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



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.