Mass Change of Billing Address

Aug 03, 2005 10 Replies

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



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

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.

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

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.

It will not change addresses in existing invoices.

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.

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

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...

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

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

Gary

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