Editing Bulk transactions in accounting platforms may sometimes result in errors and eliminating them results in huge time consumption but with the help of the SaasAnt transaction Live edit feature, you can make changes and edit the bulk transactions easily. This helps in managing transactions and time efficiently.

 If accountants or bookkeepers want to make changes in the uploaded transactions or already created transactions in QuickBooks instead of exporting and downloading and then editing them in a separate external software application like Excel, you can easily make changes on the particular transactions using the LIVE EDIT feature.

 If you want to edit just four transactions using the live edit feature, just select the data range and the time of the uploaded transactions, search them, and filter them out using the filter option in the tabular column and edit them, instead of downloading it and editing in Excel.

To learn more about how to edit transcation in QuickBooks Online using SaasAnt Transactions. Check out this video to understand more about the process in-depth with simple steps.

Video tutorial for Bulk Edit Transactions in QuickBooks Online using SaasAnt Transactions Online:

Are you a bookkeeper stuck in a situation where the invoice transactions you created in QuickBooks are loaded with the wrong invoice number, customer name, etc? In order to edit and replace it, you have to edit every single transaction in QuickBooks but with the help of the live edit feature in SaasAnt Transactions you can directly edit them without needing to download, but by selecting and editing the single corrupted transaction, in the following scenarios mentioned below, live edit feature will be highly beneficial.

A) if there are two QuickBooks accounts and by mistake, an accountant uploads the transactions incorrectly into a different QuickBooks account, you can use the live edit feature to edit the transactions easily.

B) If you have made a double entry of the same entities like invoice numbers twice and you need to edit them immediately after uploading them into QuickBooks, using the live edit feature, you can make corrections rapidly

Supported Transactions:

In this article we are going to see How to Edit Invoices (Transactions) in bulk using SaasAnt Transactions Online:

This guide walks through two methods:

• Method 1: Modify – export, edit in Excel/Sheets, and re‑upload

• Method 2: Live Edit – filter and edit invoices directly in SaasAnt’s grid

Method 1: Edit Invoices Using Modify

This method is best when you need to update many fields across lots of invoices, such as changing prices, tax codes, terms, or descriptions in bulk.​​

Step 1: Open SaasAnt from QuickBooks Online

1. Sign in to your QuickBooks Online account.

2. From the left menu, go to Apps.

3. In Find apps, search for SaasAnt and install it if you haven’t already.​

4. Once installed, open SaasAnt from My Apps to launch the SaasAnt Transactions dashboard.

Step 2: Export Existing Invoices

1. In SaasAnt Transactions, go to Batch Actions → Download.

2. On the Download transactions screen, select:

   

   • Transaction/List: choose Invoices

   • Date Type: for example, Search by Transaction Date

   • Date Range: set the period whose invoices you want to modify

   • Optional filters: Customer, Status, Amount range, Invoice No, etc.​

3. Click Search to fetch the matching invoices into the grid.

4. At the bottom‑right, click Download ▼ and choose .csv or .xlsx to export the invoice data.​

You now have a file that mirrors your QuickBooks invoice data and includes the reference number (Invoice No), which SaasAnt will use to locate and update the right transactions.​

Step 3: Edit the Invoices in Excel or Google Sheets

1. Open the exported file in Excel or Google Sheets.

2. Locate the invoices to change using Invoice No, Customer, Date, Amount, or any other column.

3. Update only the fields you intend to change, such as:

   • Invoice Date or Due Date

   • Terms, Location, Class

   • Product/Service, Description, Quantity, Rate, Tax code

   • Line‑level or header‑level amounts​

4. Keep the Invoice No column intact so SaasAnt can match each row back to the correct transaction.​

5. When you’re done, save the file as CSV or XLSX.

Step 4: Upload the Modified File via Modify

1. Return to SaasAnt Transactions.

2. Go to Batch Actions → Modify. Choose the transaction type as invoice.

   

3. On the Upload files screen, click Browse your files (or drag and drop) and select your edited invoice file.​

SaasAnt now reads your file and moves you to the field mapping screen.​

Step 5: Map Invoice Fields Correctly

On the Map Fields screen, you’ll see QuickBooks Fields on the left and your file headers on the right.

1. Choose the correct header for important invoice fields, such as:

   • Invoice No

   • Customer

   • Invoice Date, Due Date, Terms

   • Location, Class (if used)

   • Product/Service, Description, Quantity, Rate, Tax code

   • Line Amount, Line Tax, etc.

