Question: I need to change sales tax settings for a large number of my customers. Do I need to go into each customer to make the changes?
Answer: No, fortunately!
QuickBooks has a wonderful feature to save you time with that chore. Go to “Lists”>”Add/Edit Multiple List Entries”>”Select Customers” from the dropdown box at the top, which then creates an Excel-like spreadsheet of your customers. You also can view vendors and non-inventory items from the same tabs.
You then can customize the column headings, add the sales tax item and code to the report for customers, and move it up in the list to display next to the customer name on the screen. This allows you to view your customers and make batch changes from one screen instead of having to go to each customer screen.
It is a real time saver!
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at [email protected]
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