Change customer on multiple sales entries

MKirros · ‎August 19, 2022

Using QuickBooks Desktop 2022 Pro. We have one customer who is also a vendor, shown in the Vendor List as CustName Ind. and in the Customer List as CustName Industries to differentiate them. A number of sales transactions were recorded as being CustName Ind. instead of CustName Industries. Is there any way to do a bulk update of these transactions to avoid having to change each on individually? There are between 30 and 40 of these transactions, so changing them one-by-one would be possible but time-consuming.

MichelleBh · ‎August 19, 2022

I'll help you change the customer/vendor names in the sales transactions, @MKirros. This way, your transaction reports, and books are always accurate.

We can only enter and delete transactions in QuickBooks Desktop in batches. That said, modifying the client name in bulk in the sales transaction is unavailable.

In this case, I'd recommend opening the transaction one at a time and changing the name manually. I know it's time-consuming, but this is currently the best workaround.

Furthermore, read the following articles to learn how to enter numerous customer, vendor, and item names and manage customer/vendor transactions in QuickBooks:

This thread is always open if you have more questions about handling QuickBooks transactions. Just reply here, and I'll get back to you as soon as possible. Stay safe.

View solution in original post

MichelleBh · ‎August 19, 2022

I'll help you change the customer/vendor names in the sales transactions, @MKirros. This way, your transaction reports, and books are always accurate.

We can only enter and delete transactions in QuickBooks Desktop in batches. That said, modifying the client name in bulk in the sales transaction is unavailable.

In this case, I'd recommend opening the transaction one at a time and changing the name manually. I know it's time-consuming, but this is currently the best workaround.

Furthermore, read the following articles to learn how to enter numerous customer, vendor, and item names and manage customer/vendor transactions in QuickBooks:

This thread is always open if you have more questions about handling QuickBooks transactions. Just reply here, and I'll get back to you as soon as possible. Stay safe.

MKirros · ‎August 25, 2022

Got it, thanks. Fortunately there are not so many entries that it will be a big problem to do them manually.

ZackE · ‎August 25, 2022

Thanks for following up with the Community, MKirros.

I'm happy to hear MichelleBh was able to help with better understanding what's possible when editing transactions.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a wonderful day!

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Change customer on multiple sales entries