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Buzz7
July 3, 2023
Question

QBO Customer Details Multiply Entry

  • July 3, 2023
  • 1 reply
  • 0 views

I want to enter the same payment terms to multiple customers. On QBD it was really easy to enter payment terms to multiple customers using the list.

On QBO it seems you have to click into each customer individually and go to payment terms and amend.  This is far too time consuming. Anyone know of an easier way?

There seems so much QBD could do that QBO can't. I'm getting very frustrated as I had to move to QBO because QBD ceased 30.06.23.

Help please.....

1 reply

M
mv32
July 3, 2023

We hear your recommendations and recognize your need for the feature, @Buzz7.

 

Assigning payment terms to multiple customers can help us allocate them quickly. You're correct that you'll have to amend the customer's profile to correct the payment terms used.

 

In the meantime, I recommend sending feedback to our Product Engineers to let them know how beneficial it is, to assign terms for multiple customers.

 

Here's how:

  1. Click the Gear icon on the upper right.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Hit Next to submit.

 

On the other hand, if most of your customers have the same payments terms used, you can follow these steps to assign a default term for your invoices:

 

  1. Click the Settings icon and then select Account and settings.
  2. Go to Sales settings.
  3. From the Sales form content section, click the Pencil icon.
  4. Change Preferred invoice terms.
  5. Hit Save.

 

Let me also share these articles about managing invoices in QBO in case you might need them in the future:

 

 

Please let me know if you have other QuickBooks concerns. I'm always here to lend a hand. Take care.

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