Bulk Change Sales Rep

Hi. I have over 1000 customers in one of my QuickBooks Pro 2006 files, each of whom is assigned to a sales rep. One of my reps has been replaced and I need to change all of the accounts assigned to that rep to the new rep. Is there a quick and easy way to do this (so that I don't have to edit all of the customer records one at a time)?

Thanks!

Reply to
news.sbcglobal.net
Loading thread data ...

Never found it, but I could just be blind.

Uh, do a report of customers, include the rep and sort by rep. That will shorten all those by hand changes.

Reply to
Golden California Girls

If you are not concered with the rep name that appears on your historical data then simply find the rep name in the list is is stored in and change the name etc. All other records that reference the rep (ie customer records) will reflect this change.

Reply to
Allan Martin

"news.sbcglobal.net" wrote in news:LH0og.123646$ snipped-for-privacy@newssvr21.news.prodigy.com:

Shouldn't you be able to import this data from an excel worksheet? I havn't ever done this, but asked the question once and someone told me it could be done. At the time I wanted to take my customer list; export it to an excel worksheet with all the data you want included (sales rep in your case); go and fill in all the blank feilds (this way instead of clicking on each customer and entering the same city, you could just copy the feild down in Excel); then, apparently, you can turn around and import this data back into quickbooks and it will update all the new feilds.

Someone else may be able to offer some more insight on this.

A
Reply to
A

Or perhaps the original responder. Since it does matter to you if the name on historical data is not changed then exporting to Excel and then importing back after making quick changes in Excel is the next method one would use. Needless to say making a backup before any attempt to import is in order.

The help files available in the export and import features detail how this is accomplished.

Reply to
Allan Martin

"Allan Martin" wrote in news:2Uvog.1715$ snipped-for-privacy@fe12.lga:

So, I got that one right? YES! (fist pump).

Any thoughts on mobile sofware for Pocket PC or any other handhelds Allan?

Reply to
A

Never give it much thought. I feel mobil devices are way too small for financial record keeping.

Reply to
Allan Martin

"Allan Martin" wrote in news:Unzog.31$UD6.17 @fe11.lga:

Ya; I need it more for entering Invoices while I am at my customers account, which I then sync with the copy on my desktop at the office. The invoices are then printed from the desktop and the orders go out.

Right now, I have to hand write all the orders, and then enter them into the system when I get back to the office, which usually takes a couple of hours.

It seems a little weird that Intuit doesn't offer this type of service; I can only imagine that it is in high demand in the sales and distribution game.

Hopefully someone will have some interesting respoinses to my other post on this board.

A
Reply to
A

They do offer it. QB on the web. Just bring along a laptop.

Reply to
Golden California Girls

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.