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Archie_B
QuickBooks Team

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I appreciate the effort in looking for a work around, jbrooks7676.

 

The option to change the Preferred Send to Method for multiple customers is currently unavailable in QuickBooks Desktop.

 

However, you can also export your customer lists to an excel file. This way, you can easily change multiple customer information such as Preferred Send to Method.

 

To export customer list:

 

  1. Go to Customer menu.
  2. Select Customer Center.
  3. At the top, click on Excel dropdown.
  4. Choose Export Customer Lists.
  5. In the Export window, select Create new worksheet and in a new workbook.
  6. Click on Export button.

 

Here's an article for more information about the export and import process: Import/export CSV files.

 

Just click the Reply button below if you still have other questions about it. I'll be here to answer them. Have a wonderful weekend.