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.
- Create a excel sheet with name of your customer/Vendor & other details like (Email, Tax ID, Phone, Account Number)
- Click on Modify menu and upload the file
- Map the name and other fields in Field mapping screen
- Review and Upload
If you want to change the NAME,Please follow below steps
- Click on Export Menu
- Search for particular date and download the file.
- Make changes to the name
- Click on MODIFY Menu
- Upload the File
- Review & 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.