There may be situations where you need to update existing customers or vendors in QuickBooks Online.

It is pretty easy to update multiple Customers / Vendors  in a single click using Excel Transactions.

If your file has the Display NAME of the Customer or Vendor, Excel Transactions will find the Customer / Vendor and update it. 


Basic Steps

 

  1.  Create a excel sheet with name of your customer/Vendor & other details like (Email, Tax ID, Phone, Account Number) 
  2.  Click on Modify menu and upload the file 
  3.  Map the name and other fields in Field mapping screen 
  4.  Review and Upload


This Modify operation does not alter any other details of Product/Service apart from the mapped information in the excel file 

This modify operation does not alter any other details of Customer / Vendor apart from the mapped information in the excel file.



Limitation


If you want to change the DISPLAY NAME,Please refer this link