Update Hundreds of Records in Seconds with QuickEasy BOS Batch Updates
Updating business records can quickly become a frustrating job. You open one record, make the change, save it, move to the next one, and repeat the same steps again and again. When you have multiple records to update, this takes time, slows your team down, and increases the chance of mistakes.
QuickEasy BOS helps you avoid that repetitive work with Batch Updates. Instead of changing records one by one, you select the records to update, choose the change, and apply it in one action. You save time, keep your data consistent, and get back to the work that matters.
What Are Batch Updates?
Batch Updates let you update multiple records simultaneously in QuickEasy BOS. You can filter or select the records you want, choose the field you want to change, and apply the update across the full group. It is a simple way to manage common changes without manual rework.
Use Batch Updates when you need to change categories, VAT settings, prices, transactions, or line-item discounts. If many records need the same type of update, QuickEasy BOS gives you a faster way to do it.
Where Batch Updates Save You Time
- Customer records: Change customer categories or replace a sales rep across selected accounts.
- VAT and pricing: Update VAT types, switch prices from VAT exclusive to VAT inclusive, or adjust prices by markup, unit price, fixed price, or pricing method.
- Transactions: Mark selected customer invoices as checked, update due dates after a business interruption, or change the account used for supplier invoices.
- Quotes and line items: Apply different discounts to selected line items in a quotation without rebuilding the document from scratch.
Why Your Team Will Love It
Batch Updates reduce admin work and help you keep your records clean. Your team spends less time clicking through screens and more time serving customers, checking information, and making better decisions. Because you apply the same change to a selected group, you also reduce the risk of inconsistent data caused by repeated manual entry.
You must confirm the process, so you have a chance to double-check your work. But if you do make a mistake like typing 55 instead of 5, you can use batch update to change the records back.
See QuickEasy BOS Batch Updates in Action
Ready to make everyday record updates faster and easier? Book a free demo of QuickEasy BOS and see how Batch Updates can help your business save time, reduce repetitive work, and keep your data up to date.
