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How to Modify Existing Customers/Vendors in QuickBooks Online?

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

Steps to modify existing Customers/Vendors in QuickBooks Online


Step 1: Create an excel sheet with the name of your customer/Vendor & other details like (Email, Tax ID, Phone, Account Number).

Step 2: Click on the Modify menu and upload the file.

Step 3: Map the name and other fields in the Field mapping screen.

Step 4: Review and Upload.

If you want to change the NAME, Please follow the below steps

Step 1: Click on Export Menu.

Step 2: Search for a particular date and download the file.

Step 3: Make changes to the name.

Step 4: Click on MODIFY Menu.

Step 5: Upload the File.

Step 6: Review & Upload.

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

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