Mass Change of Billing Address

This is probably something simple, and I'm just not looking in the right place...

QB Pro 2001

A customer recently sold their business, so the billing address for that customer and several dozen jobs UNDER that customer need to change.

Is there an easy way to say, in essence, "Apply this address to all these jobs"?

TIA

Garrett Michael Hayes

Reply to
Garrett Michael Hayes
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Not sure if this is what you are talking about, but look in "Company", then "Company Information..." in the menus. Should be your address in there.

-- Leo

Reply to
Leo Navoichick

Not what I'm asking about - I'm not talking about MY address, I'm talking about changing the Bill-To address of a CUSTOMER and all the Jobs under that customer.

Reply to
Garrett Michael Hayes

When you change your customer's address in Customers:Jobs, the address will change for ALL invoices, existing and future....

Reply to
S.M.Serba

Not in my experience. A change at the parent level (Customer) has *NOT* been reflected in jobs UNDER the parent. And, when you think about it, it shouldn't. It is of course entirely possible that a company has different billing, shipping, and job site information for different jobs.

What *does* happen, is that if you change the address in the parent record, subsequent jobs default to the information contained in the parent. You can, of course, edit job information at the sub level.

Reply to
L

It will not change addresses in existing invoices.

Reply to
Gary

Good advice but not applicable in this case. I have actually started an entirely new company in Quickbooks, because my relationship with the new owners is not under the same business name on MY end. I exported the list of jobs from MY old company (the records there are untouched), and imported it into MY new company.

So I *still* need a way to mass edit the job address details under the new company.

Reply to
Garrett Michael Hayes

What about exporting the customer:job list to an IIF file. Open it with Excel, input the new address, copy and paste down. Save the file as an IIF file, and import back to QuickBooks. I haven't tested, but it should overwrite that existing data in the customer:job card.

If you plan to do this, please backup your data first before any imports, so you can recover (just in case)

Gary

Reply to
Gary

Any time I have made changes to a Customer or Vendor address, and opened an older item (bill or invoice) it shows the new information...

Reply to
S.M.Serba

Thanks. That worked like a charm. I had no idea that the IIF files were just tab delimited critters and could be edited with Excel. Another arrow to add t my quiver of knowledge.

GMH

Reply to
Garrett Michael Hayes

A low tech solution, but if it works, it works. Glad it did.

Gary

Reply to
Gary

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