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Can i move all sub customer transactions to a different customer?

 
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Best answer 02-10-2019

Accepted Solutions
Moderator

Re: Can i move all sub customer transactions to a different customer?

Hello Charlene,

 

Yes, you can move the transactions from one customer to the other. There are a few things we need to remember when moving the transactions:

  • You'll need to edit one transaction at a time.
  • Changing the customer name on a transaction might unlink associated payments and other data.
  • Re-apply the associated payments and other data or transactions.

Here's how to change the customer name on the sales transaction:

  1. Select Sales on the left menu and go to the All Sales tab.
  2. Open the transaction you want to update.
  3. Change the customer name and click Save and close.
  4. Click Yes to confirm the action.

You can also update the transactions through the customer profile (under the Customer tab).

 

Let me know if you need more help with this.

3 Comments
Moderator

Re: Can i move all sub customer transactions to a different customer?

Hello Charlene,

 

Yes, you can move the transactions from one customer to the other. There are a few things we need to remember when moving the transactions:

  • You'll need to edit one transaction at a time.
  • Changing the customer name on a transaction might unlink associated payments and other data.
  • Re-apply the associated payments and other data or transactions.

Here's how to change the customer name on the sales transaction:

  1. Select Sales on the left menu and go to the All Sales tab.
  2. Open the transaction you want to update.
  3. Change the customer name and click Save and close.
  4. Click Yes to confirm the action.

You can also update the transactions through the customer profile (under the Customer tab).

 

Let me know if you need more help with this.

Not applicable

Re: Can i move all sub customer transactions to a different customer?

Thank you.

 

QuickBooks Team

Re: Can i move all sub customer transactions to a different customer?

Hi there, @black.charlene.

 

I'm glad the resolution provided by my colleague was able to help you move transactions from one customer to another in QuickBooks Online.

 

Should you need anything else, don't hesitate to let us know. The Community is always here to help. Have a good one!

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