How to Change an Account for Multiple Entries in QuickBooks
Your Quickbooks installation includes a feature called "Add/Edit Multiple List Entries" that can be used to quickly change multiple entries within a Quickbooks account. This feature eliminates the need to manually change each incorrect item in a list by allowing you to make a change to one list record and apply it to every other item in the list. Additionally, changing multiple entries in your account simultaneously will ensure that all affected records are properly adjusted at the same time, thereby negating possible complications caused by manual entry errors.
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Instructions
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Launch Quickbooks.
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Double-click the file containing the Quickbooks account that you want to adjust.
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Type your user name and password into their respective fields, and then click "Sign In."
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Click "Lists" at the top of the window, and then click "Add/Edit Multiple List Entries."
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Click the "Lists" drop-down menu at the top left corner of the window, and then click the type of list with which you want to work. For example, you could click "Customers" or "Vendors."
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Click the "View" drop-down menu at the center of the window, and then click the filter that you would like to apply to your chosen list. For example, if you are working with the "Customers" list, you could select the "Active Customers" option.
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Click the "Customize Columns" button at the top-right corner of the window.
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Click a column under the "Available Columns" list at the left side of the window, and then click the "Add" button to place that column in the "Chosen Columns" list. Items in the "Chosen Columns" list are the columns that will be displayed in the "Add/Edit Multiple List Entries" window.
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Click "OK" when you have finished adding columns.
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Click a cell in the "Add/Edit Multiple List Entries" window to select it. If you need to make any changes to the cell value, you can type while the cell is selected to replace the contents.
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Click "Edit" at the top of the window, and then click "Copy Down" to apply the change to all of the other records in your list.
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Click "Save Changes" at the bottom of the window when you are finished working with your list.
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Tips & Warnings
Data can be copied from an open Excel file, and then pasted into a field in one of the records in your list. The data from the Excel file can then be applied to all of the records in your list using the "Copy Down" option on the "Edit" menu.
