You can create an update template in Excel to amend customer account details in bulk. Follow the steps below.
Within Excel, click the ACCESS tab.
In the Excel Templates section, click Templates.
Click Setup Update Template.
Select New Template and click Next.
Open the Sales Ledger drop-down and select Customer Accounts.
Click Next.
Drag Customer Code into the Column Fields box.
Select Customer Code and click Set Range.
Choose the column range for Customer Code.
Click the box to the right of the pop-up.
Add your chosen fields from the left hand side to Column Fields.
Click Next then click Next again.
Select the Enable changes to be written back to Access accounts checkbox.
Click Insert. Any of the information highlighted blue is editable.
For a list of useful sections you might want to change in bulk using AOI please see below.
Email Address.
On stop customers.
Active/Inactive customers (Hide from list).
Customer name.
Invoice/Credit note/Statement/Order confirmation document destinations.
Town.
County.
Postcode and Mobile.
