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Customer Name Change
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Just Me
Jan 4, 2010, 12:01:41 PM1/4/10
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I have QB2010 Pro running on a W7 computer.My primary customer is
under going a business name change and I have many jobs in progress
and open invoices,po's etc.My question is will I have to create a new
customer and re-enter all open jobs or can I just edit the customer
info and put in the new name,and will QB then have all the new jobs
under the new name and all the previous work under the old name.This
customer goes back many years and is likely to continue for many years.
under going a business name change and I have many jobs in progress
and open invoices,po's etc.My question is will I have to create a new
customer and re-enter all open jobs or can I just edit the customer
info and put in the new name,and will QB then have all the new jobs
under the new name and all the previous work under the old name.This
customer goes back many years and is likely to continue for many years.
Laura
Jan 4, 2010, 1:33:00 PM1/4/10
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"Just Me" <mutantm...@yahoo.com> wrote in message
news:1df5f6a1-11c0-46e3...@e27g2000yqd.googlegroups.com...
news:1df5f6a1-11c0-46e3...@e27g2000yqd.googlegroups.com...
The software will allow you to just edit the customer name & address in the
Customer Center. It will change everything for you.
It might be worth checking with your customer that all of the history now
belongs to the new name. I've seen cases where a company changes names/owner
and the history did not flow to the new name. In this case, I had to create
a new customer name and start fresh.
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