There may be situations where you need to update your existing expense transactions (Bill, Expense, Check, Vendor Credit, Bill Payment) in QuickBooks Online.
You can modify the existing expense transactions in QuickBooks Online in two ways using the SaasAnt Transactions (Online) application.
Method 1: Using your own File
Method 2: Export and Modify
1) Using your Own File
The files should have Reference No like Bill No, Check No, or Expense No. SaasAnt Transactions (Online) finds the relevant transactions by this reference no. If you believe that, there would be some duplicates for the same reference no, then proceed to the alternate method of update.
Step 1: Click on the MODIFY menu and upload the file.
Step 2: Map the Ref No and other fields in the Field mapping screen.
Step 3: Review and Upload.
2) Export and Modify
It is possible that you may not have to reference any in your transactions in QuickBooks Online. E.g. Bill Payments. Please follow the below steps if you don't have a reference number. It is the best approach to avoid any manual errors.
Step 1: Click on Export Menu.
Step 2: Search for a particular date and download the file.
Step 3: Make changes to your transactions (Date changes, amount changes,etc..)
Step 4: Click on MODIFY Menu.
Step 5: Upload the File.
Step 6: Review & Upload.
- Will it add more Line Item Details in QuickBooks or replace it?
It will replace it. So please provide all ACCOUNT and PRODUCT LINE ITEM DETAILS.
- I just want to update the incorrect date, shipping address in QuickBooks. Do I need to provide and map all the details like Line Items and etc.?
You need to. It will be replaced. So please provide all details about the Transactions.