Other questions
Modifying your client's records based on certain conditions is a great functionality, LisaC16.
As of the moment, the option to bulk edit your clients' records is unavailable in QuickBooks Online. In the meantime, you'll want to visit our marketplace or head to the Apps menu to explore third-party providers that best suit your business needs.
While we're unable to recommend which one to use, you can enter a specific keyword or select a category to streamline the search process.
- On the left panel, click Apps.
- Go to the Find Apps tab.
- Enter a keyword in the search bar.
I can understand how convenient to have this option for your business. With that, I suggest sending feedback to our product developers so they can review it and might consider adding this in our future updates. Please refer to the steps below:
- Go to the Gear icon.
- Under Profile, select Feedback.
- Enter your suggestion.
- Hit Next.
You can track your feature requests through our QuickBooks Online Feature Requests website.
Feel free to reach out whenever you have inquiries or issues related to our products. I'm available at any time to assist.
