How do I keep old address, but use new address for future transactions for customers and vendors?

VaTT · ‎July 25, 2022

Screenshot 2022-07-25 111157.jpg

When a customer or vendor changes their address, I enter the information on the current check or invoice and I am prompted whether I want the information reflected in past and future transactions. Is there anyway to keep the past transactions as they were and only change information for current and future transactions without having to manually enter each time?

BigRedConsulting · ‎July 25, 2022

It's basically not possible.

QuickBooks only stores the addresses on transactions if they're different than the name address at the time the transaction is recorded or edited. Otherwise, it gets and displays the current address from the name used on the transaction.

So, when you change the name's address, then all existing transactions that don't have a custom address will appear to change.

View solution in original post

BigRedConsulting · ‎July 25, 2022

It's basically not possible.

QuickBooks only stores the addresses on transactions if they're different than the name address at the time the transaction is recorded or edited. Otherwise, it gets and displays the current address from the name used on the transaction.

So, when you change the name's address, then all existing transactions that don't have a custom address will appear to change.

Topics

Training

Community

Resources

How do I keep old address, but use new address for future transactions for customers and vendors?

How do I keep old address, but use new address for future transactions for customers and vendors?

How do I keep old address, but use new address for future transactions for customers and vendors?

Search transactions for specific shipping address

How to import this? Customers have both Street address 1 line and Street address 2 line, yet sample spreadsheet for importing customers only includes one address line.

Global Address Bug Fix Request!

Sub-Customer: Address

QuickBooks Housekeeping Corner: Company Address & Billing

Need to get in touch?