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December 20, 2022
Question

How can I change the customer start date?

  • December 20, 2022
  • 1 reply
  • 6 views

We started using QuickBooks at the beginning of 2001, but we have customers that date back much further than that. How do I put in the original start date for these customer? It would be nice to use QuickBooks for this information when doing credit check inquiries versus having to pull their physical file. 

1 reply

BigRedConsulting
Level 15
December 20, 2022

You can change the Start Date on the customer's Job Info tab, where the Start Date field is displayed.

Kari38Author
December 21, 2022

Thank you for your response. I went ahead and did that, but it doesn't change the years in service. 

MaryLandT
Level 10
December 21, 2022

Hi there, Kari38.

 

Can you take a screenshot about the years of service? I'll keep this post while waiting for your response. Thank you and have a great day ahead!