bulk change edit customer job on multiple transactions

Hello, WVWW.

You don't need to upgrade. I'm more than happy to show you a way on how you can edit the checks' customer job tag. 

We're unable to bulk edit the customer jobs. However, you can use the bank register and edit the transactions one by one. This is a little bit faster than opening and editing individual checks. Here's how:

1. Go to Lists, then choose Chart of Accounts.
2. Find and open the bank register (where the checks are entered from). 
3. Select the correct operating grant under the PAYEE drop-down field. 
4. When prompted, click Yes to apply the changes.

This works well if the customer job is attached to the Pay to the order of field. If it's attached under the CUSTOMER:JOB column (the item table), then you'll want to pull up the checks one at a time to edit them. 

Be careful when editing a check from a closed accounting period since this might affect your books. I'd recommend reaching out to an accountant to guide you with the correction and ensure your numbers are accurate. 

I would agree that you'll save a lot of time if there was a way to do bulk edit. This might be added by our developers in future updates. Stay tuned for product-related news here: https://www.firmofthefuture.com/product-industry-news/product-updates/ (click the Desktop-related tags to view the updates).

For good practice, I'd recommend reviewing your checks or other transactions' details before saving them. This prevents recording issues in the future. 

Also, there might be a third-party plugin that can bulk edit transactions, especially the customer job field. Browse our QuickBooks Desktop marketplace for particular apps: https://desktop.apps.com/home.

Visit our articles if you need help with processes and other tasks in QuickBooks Desktop. They have helpful information and guides that'll point you in the right direction. 

Don't forget to visit the Community space or this thread again. I'm more than glad to help you with any future questions you might have for QuickBooks Desktop. See you again soon. 

@jamespaul  Thank you for your reply but unfortunately, it won't work for my needs. The checks are on several different bank registers. I don't track grants using the Payee field. I've actually not seen that method used before. I record the vendor the payment was made to in the Payee field. My customer/job info is attached to the customer/job column. This ensures nothing on the actual check is edited making changes to the amounts very unlikely as I'm only moving the allocation of the expense to another job. I've also spent hours looking through the marketplace for an app and haven't found anything that bulk edits the customer/job column. If you are aware of any, please share them here if you're able. I see there may be some import/export type apps but that's not really a good fit for what I need to do either. 

It's my understanding that using the customer/job column is a common practice among non-profits in order to allocate spending to a specific grant fund. Our system was established by an accountant and I do work with an outsourced accountant but no one seems to know of a way to bulk edit the customer/job column.

When I first record an expense, I allocate it to the Customer "Unallocated" and the Job "FY20". Then I run a P&L Detail report and customize it to only display the Name Unallocated FY20 in order to gather all of the spending that has not yet been allocated to a specific grant into one central list. I then go through the list and change the Job to the specific grant I want to allocate or bill the expense to. But this means that I am editing the Customer/Job column on every single entry multiple times. Is there some other method non-profits are using to avoid the inconveniences of the customer/job column? 

Allow me to jump in, @WVWW.

Thanks for taking the time to perform the suggestions provided by my colleague above.

I've got some info to share about bulk editing checks associated with a customer job in QuickBooks Desktop (QBDT).

As my peer mentioned, we're unable to batch edit them. This is also true even for the non-profit version of QBDT. Our Community Backers like @john-pero and @Rustler  may have insights on what third-party app is best to use.

On the other hand, you can seek help from an accountant if what you want is possible since they have the reclassify tool.

Meanwhile, I'd like to route you to our QuickBooks blog for the latest news and updates. All product improvements are laid down there so you can check it from time to time through this link: https://quickbooks.intuit.com/blog/.

Feel free to leave a reply in the comment section if you need more help about managing your transactions or anything else related to QuickBooks. Take care and enjoy your day.

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@WVWW wrote:

I've also spent hours looking through the marketplace for an app and haven't found anything that bulk edits the customer/job column. If you are aware of any, please share them here if you're able. I see there may be some import/export type apps but that's not really a good fit for what I need to do either. 

@WVWW 

Explore one of these 3rd party migration tools to help.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Export your data, modify, and reimport them back in bulk. If the Customer import file contains Sub-Customers or Jobs, both the main Customer and the Sub-Customer or Job must be included in the same field, separated by a colon with no space before or after the colon, and mapped to the CUSTOMER field.  Any time a Customer is used when importing transaction such as Invoices, Sales Receipts, or Journal Entries, the entire Customer Name has to be included in the import file for Sub-Customers or Jobs.