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chris31
Level 1

Adding classes to specific customer invoices

Is there a way to add a "class" to existing customer invoices all at once instead of doing it one by one? We have some customers that are wholesale, and others that are retail and I'd like to go back through 2014 and classify them accordingly.  But given the number of customers in each class, and then the number of invoices for each customer, it would be too much time spent doing that.  Also, any work around would be great.  I just want to see an P&L on each class to see how each segment of my business is performing.

Solved
Best answer December 10, 2018

Best Answers
John68-CPA
Level 3

Adding classes to specific customer invoices

maybe check the market place sometimes third party vendors have apps.

Find a local Pro Advisor that has the Accountant's Version of your software.  they might be able to some batch processing.

 

View solution in original post

4 Comments
John68-CPA
Level 3

Adding classes to specific customer invoices

maybe check the market place sometimes third party vendors have apps.

Find a local Pro Advisor that has the Accountant's Version of your software.  they might be able to some batch processing.

 

View solution in original post

IntuitBrooks
Level 9

Adding classes to specific customer invoices

Got to add them one by one I think.

Sheyla_Santana
Level 1

Adding classes to specific customer invoices

How did you solve this? I have the same need in my end!

Fiat Lux - ASIA
Level 15

Adding classes to specific customer invoices

@Sheyla_Santana 

You may export data out to XLS, modify it, and import them back in bulk.

https://transactionpro.grsm.io/qbd

 

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