2. Use Preview Mapping to verify that values from your file line up with the expected QuickBooks fields before proceeding.​

3. If you frequently edit invoices, save this mapping as a template so you can reuse it later.​

4. When mapping is complete, click Review.

Step 6: Review and Fine‑Tune in the Grid

You now see an editable grid containing all invoice rows from your file.​

1. Scan the columns to confirm that the values appear as expected for each invoice.

2. Make any last‑minute corrections directly in the grid by clicking or double‑clicking individual cells.

3. When satisfied, click Update QuickBooks.

SaasAnt processes the file, validates each row, and applies updates to the matched invoices in QuickBooks Online.​​

Step 7: Check Results, Download Logs, and Undo if Needed

After processing, you’ll see a summary screen showing successes and errors with a Show Results button.​

1. Click Show Results to open the Modify results page.

2. Use the Success tab to:

   • Confirm how many invoices were updated

   • Click the QuickBooks ID link to open a specific invoice in QuickBooks

   • Use Download ▼ to export a copy of the successful rows as your audit log.​

3. Use the Error tab to review failed rows. For many errors, SaasAnt provides a Fix button or inline suggestions (for example, to choose a valid account, customer, or product name), then lets you re‑submit those lines.​

4. If you imported wrong values, click the Undo button to roll back the successful changes and restore the original invoice details in QuickBooks Online.​

This complete Modify workflow is ideal for structured bulk corrections, such as price updates, tax changes, or historical cleanup across hundreds of invoices.

Method 2: Edit Invoices Using Live Edit (On‑Screen Bulk Edits)

The Live Edit feature lets you edit QuickBooks transactions directly inside SaasAnt’s grid without exporting or uploading a file.​

It’s perfect for quick fixes and smaller‑scale updates (for example, correcting dates, memos, locations, or a few invoice amounts across a date range).​​

Step 1: Open Live Edit

1. In SaasAnt Transactions, go to Smart Entry → Live Edit.

2. On the Live Edit introduction screen, you’ll see how it works:

   • Search Transactions

   • Edit Fields

   • Submit Changes​

3. Click Ready to edit, then select Edit by searching to filter by date or other criteria. Select Edit by reference if you have specific reference numbers ready.

   

Step 2: Filter the Invoices You Want to Edit

1. At the top of the Live Edit screen, set:

   • Transaction/List: choose Invoices

   • Date Type: such as Search by Last Updated Date or Transaction Date

   • Date Range: the period whose invoices you want to adjust

   • Date Format: e.g., DD/MM/YYYY or MM/DD/YYYY to match your file and company settings​

2. Optionally, use extra filters (Customer, Amount range, Status, etc.) if available, to narrow down the list.

3. Click Search. SaasAnt loads matching invoices into an editable grid. If you used 'Edit by reference number', you can paste the invoice reference number you want to edit and search.

Step 3: Edit Invoice Fields in the Grid

1. Use the grid to locate the invoices you want to change.

2. Modify values directly in the cells, such as:

   • Invoice Date or Due Date

   • Terms, Location, Class

   • Memo or Description fields

   • Amounts or tax‑related fields where supported​

3. You can adjust multiple rows before saving, so it’s easy to make the same type of correction across many invoices at once.

Because Live Edit talks directly to QuickBooks, you don’t need to manage any CSV files for this method.​​

Step 4: Submit Changes Back to QuickBooks

1. After editing, review the grid to ensure values look correct.

2. Click Submit to push all edited invoices back into QuickBooks Online.

3. SaasAnt processes the changes and shows you a confirmation. You can download a summary of modified rows for your records when available.​

Use Live Edit when you want speed and convenience for small–medium batches, and use Modify when you need full spreadsheet control, advanced formulas, or offline review before updating invoices.

1: Less time consumption-Manual editing is a long process where you need to download and edit every single transaction from accounting platforms, using the bulk edit feature will save an ample amount of time by just selecting the required transactions and editing them easily. 

2: Fewer errors- When you download and edit bulk transactions from accounting platforms there is a possibility of missing values and field names while making corrections in the middle of hundreds of transactions, but with the live edit feature you can do it hassle-free by filtering out the necessary transaction.  

 3: User-friendly interface and easy edit feature- Key features like date, time range selection, entity selection, and filter options enhance the user editing experience and help you edit easily. 

 4: downloadable option for verification- Once you have selected the transactions and completed editing you can use the download option at the bottom and download the file for future reference.

For more queries related to the Live edit feature, kindly reach us at support@saasant.com