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Dec 20, 2022 6:49 PM UTC
Question

How can I change the customer start date?

We started using QuickBooks at the beginning of 2001, but we have customers that date back much further than that. How do I put in the original start date for these customer? It would be nice to use QuickBooks for this information when doing credit check inquiries versus having to pull their physical file. 

5 replies

BigRedConsulting
Dec 20, 2022 7:48 PM UTC

You can change the Start Date on the customer's Job Info tab, where the Start Date field is displayed.

Kari38Author
Dec 21, 2022 3:35 PM UTC

Thank you for your response. I went ahead and did that, but it doesn't change the years in service. 

MaryLandT
Dec 21, 2022 5:23 PM UTC

Hi there, Kari38.

 

Can you take a screenshot about the years of service? I'll keep this post while waiting for your response. Thank you and have a great day ahead!