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GlenYoung007
Level 3

Add/edit multiple list entries

Modified accounts in via Add/Edit Multiple Entries for 00,000 Non-Inventory items.  The changes are not reflected in the financial statements.  Any way to apply changes historically without doing it one item at a time (shoot me now)?

 

Since changes have been applied "en masse"....and the option now isn't available to change each item one by one...what now?

 

Thank you in advance!

Glen

8 Comments 8
Anonymous
Not applicable

Add/edit multiple list entries

Thanks for reaching out to us, @GlenYoung007,

 

I appreciate the in-depth information you provided and for trying to fix your Non-inventory items on your end. I want to ensure this issue gets addressed.

 

Using the Add/Edit Multiple Items option to modify your accounts does not update your financial reports. You'll only get an Account Change prompt when you edit the items one at a time.

 

When you say the option isn't available to change each item one by one, do you mean you're unable to edit them? May I know if you're getting any error message when trying to modify the items? Any additional information or screenshots you can provide is extremely helpful.

 

Please feel free to reach out to me anytime if you need additional assistance down the road. I'll be happy to help however possible.

qbteachmt
Level 15

Add/edit multiple list entries

GlenYoung007
Level 3

Add/edit multiple list entries

QB solution to the problem (one by one):

Here's how:

  1. Go to Lists and select Item List.
  2. Double-click on the item you want to update.
  3. Open the item, change the account (to dummy or different account).
  4. Click Yes if you'd like to update existing transactions for this item.
  5. Open the item again change the account to the correct account.
  6. Save then Yes to update all existing transactions.

Unfortunately that means 000 hrs fixing 00,000 items.  No real solution.  Easier to switch accounting software providers.

GlenYoung007
Level 3

Add/edit multiple list entries

Since Quickbooks is broken...are there any recommended 3rd party applications that can accomplish the task?  Or does it simply require changing manufacturing accounting software providers?

HoneyLynn_G
QuickBooks Team

Add/edit multiple list entries

Thank you for reaching back out to us, @GlenYoung007.

 

I can share some insights about the 3rd applications compatible with QuickBooks.

 

Intuit strives to treat all businesses fairly and we know that each one has different needs. The App Center though has all kinds of third-party applications to choose from. You can look them over to get a better comparison of these apps and see if one meets your needs.

 

You can check out this link: Apps for QuickBooks Desktop.

 

Meanwhile, I want you to know that I value your time and the success of your business. I'll personally prepare a feedback statement to send to our product engineers about the ability to change/edit the account associated with your inventory items. 

 

It's feedback like this that empowers us to make QuickBooks the best software it can be.

 

Let me know if you have other questions in mind. I want to ensure your success in everything you do. Wishing you all the best!

BobPeloquin
Level 2

Add/edit multiple list entries

What I am trying to explain is that when you select Customize Columns, the window that pops up has two panels.  The panel on the left  clearly defines the only options available that can be used to be added to the right sided panel.  Non of those options work for me.  I want to add "Website".  I am not looking to do anything else, simply to modify the existing options to include website.  As mentioned before, why on earth have 5 columns for addresses?  There has to be a way to add the additional field in the left side panel in order to apply it to the right side. 

 

Also, 2 other mentions:  1)  It was mentioned that I should be looking at previous answers to my posted questions.  Please be aware I had asked just how does one find them in the first place.  Also, as I read some of the answers this evening, I really don't have any idea what to do as most of it makes little sense to me.

Archie_B
QuickBooks Team

Add/edit multiple list entries

Thank you for following up in this thread, BobPeloquin.

 

I'd like to share what I know about the additional column for website in QuickBooks Desktop.

 

Currently, there isn't any available option for website to be added as an additional columns. Thus, the work around provided by my colleague Maybelle_S in this link  is your only option. This will add a custom field for website in Add/Edit Multiple List Entries window.

 

I'm adding this article for more information about it: Add and edit multiple customers, vendors, and items.

 

Get back to us if you still have other questions or clarifications. I'm always here to help. Have a good day!

GlenYoung007
Level 3

Add/edit multiple list entries

For any future QB users who stumble across this thread.  I was able to resolve my QB issue with CData Excel Add-In ($299) in which I could directly manipulate the database using MS Excel.  Technically challenging.  Not without risk as directly manipulating the database.  But I was able to resolve my issue and proceed with historical clean-up and our company's utilization of QB.

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