It Worked!

"I just wanted to provide you with the link to the blog post I did today for our company's blog: http://www.divitaspeaks.com/ in which I talked about the Quickbooks 14500 club. I have happily decreased my customer master file by half - thanks to you and your wonderful program. Thanks again for your help."
Benecia Beyer - Accountant
DiVita & Associates, Inc. www.divitainc.com

No Data is Lost

Thanks Mark. We have a lot of repeat customers whose information we probably lost but we were able to cut our customer list down by thousands. I'm glad I found your program!
Regards Jack & Debbie LaBrake - LaBrake's Garden Path & Pond LLC - www.gardenponds.com
ANSWER: No Information was lost in this process - Check the "Retail" account and you'll see that everything's there. Besides, you've got your backup.



quickbooks 14500I've written a script which merges old or inactive customers, vendors, or items into one  record. All of the details of the sale are retained, but the customer information from the customer information screen (credit card, phone number, email) is lost. There is NO impact whatsoever on financial data. The customer address is retained because it was on the sales receipt or invoice. The down side: if you need to look up a receipt for an old customer, you'll have to have his invoice number... or keep a backup file in a separate company.

It's not bulletproof. A few people have reported problems that I've been able to solve. The script will NOT work if most of your customers have jobs or estimates. It will work if you have a few customers that each have hundreds of jobs or estimates. 

 

I also have a version that Merges Vendors and Inventory Items if you have thousands of those. 

Before using the script, you may need to make older customers inactive. You can do this by exporting lists into Excel and using the formula provided in the Sample Spreadsheet.  -- or I can do it for you at additional charge.

The customer script costs $75.00, items and vendor scripts are more expensive. No charge if it doesn't work for you. Order and pay by credit card through paypal. Within minutes you'll be emailed a download key and you'll be able to download the program.  Reach me at  The Energy Grid at (888) 310-4523.

There are a few alternatives:

1. Get a new accounting Accounting System (Not recommended).

1. Upgrade Quickbooks to the Enterprise version (costs around $3,000).

2. Start a new company file and start from scratch (no cost, but LOTS of time required)

3. Do a compant fie reset. Click the menu item on the left (costs between $300 and $1,300)

 

Worked PERFECTLY!

Your program worked PERFECTLY! Thank you so much for having the smarts and making the effort to build this program. We upgraded all our software and computers, only to have the POS integration fail because of our 10,000 customers + vendors and items exceeding the 14,500 limit. All Quickbooks said was too bad, upgrade to Enterprise, which was totally unnecessary for us...a small chocolate/candy store that uses Quickbooks Point of Sale and never should have been transferring customers to Quickbooks in the first place...totally not needed. Thanks again. Probably the best $75 this store has ever spent!

- Tim Downey www.4somethingsweet.com

Great Work!

You are a GENIUS!! Thank you for coming up with that script. I have successfully merged all my customers so I can now import new orders into QB. This has been a tremendous help.
Discount Catholic Store, Inc, Charlotte, NC 28273
[Thanks, but if I'm so smart how come I'm using Quickbooks?]

Saved $3000

  Hi Mark,
I just finished using your program to reduce the size of my Quickbooks customer list and would like to say that it works exactly as you advertise. I would recommend it to anyone that runs into the 14500 Quickbooks customer limit. I was not about to spend $3,000 to upgrade to Enterprise just because I am unable to remove old customers. I own a rapidly growing company (www.landairsea.com) and can find other more important places to spend $3,000. Thank you for a great solution to a problem that many Quickbooks users will eventually face.
Best regards, Rob WagnerPresident - LandAirSea Systems, Inc
http://www.landairsea.com