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Forum : Can I merge Customer Accounts?Search Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v8 Forum

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 Can I merge Customer Accounts? 
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  Bottom Line Enterprises 
  
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 Posted : 2007-12-27 23:03:16

I am evaluating the program to see if I can change over 9,000 customer "names" to the same name (in QuickBooks data).  When I change the name I get an error code 3170 "cannot merge list elementss".  Is there some way that I can merge the customer names?    I really appreciate any help on this.   I need to solve this asap.

Thanks in advance for your input.

 

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  Tom 
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 Posted : 2007-12-28 17:14:17
I will give you the QODBC answer first, but I think you are talking about your customer data here and not QuickBooks.

Name must be unique and you will have to update each customer one by one using its ListID like this:

Update Customer Set Name='New Unique Name' where ListID='AB0000-1197756245'

See: How do I add customers? for more information.

To change your data, read the QuickBooks Customer table using QODBC and update your table instead.

 

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  Bottom Line Enterprises 
  
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 Posted : 2007-12-29 02:27:01

"To change your data, read the QuickBooks Customer table using QODBC and update your table instead."

This is exactly what I'm doing.  But you say the name has to be unique?  In QuickBooks you can "merge" names one by one.  With over 9,000 names I'll get carpal tunnel syndrome!  and it is not feasible.  It would take months. 

I was hoping QODBC would allow a way to merge names (or change names to be the same name, not unique)  Is that at all possible?

 

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  Tom 
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 Posted : 2007-12-31 08:32:39
If you're changing your data to have the same name as the customer in QuickBooks, then the name is already unique. 

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  Bottom Line Enterprises 
  
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 Posted : 2007-12-31 11:14:48

I'm sorry but I don't understand your point.  Unique means one of a kind.   I have a list of over 9000 different customer names.  I want to change them all to be ONE name, say, Internet Customer.  SInce Internet Customer is already in QuickBooks, QODBC is not letting me change the other 9000 to  "Internet Customer".

Again, I was hoping QODBC would allow a way to change customer names to be the same called Internet Customer.  Is that at all possible?

 

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  Tom 
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 Posted : 2008-01-04 09:24:45
You can't change 9,000 customer accounts in QuickBooks to be the one account. You can only make them a job under the one account. 

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  Bottom Line Enterprises 
  
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 Posted : 2008-01-04 12:56:56

Oh my!  I never even thought of that!  That would work just fine!   Can you tell me how to do that?  I don't know any coding or scripting (other than HTML).

Thanks so much for your help! 

 

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  Tom 
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 Posted : 2008-01-04 13:16:42

Actually it's very simple. You need to execute this SQL statement for each account you want to merge under a parent account:

Update Customer SET ParentRefFullName='Parent Account Name' where Name='Existing Account Name'

See: Adding Customer - Job and How do I use the VB Demo for testing? for more information.

 

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  Bottom Line Enterprises 
  
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 Posted : 2008-01-04 13:46:51
Thank you, thank you!   It looks intimidating to me, but I'll take it slow and see how I do.  I so appreciate your help!  

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  Bottom Line Enterprises 
  
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 Posted : 2008-01-16 05:38:41

I have followed your instructions and it works great!  with one exception, but I've found a way around that.  I am changing names to be jobs under Internet Sales and it is putting them under Internet Escrow.   I have changed Internet Sales and removed the space and that fixed the issue.

I have question I hope you can help with.  Since I have 900 names to change, rather than executing each name separately, can I enter the SQL command in another program, add each name to the command and enter a group of commands to execute at one time? 

Can I use Excel, or does it have to be in a specific format to copy and paste the commands in the Execute SQL field?

Thanks so much for your help! 

 

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  Bottom Line Enterprises 
  
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 Posted : 2008-01-16 06:41:05
I actually found a website with SQL language and found out I can use the "OR" to add all the names to the command I want to change.  I think I've got it!  Thanks again for your help. 

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