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screwyoukwikbuks
March 19, 2024
Question

migration from QB POS to Shopify POS - SCREWED UP MY QB DESKTOP DATA

  • March 19, 2024
  • 1 reply
  • 0 views

When I tried migrating from QB POS to Shopify POS about 6+ months ago, my data got all screwed up.  All of my items in my item list were duplicated and we had to manually go through and remove the rogue entries;  but it also screwed up my customer list.  It took all of the company information out of the CUSTOMERS section; and instead put the contact name in that space.  Now, if I try to start a new proposal, I can no longer type in the company name and have it auto fill like it used to.

 

I've been trying to find an easy way to go through and fix this problem. I thought I finally found a solution today, by using the Add/ Edit Multiple List Entries.  I customized the columns to include the Customer Names, but for some reason (other than QB HATES MY GUTS!), that the fields in this column are greyed out, and won't let me change the data.  I've already spent more than 10 hours editing my customer list, and I'm only through the letter 'C'.  Any help would be greatly appreciated!!!!

1 reply

A
AnneMariee
March 19, 2024

Hello there, 

 

I can see the importance of getting your data all sorted out. Let me help you ensure you can make the necessary changes to your lists in QuickBooks Desktop.

 

Before editing your customer list, make sure that you have the necessary permissions to do so. If you don't have the required access, you'll need to get in touch with your company admin so they grant you the required permissions. However, if you've already verified that you have access, but still can't edit your lists, let's go through some troubleshooting steps together.

 

To begin, update your QuickBooks Desktop to the latest release. This will ensure that you have access to any bug fixes or improvements that have been made since the version you are currently using. Once the update is complete, edit the customer list from a sample company file to check if the issue has been resolved. If the issue persists, let's verify and rebuild your data.  This process can help identify and repair any data issues that might be causing the problem.

 

Here's how to verify your data:

 

  1. Go to Window then click Close All.
  2. Go to File, then press Utilities.
  3. Select Verify Data.

 

If you come across an error message, you can refer to our support site for instructions on how to resolve it. However, if you receive a message stating that your data has lost integrity, it means that there is damage in the file, and you need to rebuild your data to fix it.

 

Once you've performed all the steps above and still can't make edits to your lists, I recommend using the QuickBooks Tool Hub for tools to help fix problems and errors.

 

For more information on managing lists in QuickBooks, you can check out this article: Add and edit multiple customers, vendors, and items.

 

For future use, here's an article on running reports to get a comprehensive overview of your business: Reports.

 

If you have any other concerns regarding your lists in QuickBooks, please never hesitate to leave a comment below. I'm just one post away to help you out.

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