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A
atlstarplum
October 3, 2024
Question

Change Customer information one after another

  • October 3, 2024
  • 1 reply
  • 0 views

Our customers were originally set up last name, first name

Now boss wants them all changed to first last

 

I can do that but after I change each record I have to go back to record one instead of advancing to the next record...  Since i have over 3000 records this is very cumbersome is there another way to one by one go through and change the records?

 

1 reply

A
AdonL
October 3, 2024

I appreciate your proactive approach to seeking a solution to enhance your workflow, Atlstarplum. I've got some details about managing your customer information in QuickBooks Online (QBO).

 

When you edit your customer's information in QBO, you have to select the next customer from the list. This step helps prevent accidental edits or errors across multiple records. Therefore, the option to automatically advance to the next customer after saving changes when editing is unavailable.

 

We recognize that each business has unique needs and how this feature would help you manage your business efficiently. Thus, I encourage you to submit product suggestions to our product developers, as this will help us improve your experience and the program's features. I'll guide you on how to do it.

 

  1. Go to the Gear icon and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next

 

Alternatively, there are several third-party applications that can help you automate the task of changing customer information in QBO, particularly for bulk edits. You can utilize the QuickBooks App Store to find one that best fits your current needs.

 

In addition, visit this article to personalize and add specific info to your invoice and other sales forms sent to your customers in QBO: Customize invoices, estimates, and sales receipts in QBO.

 

Don't hesitate to click the Reply button below if you need further assistance updating customer information in QuickBooks. We're always here to help you out.

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