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Level 1

Changing Customer Bill To changes the Bill To for closed invoices

We recently found out that if you change the Bill To information for a Customer, QB also changes the Bill To information for sales orders and invoices to this Bill To information even if the Sales order or invoice has been closed. For example, an invoice was sent 2 years ago and paid but if I change the Bill To, it changes the Bill To of this invoice from 2 years ago. This should never happen. How do we stop this?
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QuickBooks Team

Changing Customer Bill To changes the Bill To for closed invoices

Thanks for posting in the Community space, @bt14.

 

Allow me to share some insights about changing your customer Bill To information in QuickBooks Online (QBO).

 

In QBO, changes made to your customer information are retroactive. That being said, it’ll also update those past transactions. This way, we’ll ensure your records are accurate and up to date.

 

To learn some tips and best practices in managing your customers, you can utilize these articles for reference:

Please let me know if there’s anything I can assist you with. I’d be more than happy to help you out. Take care and stay safe.


 

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