync over.