Skip to main content
A
arkvalleyinfo
February 1, 2019
Question

Can I change multiple customers info at one time in QBs online?

  • February 1, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    K
    Kirill - CloudBusiness LLC
    May 27, 2019

    Hello, 

      As a workaround, you can use third party app to update multiply customers at a time, for example Business Importer,

      It works with .csv and .xlsx files and will help you to update everything properly. That will definitely save you a lot of time!

    S
    ShiellaGraceA
    May 27, 2019

    Hi there cornerstone-plum,

     

    In addition to Kirill - CloudBusiness LLC's post, you can export the customer's information to MS Excel. Then, re-import to edit multiple customers. I'll help you with the steps.

    1. Click Sales, and then click Customers.
    2. Click the Export icon beside the Print icon.
    3. An MS Excel Spreadsheet will open, edit the customer's information and then Save.
    4. Once you're done, go back to your QuickBooks account and then click Gear.
    5. Click Import Data under Tools.
    6. Click Customers. Then, click Browse to locate the saved MS   Excel file.
    7. Click Next and then Map your data correctly. Click Next.
    8. Before importing, un-checked the customers that has no changes to avoid duplicate entries.
    9. Click Import.

    Feel free to read this article for more information: Move your lists to QuickBooks Online.

     

    This article will also help you for future reference: Create and manage statements.

     

    Leave a post anytime if you have other questions. We're always here to help you.

    T
    thebehive
    January 9, 2020

    This solution doesn't actually work, QBO won't let you override data for a customer that already exists in the system. See screenshot from help article.

     

    Unless I'm missing something? The error message that fires is:

    "We didn't import some of your data because it's already in QuickBooks. If you still want to import it, change the info in the highlighted fields and try again.", with the highlighted field being my customer names.

      T
      tobin_27
      February 7, 2025

      Is this still an issue that has not been resolved in 2025?

      Terms & ConditionsAccessibility statement