There may be situations where you need to update existing Sales Transactions (Invoice, SalesReceipt, Estimate, CreditMemo, Payment) in QuickBooks Online.
You can modify the existing sales 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 Invoice No, Sales Receipt No, or Estimate 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 number, 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 a reference number in your transactions E.g. Payments. Please follow the below steps in SaasAnt Transactions (Online) 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, etc.?
You don't need to. You need to have two columns. One with Reference No, other with Invoice Date or Shipping Details.