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How to Modify Existing Customer, Vendor & Products Names in QuickBooks Online?

There may be situations where you need to update the names for Customer, Vendor & Products in QuickBooks Online.

Steps to modify existing Customer, Vendor & Products Names in QuickBooks Online

Step 1: Use the SaasAnt Transactions (Online) Export feature to export required Customer, Vendor & Products into an Excel File.

Step 2: The file will have a QBID column. This QBID is issued by QuickBooks for each Customer, Vendor & Products.

Step 3: Click on the Modify menu and upload the file.

Step 4: Review and Upload.

Export Feature Video:

Modify Feature Video:

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