Cloud Cart Connector only reads existing customers and inserts new ones. In this example, we will bulk edit a series of customers by changing the parent customer. Cloud Cart Connector can read customers, even if the parent customer changes.
Here are the steps:
- Open QuickBooks Desktop.
- On the top menu, go to lists > add / edit multiple list entries.
- On the left, ensure customers is selected.
- On the right, click customize columns.
- On the right box, add the Full Customer: Job Name to the left box. Using the up and down arrows, move the field to the desired order on the page.
- In the job of column, select the parent customer.
- Copy the job of column value.
- Perform a paste in every customer that needs the parent.