Lisa Courtney

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2 results found

  1. bulk update customer list details

    8 votes
    2 comments  ·  QuickBooks Mobile Feedback Forum » Lists (Customers, Vendors)  ·  Admin →
    How important is this to you?
    Lisa Courtney supported this idea  · 

  2. Bulk update customer details

    5 votes
    4 comments  ·  QuickBooks Mobile Feedback Forum » Lists (Customers, Vendors)  ·  Admin →
    How important is this to you?
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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.

    Lisa Courtney supported this idea  · 

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