Hello there,
I can see the importance of getting your data all sorted out. Let me help you ensure you can make the necessary changes to your lists in QuickBooks Desktop.
Before editing your customer list, make sure that you have the necessary permissions to do so. If you don't have the required access, you'll need to get in touch with your company admin so they grant you the required permissions. However, if you've already verified that you have access, but still can't edit your lists, let's go through some troubleshooting steps together.
To begin, update your QuickBooks Desktop to the latest release. This will ensure that you have access to any bug fixes or improvements that have been made since the version you are currently using. Once the update is complete, edit the customer list from a sample company file to check if the issue has been resolved. If the issue persists, let's verify and rebuild your data. This process can help identify and repair any data issues that might be causing the problem.
Here's how to verify your data:
- Go to Window then click Close All.
- Go to File, then press Utilities.
- Select Verify Data.
If you come across an error message, you can refer to our support site for instructions on how to resolve it. However, if you receive a message stating that your data has lost integrity, it means that there is damage in the file, and you need to rebuild your data to fix it.
Once you've performed all the steps above and still can't make edits to your lists, I recommend using the QuickBooks Tool Hub for tools to help fix problems and errors.
For more information on managing lists in QuickBooks, you can check out this article: Add and edit multiple customers, vendors, and items.
For future use, here's an article on running reports to get a comprehensive overview of your business: Reports.
If you have any other concerns regarding your lists in QuickBooks, please never hesitate to leave a comment below. I'm just one post away to help you out.
