"pushing" customer information

BSchnell · ‎October 29, 2018

Desktop - Anyone know if there is a way to "push" updated customer information to existing Sales Order forms? Even if it means updating an excel file and importing.

I've tried a few things, but once the form is created it seems to exist in its own silo, independent of the customer information...

BSchnell · ‎October 30, 2018

Changing the customer worked, did not have to save new customer information - switch to new customer name and switch back current customer name. Newly entered current customer info was pulled from customer file. Not quick for a raft of Sales Orders but much better than having to recreate or edit each individual cell. Thank you.

View solution in original post

qbteachmt · ‎October 29, 2018

This is correct: "but once the form is created it seems to exist in its own silo, independent of the customer information."

The QB data is a Relational Database; once the Customer info is brought into the form, you also can update it right there, and Not feed that into the Customer Center, because now the Transaction Exists and this is its own Database Table of info. The only option would be to Select a different customer, then reselect the original customer, to get the Transaction to pull from Customer Info, fresh.

BSchnell · ‎October 30, 2018

Changing the customer worked, did not have to save new customer information - switch to new customer name and switch back current customer name. Newly entered current customer info was pulled from customer file. Not quick for a raft of Sales Orders but much better than having to recreate or edit each individual cell. Thank you.

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"pushing" customer information