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MCawthon
February 5, 2025
Question

Donor/Customer Types

  • February 5, 2025
  • 2 replies
  • 0 views

A new Donor Type was created during a recent Customer Import when the inputting staff member entered the donor type incorrectly.  Is there a way to do one or any of the following?

1) A bulk edit and change all of those imported donors to a new donor type?  

2) Merge two donor types into one 

 

ie. We used to only have "Donor Individual" and "Donor Company" as our Donor Types.  With the most recent import "Individual" and "Company" Donor types were inadvertently created.  Now, we need to change all of the Donors marked as Donor Type "Individual" to "Donor Individual" and all of those marked as "Company" to "Donor Company" so that I can delete both of the newly formed donor types for "Individual" and "Company". 

What is the easiest and most efficient way to do this? 

    2 replies

    FishingForAnswers
    FishingForAnswers
    February 6, 2025

    @MCawthon   I can't say for certain, having largely avoided QBO, but...

     

    I will say that most if not all names, whether Vendor, Customer, Item, or what have you, have been as easy to merge as changing the name of the one you don't want to the name of the one you do want.

     

    This carries all of the ones under the undesired name to the desired name and removes the undesired name entirely.

    M
    MCawthon Author
    February 8, 2025

    Thank you for your thoughts.  While I can rename the Donor/Customer Types, I have not been able to figure out how to merge the types into one Donor Type.  Renaming it to something else still means I have 2 Donor Types that are not correct that are applied to numerous records.  I can't rename the Donor Type to be the same as the Donor Type I want to keep.  It won't permit the duplicate. 

    J
    JaneDave_I
    February 6, 2025

    Your detailed information about your inquiries in QuickBooks is well-appreciated, MCawthon. 

    Let me add more insights with regard to managing your customers/donors in QuickBooks Online (QBO). 

     

    Currently, the option to bulk-edit, change, and merge two donor types are unavailable in QBO. However, you can always change donor types one at a time. Let me discuss this in detail below.

    Before we begin, it's important to clarify that this is only applicable for assigning customer types separately. 

     

    Once done, we can follow the steps below:
     

    1. Go to Sales and select Customers.
    2. Select the customer, then select Edit.
    3. Go to the Additional info tab and select the type you want to assign from the Customer type dropdown.
    4. Select and open the customer profile you don't want to keep.
    5. Select Save. 

     

    Moreover, you can always read this article to know more about merging customers in QBO: Merge duplicate customers in QuickBooks Online.

     

    Furthermore, here's an article that will guide you on how to run reports that filter a list of Indvidual customers by types: Organize or sort customers by type in QuickBooks Online.
     

    If you have additional inquiries or clarifications about managing your customer types in QBO. Please know that you can always revisit this thread and engaged by clicking the Reply button. We're always here to help. 

    M
    MCawthon Author
    February 8, 2025

    Jane, you've given a solution for merging donor/customer profiles, not Donor/Customer Types.  This is not relevant to the issue I'm trying to resolve.  I appreciate your time though. 

    A
    AdonL
    February 9, 2025

    Your continued input here in the Community space is valued, MCawthon. Currently, the option to merge donor or customer types in bulk within QuickBooks Online (QBO) is unavailable.

     

    However, you can change donor types by batch to maintain an organized vendor profile. Let me guide you through the steps below:

     

    1. Go to Donors & leads and choose Donors.
    2. Select the Batch actions button.
    3. Click the Select donor type option and pick the type you want
    4. Hit Apply.

     

     

    Moreover, we recognize how merging donor types would streamline your business process, especially when dealing with multiple records. Let's get this heard by submitting a product suggestion directly to our product development team. They regularly review feedback for potential future updates.

     

    Here's how to send your idea(s) to them:

     

    1. Go to the Gear icon.
    2. Select Feedback.
    3. Enter your comments and suggestions.
    4. Click Next to submit.

     

     

    You can track your requests through the QBO Feature Requests website.

     

    Finally, you can refer to this article to learn about personalizing your sales forms and recording their payment efficiently: 

     

     

    Your success drives our efforts, and we're always here to provide the support and information you need to make the most of our software. Notify us if you need further help to organize your donor's data in QBO. We're always here for you!

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