How to edit multiple records at once

Created on 08 May 2020 | Last modified on 14 October 2026

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Summary

Use Batch Changes in Sage 50 Accounts to change multiple records at the same time.

Description

Use Batch Changes to update payment terms on multiple customers, assign products to stock categories, and more.

The Batch changes option isn't available in Sage 50 Accounts Essentials. To upgrade your package to include Batch Changes, submit your details.

Resolution

Take a backup of your data.
Open the relevant module, for example Customers, and select the records you want to amend.

TIP:

To select all records listed, select Clear then Swap.
Right-click one of the selected records then choose Batch changes.
On the blank record, amend the required boxes.

The tab appears only when you can change details in that tab, otherwise it's hidden.
Press Save then press Yes.

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