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Posted by A on June 28, 2006, 2:15 pm
Please log in for more thread options @fe11.lga:
>
>>
>>>
>>>>
>>>>> 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!
>>>>>
>>>>>
>>>>
>>>> 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.
>>>
>>>
>>> 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.
>>>
>>>
>>>
>>>>
>>>> A
>>>>
>>>
>>>
>>
>> So, I got that one right? YES! (fist pump).
>>
>> Any thoughts on mobile sofware for Pocket PC or any other handhelds
>> Allan?
>
> Never give it much thought. I feel mobil devices are way too small for
> financial record keeping.
>
>
>
>
>
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
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