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Level 2

Can I turn off Quickbooks asking if I want to update a customer's information?

For example, if I change the payments terms on an invoice that is different than the default for that customer, I get a pop-up that asks if I want to change that info for all future and past transactions.  Is there a way to turn that off?  I want to be able to put in different info and not be asked that question (or similar ones for other items) each time.  Because if I accidentally hit "yes" it screws up my past invoices for that customer! 

Solved
Best answer 02-25-2019

Accepted Solutions
Level 15

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

@Anonymous 

@JanyRoseB 

@Catherine_B 

 

Please Learn from this input.

 

@kristi720 

 

The function you asked for is in Edit menu > Preferences, General, the Company Preferences. There is a Box to Checkmark for "Never Update Name Information When Saving Transactions."

 

That allows you to enter something and not require that it be Saved back to the Customer Record.

View solution in original post

18 Comments
QuickBooks Team

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Hi there, kristi720. 

 

 

The option to get rid of the prompt is currently not available. This is set to be a reminder that will help you identify that you made changes to your customer's payment terms. If you want that this will not apply to past and future transactions, you can hit No. 

 

Don't hesitate to comment below or post again if you have other concerns. 

Level 2

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

This is something that should be available as an option in Company Preferences.  Do you realize the problems that occur in past occurrences if "Yes" is hit by mistake instead of No?  It makes no sense that it would change PAST transactions. 

QuickBooks Team

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Hi there, kristi720.

 

Thanks for getting back to us. Allow me to help provide other option on how to turn off the warning message in QuickBooks Desktop. 

 

Here's how you can turn off the warning notification that appears when editing a transaction: 

  1. At the top menu bar of your QuickBooks, click Edit.
  2. Select Preferences.
  3. Choose General.
  4. Click My Preferences
  5. Make sure to uncheck the Warn when editing a transaction box option. 
  6. Click OK to apply the changes. Capture.PNG

If you need further assistance with the steps from our live support, I recommend contacting our QuickBooks Desktop Support Team. They have the tools to pull up your account and do a remote session.

 

Here's how you can contact our live support:

  1. Follow the Official Intuit Contact link.
  2. Select your QuickBooks product.
  3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
  4. Click Start a message at the bottom.

This will get you on the right track. Please know that I'm just a post away if you have any other questions about the warning notification. Have a good one. 

Level 2

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Thanks for the suggestion but that didn't solve the problem either.  

Anonymous
Not applicable

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Welcome back, @kristi720,

 

Allow me to step in and share additional information about this preference.

 

@Catherine_B is correct. The option to disable the general update alert when updating the information on your sales transaction that's different from the customer's profile is currently unavailable at the moment. Adding this preference to the program is a great idea so I'd recommend sending a product suggestion to our engineers. Doing this will let them know what features would help a business like yours run a little better, and they will consider that in a future update.

 

To send your request, follow these steps:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

That should send your suggestion directly to our Development Team who considers feedback for QuickBooks enhancement. I've also forwarded this request to our engineers to reinforce your request.

 

Please feel free to reach out back to me if you need further assistance with QuickBooks. I'll be around to help whenever you needed me. All the best!

Level 10

Re: Can I turn off Quickbooks asking if I want to update a customer's information?


@kristi720 wrote:

For example, if I change the payments terms on an invoice that is different than the default for that customer, I get a pop-up that asks if I want to change that info for all future and past transactions.  Is there a way to turn that off?  I want to be able to put in different info and not be asked that question (or similar ones for other items) each time.  Because if I accidentally hit "yes" it screws up my past invoices for that customer! 


QBO does not even have the option to change the customer card if you change something on an invoice - I wish it did - just the customer card though, not previous invoices  - but there s/be a preference setting I agree

 

Level 2

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Malcom, I wish that it didn't apply to past transactions!  It can really cause problems.  I accidentally hit yes once and then all the past transactions showed that that one buyer bought them when that was definitely not the case.  It's not a good feature of the software.  

Level 15

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

@Anonymous 

@JanyRoseB 

@Catherine_B 

 

Please Learn from this input.

 

@kristi720 

 

The function you asked for is in Edit menu > Preferences, General, the Company Preferences. There is a Box to Checkmark for "Never Update Name Information When Saving Transactions."

 

That allows you to enter something and not require that it be Saved back to the Customer Record.

View solution in original post

Level 15

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

This never changes existing transactions: "I accidentally hit yes once and then all the past transactions showed that that one buyer bought them"

 

But, for instance, if you were using Customer Type, you did change that name's settings.

Level 10

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Amazing.  Hard to believe that all 3 of the QB Team confidently provided blatantly incorrect information, with frills and fanfare.   

Level 2

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

@qbteachmt Thank you SO much!  That did the trick! 

Level 1

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

This is a continuing problem. My company has been using QB for over a decade and we've never had this issue until the latest QB update. This is a problem that was created in the recent QB software and did not exist previously.

 

If I select No, it will not update my customer account with the most recently used information.

 

If I select Yes, as you know, it changes all past invoices and complicates everything. Why would anyone do that? 

 

No one has shown a way to fix this issue, and the methods to 'turn it off' do not work. This is very frustrating! 

QuickBooks Team

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Hi DYB1955,

 

I know how surprising it is when a function that's used to be there has been suddenly changed.

 

Currently, our only option is to use the Never update name information when saving transactions setting. You can utilize the Notes section on the Customer Information page to keep the customer's old information.

 

Feel free to read this article for more information: Recent changes, improvements, and fixes in QuickBooks Desktop 2019.

 

Reach out to us anytime if you need help with anything else.

Level 2

This feature is badly needed for QBO too. We should be able to establish preferences on how and when we want information updated on the customer file. Is this on the roadmap for QBO?

 
Anonymous
Not applicable

Re: This feature is badly needed for QBO too. We should be able to establish preferences on how a...

Thanks for putting your voice and providing feedback on the preferences in QuickBooks Online, @kimberly12,

 

Having the option to apply updates, such as customer address, to future or existing transactions is a great idea to add in our program.

 

Our developers have a massive product roadmap. They are implementing new features based on the functionality that works best for most users. I'm taking note of this request and making it my top priority that it reaches our developers.

 

Since QuickBooks Desktop and QBO are two separate platforms, the availability of functionalities may differ for each program. While the feature you're looking for is not available in QuickBooks Online, you can follow ShiellaGraceA's workaround to get your work done.

 

Let me know if there’s anything else I can do to assist you today. I’m always available to help if you ever need one.

Level 2

I think this comment is only for and. Can somebody confirms this is does not work foe qbo.

 
Moderator

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Thanks for coming back to the Community, kimberly12.

 

You're right that we currently don't have an option to apply the changes for future or existing transactions.

 

After updating a customer's information, it'll only apply to the new transactions moving forward.

 

I'll definitely pass along your experience. Our engineers make improvements in QuickBooks Online by listening to our customers' suggestions and comments.


Thanks a lot for raising this concern. Should you have more questions, please let me know. I’ll be here if you need me. Have a lovely day!

 

 

Level 1

Re: Can I turn off Quickbooks asking if I want to update a customer's information?

Well it wasn't like that in older versions of QB. I used QB 2013 for years before migrating to QB2018. QB 2013 didn't include past transactions when updating the customer profile. So why can't the engineers just dig out that old code, which worked fine?

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