Customer "Use with QuickBooks" checkbox

Let me provide some information about Use with QuickBooks checkbox, @SHFHSJason.

I recognize how relevant it is to have the option to uncheck customer boxes in batch to your business is. Currently, under the Company Preferences, you can select No undet Use with QuickBooks checkbox for all newly entered customers. For existing customers, you have to uncheck them manually.

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Open your QuickBooks Point of Sale file.
2. Proceed to Help menu.
3. Select Send Feedback.
   
   

I also encourage you to visit this resource that will guide you in tracking your daily point-of-sale business transactions like purchasing, receiving and selling merchandise as well as tracking inventory and customers: Financial Exchange Overview.

As always, add a comment below if you have any other questions about managing your customer lists in QuickBooks. I'm here to help always. Take care!

That's too bad that it needs to be done manually.  57,000 customers is going to be a lot of work one at a time.  What about removing the synced file from QB Desktop?  It imported 11,000 customers filling up our max of 14,500.  Can the synced file be removed or rolled back?  Other data was entered on the same day so rolling back to a previous file is not an option.

Thanks

Thanks for getting back to us, SHFHSJason. 

I understand how you feel when things aren't working the way you wanted them to be working.

• Financial Exchange Overview
• Point of Sale transactions are missing in QuickBooks Desktop after a financial exchange
• Transactions are transferred from Point of Sale to QuickBooks multiple times
  
  

Hello @LeizylM ,

That doesn't really answer my question.  What I wanted to know is; once we did the very first data sync between QBPOS to QB desktop financial, 11,000 customers were uploaded from POS to DF.  I want to remove the 11,000 customers from the DF.  Is there a way to delete these customers en masse or do they have to be deleted one at a time. (from the desktop financial software not POS) I'm slowly going through the customers on the POS side and unticking the "Use with QuickBooks" box.

Thanks

Hi there, SHFHSJason.

I want to make sure your concern about removing 11,000 customers in bulk is best handled by the right support.

The nature of your concern requires help directly from our Point of Sale Team. I suggest contacting our QuickBooks Point of Sale Support Team. They're equipped with tools to securely look into your account and check the main cause of this. Please click this link to reach out to our support: Contact Point of Sale Support.

In case you have future questions about POS, check out this guide to learn more: QuickBooks Desktop Point of Sale User Guide.

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Anything else you need help with can be answered here in the Community. Just let me know and I'd be happy to assist. Have a good one.

Thanks for the help.  I'll give support a call.

Cheers!