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Leonardos-Ryan
Level 2

Mass changing payment terms

Am using QuickBooks Enterprise: 2020 - Manufacturing & Wholesale, in a multi-user desktop enviroment. I am curious if anyone knows how we can change the payment terms of a large group of customers & invoices at once. Due to a recent management change our payment term structure was changed, and we want to move all of the customers and their respective invoices that were on one set of payment terms to the new ones, and then delete the old payment terms so that the office staff doesn't accidentally use them. What would be the fastest way to do this? At the moment, they are going through each invoice in the Terms QuickReport and manually changing each and every invoice, and customer. There has got to be a faster way...


Thanks in advance...

Solved
Best answer February 28, 2022

Best Answers
SashaMC
Moderator

Mass changing payment terms

Good day Leonardos-Ryan,

 

Welcome to the QuickBooks Community! That is a good question! Currently, QuickBooks Desktop is unable to do mass changing payment terms. But, this is an excellent idea to include for a feature request. Our Developers are always looking for ways to enhance the system, which would be beneficial! I will go ahead and take note of this and submit feedback. You can keep up to date with the latest changes or additions by following our QuickBooks Blog.

 

Let me know if you have any other concerns. I will be happy to answer them! Take care for now!

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5 Comments 5
SashaMC
Moderator

Mass changing payment terms

Good day Leonardos-Ryan,

 

Welcome to the QuickBooks Community! That is a good question! Currently, QuickBooks Desktop is unable to do mass changing payment terms. But, this is an excellent idea to include for a feature request. Our Developers are always looking for ways to enhance the system, which would be beneficial! I will go ahead and take note of this and submit feedback. You can keep up to date with the latest changes or additions by following our QuickBooks Blog.

 

Let me know if you have any other concerns. I will be happy to answer them! Take care for now!

MiaTx
Level 1

Mass changing payment terms

Hello,

 

I'm not sure the answer you were given was accurate.  I'm using QuickBooks Desktop Pro 2021 and I am able to modify the payment terms for all customers all at once in one window versus going into each customer account one-by-one.  Just do the following:

1. Open Quickbooks
2. Click Lists > Add/Edit Mulitple List Entries
3. Scroll to the right until you reach the “TERMS” column
4. Change the top entry to the preferred term
5. Right click the entry you just changed and select “Copy Down”
6. When the changes finish propagating click Save Changes at the bottom.

 

You also have the ability to modify many other things in bulk.  If you don't see the item you want to modify, click the button on the top right labeled "Customize Columns" and look for the item you want to modify in bulk.  If it's in the list of "Available Columns", just selected it and click "Add >".

 

I tested this and it worked.  Unfortunately I haven't found a way to modify existing invoices.  It seems they will have to be modified one by one.

 

As a side benefit, this window will also let you modify (to some extent) other areas in bulk such as Vendors, Service Items, and Non-Inventory Parts.  Perhaps you will have more options in the Enterprise version.

 

I know it's been a while since you posted your question, but hopefully this can help you and others.

NatMenadue
Level 1

Mass changing payment terms

Are you able to mass change payment terms in the Online application?

MariaSoledadG
QuickBooks Team

Mass changing payment terms

Let me add a few information about changing payment terms in QuickBooks Online, Nat.

 

I realize how important it is to have an option to mass change payment terms in QuickBooks. Currently, setting up the payment terms can be done one at a time. You can let our product team know by sending a request. To do this, follow the steps below:

 

  1. Select Settings ⚙, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.
     

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

In connection with this, learn how to add links to invoices so you can pay online, Check out this article for more details: Take And Process Payments In QuickBooks Online With QuickBooks Payments.

 

Please get back to us if you have any further concerns with payment terms. We're here to make sure you'll get the payment you need. Have a nice day!

4Gal
Level 3

Mass changing payment terms

@NatMenadue 

Try to export your invoices data out to Excel, modify it, and reimport it back into QBO. You can use a migration tool to do so.

https://get.transactionpro.com/qbo

 

 

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