---
title: "Common Scenarios: What to Update and Where"
description: Use this cheat sheet to quickly determine whether a change belongs in your Payee Profile or in the Customer Table (Quick Connect).
---

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# Common Scenarios: What to Update and Where

## Use this cheat sheet to quickly determine whether a change belongs in your Payee Profile or in the Customer Table (Quick Connect).

### **Update in Your Payee Profile (Global Information)**

Use your **Payee Profile** when the information describes *you* as a business or individual and should be shared with **all customers**.

Update your profile for:

- Legal name or DBA name
- Primary or headquarters address
- Contact information (email, phone number, website)
- Tax details, **W-8/W-9** forms, **TIN/EIN**
- Bank accounts
- Remittance or ordering addresses
- Insurance certificates
- Purchase order (PO) information sets

> **If every customer should see the information, update it in your Payee Profile.**

---

### **Update in the Customer Table / Quick Connect (Customer-Specific)**

Use the **Customer Table** when the information applies only to a **specific customer**.

Update in **Quick Connect** for:

- Choosing which address or bank account to use for that customer
- Selecting that customer’s payment method
- Answering conflict of interest questions
- Completing insurance **attestation** (confirming the customer is added as "additional insured")
- Selecting the correct PO information set (if multiple are stored)
- Adding contacts needed only for that customer
- Filling in any custom fields or extra questions required by that customer

> **If only one customer needs the information, update it in Quick Connect.**

---

### **Simple Rule**

- **If the information describes you** → Update your **Payee Profile**
- **If the information is requested by one customer** → Update in the **Customer Table / Quick Connect**

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