Change labor rate for multiple customers

cama1212 · ‎May 20, 2020

Using QB Enterprise 2020. We increased our price level rates in January. The bulk of our customers were at $107, the new rate is $110. Some customers are already entered at the $110 rate. I'm trying to figure out how to select just the customers at the $107 and input the change.

I've read several Q&A's about the Add/Edit Multiple List Entries which I have read and tried. my list is sorted by price level so my $107 customers are all together. If I select a $107 customer and use the Copy Down, it's going to change the rate for everyone. We do have customers with other labor rates and I don't want to change those.

When I tried the export to Excel to change and import back in, it didn't work. We have a large customer base and I just can't keep going in to manually change each one.

I am considered the QB guru at the office, but this one thing has me stumped.

Any ideas/suggestions/answers?

Thank you,

Martha

JasroV · ‎May 20, 2020

Thanks for sharing the details with me, @cama1212.

Let's run the repair tool for QuickBooks Desktop (QBDT) to isolate this issue. I'd be glad to guide you through the steps.

Before we start, I recommend to back up your company file for the safety purposes in case we run into an error.

Then follow these steps:

Restart your computer to ensure there are no programs that may affect the repair.
Open the Windows Start menu, then select Control Panel.
Click Programs and Features then Uninstall a Program.
Select QuickBooks from the list of Programs, then Uninstall/Change.
Click Continue, or Next.
Select Repair, then Next.
Once it's done, select Finish.
Then update your QuickBooks to the latest release. This way, we ensure you have the most recent fixes and security updates in QuickBooks.

Here's an article you can read for more detailed steps in repairing your QDBT: Repair your QuickBooks Desktop for Windows.

Once done, import the Excel again in your QBDT software. Lastly, I've added this article that you can use for reference. This can guide you on how to remove a credit from an invoice accurately: Remove or unapply a credit from an invoice or bill.

You can always get back to me in case you have other concerns and questions. I'm just a post away. Have a great day and keep safe.

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