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gatehealing
Level 4

Need to bulk change Received From field for Deposits with same named From Account.

Had to rebuild data and I lost a bunch of information. I've changed everything manually for credit card charges/credits and for checks written. But for Deposits, there are far too many daily credit card settlements. They are all listed, and they all still have Fee for Service Income as the "From Account" field, but the Received From field is now blank. 99% of them should be "CC income." The other 1% will be "Check Income."

 

How can I change a bunch of deposits' Received From field to CC income at the same time?

3 Comments 3
JessT
QuickBooks Team

Need to bulk change Received From field for Deposits with same named From Account.

Hi gatehealing,

 

I appreciate you for taking the time to get help with your deposits. I see how challenging it would be to go through each of them and update the information in the Received From field. However, we're unable to do this in batches.

 

To avoid falling into this situation again, you can back up your company file before running the Rebuild tool or before changing anything in your record.

 

I hope you'll get this over soon. We're just right here if you have other concerns. Take good care always.

gatehealing
Level 4

Need to bulk change Received From field for Deposits with same named From Account.

Thank you. I received a reply to my inbox here on QB from Kate Barb (Quickbooks Advisor, Level 1)

(the above info is a copy/paste from her profile that shows her badges and level) telling me to contact QuickBooks Team at 800-845-9666.
 
When I googled that phone number, it shows up as a scam. Could you please confirm whether the phone number is legitimate or not? If not, you may want to look into that person's profile and activity. If it's legit, I'll give them a call.
Jon
gatehealing
Level 4

Need to bulk change Received From field for Deposits with same named From Account.

I really wish support would have told me that this would happen before I did it. I do have backups (I address this in another post) but I cannot remember exactly when I called/chatted/emailed support and got that advice, so I'll have to restore each dmg file one by one until I find the correct one.

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