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Leonardos-Ryan
Level 1

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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1 Comment 1
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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