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Buy nowI appreciate your diligence in searching for a way to update customer information in bulk, @PreferredComm. I'm excited to help you unlock the full potential of QuickBooks and streamline the process of mass-updating your customers' information.
First, it's important to note that the article you shared is for QuickBooks Desktop (QBDT) users. The article focuses on updating customer information by double-clicking the individual customer in the customer details page, rather than providing a dedicated Edit option.
To easily mass-update your customer's information in QBDT, you can edit it directly within the customer details page by following these steps:
I've shared a screenshot for your reference:
If you're a QuickBooks Online (QBO) user, while it doesn't have a built-in tool to mass update customers, there are alternative solutions that can help streamline this process. Some third-party providers offer apps with QuickBooks Online to provide bulk editing capabilities.
To look for a third-party app, here's the detailed steps:
You can manage all third-party app connections in the My Apps tab.
I'll share these additional resources about managing third-party app integrations within QBO.
I'm all ears and ready to help again if you have inquiries about updating customer info in bulk. You can add any other questions and concerns about any areas in QuickBooks Online by adding a reply below or creating a new post. Always here to help.