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Level 1

Updating Customer or Vendor Address

When a customer or vendor changes their billing or ship to address, how can I update that information for future orders without QB automatically changing the address on previous orders? I need the past address to remain on the previous orders/invoices for proper history. Right now once an address is updated in their profile it also changes the address for all existing orders/invoice past and present. Or if a company name changes then it changes for all orders as well. I need to find a way for past orders/invoices to remain the address they were at the time they were entered.

3 Comments
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Moderator

Re: Updating Customer or Vendor Address

I can think of a way that you may consider doing, Marie_FMI.

 

Updating your customer's address or company name will automatically update all the previous transactions. Thus, I'll send this feedback to our product engineers so that they can take a look at with this

 

Alternatively, let's keep the old billing or shipping address of your customer or vendor. 

 

Before updating your customer's address, you can enter the old one in the Notes field of the Customer Information page.

 

This way, you'll be able to keep the old address and update a new one.

 

Iv'e added a sample screenshot below:

1212.PNG

1212.PNG

 

The updated customer's address will only generate for the future invoices.

 

If you have any follow-up questions, just post it right away. I'll be here to help you out.

Level 1

Re: Updating Customer or Vendor Address

Thank you for your response, however when updating an address in the customer information it changes all orders, past and present. I really need to keep all of my past orders showing the address that was used at the time the order was sent.

Moderator

Re: Updating Customer or Vendor Address

It's nice to hear from you again, Marie_FMI.

 

I can think another way that you might consider doing. You can enter your customer's new address in the Notes field instead of the old one.

 

You can take a look at the screenshots below.

 

A1.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You'll have to manually copy the new address from the Notes field and paste it in the Bill To or Ship To field. This way, you'll have an updated address when creating a new transaction. 

 

Click the Pencil icon for the Notes.

A2.PNG

 

Copy the new address of your customer from the Notes.

A3.PNG

 

Paste it in the Bill To or Ship To field.

A4.PNG

 

Let me know how it works for you. Have a good one.

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