Bulk update customer details
Cannot upload a csv or excel to bulk update existing customers
Avinash Pulapaka
shared this idea
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Trinity Lawn commented
This would be incredibly helpful
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Louise Crawford
commented
Customers and Suppliers - with the Advanced version of QB online. Not mentioned in our migration, else I would have done more data cleaning in advance. We are also adding in new custom fields and need to edit individually?
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True Spin Dental
commented
Also need to bulk update existing customer fields, especially the Notes section. But really, all sections of customer data should be able to be edited in bulk.
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Lisa Courtney commented
TOPIC: Bulk Editing Client Records ... Seeking an App or Addon that can help me achieve this
Specifically last April 2022, our accountant imported a ton of clients from QB Desktop into QB Online, and every single one of them was imported as Tax Exempt.
I've been fixing this daily as new sales are imported from our third party sales program, however, at this point nearly 1.5 years later, I'd love to find a way of bulk editing Client Records based on (1) if the QBO Client Record has NOT been modified since 4/23/22 or before AND (2) if the QBO Client Record is tax exempt.
If the QBO Client Record meets both of these, then I'd like to make the QBO Client Record Taxable.