Editing bills individually in QuickBooks Desktop can be time-consuming, especially when you need to change dates, vendors, accounts, amounts, or other details. SaasAnt Transactions Desktop allows you to export current bills, modify the necessary fields in Excel, and update them all at once. This blog outlines the entire process.

Video Tutorial for How to Edit Data in QuickBooks Desktop using SaasAnt Transactions Desktop:

What do you need before you start?

• QuickBooks Desktop company file is open

• SaasAnt Transactions Desktop is connected to QuickBooks Desktop

• You have access to the Checks records you want to edit

• It is recommended to keep a backup before making bulk changes

How do you export the Checks records you want to edit?

1. Open SaasAnt Transactions Desktop.

   

2. Go to Export.

   

3. Select Checks in the QuickBooks Type field.

4. Choose the date type and date range if required.

5. Use filters if needed to narrow the records.

6. Click Search.

7. Review the records and click Download to export them to Excel.

How do you update the exported file?

1. Open the exported Excel file.

2. Update the fields you want to change.

3. Do not remove key columns from the file.

4. Save the file after making the changes.

How do you import the updated file back into QuickBooks Desktop?

1. Open SaasAnt Transactions Desktop.

2. Go to Import.

   

3. Select Checks as the type.

4. Choose the edited Excel file.

5. Turn on the Update option.

6. Click Next and review the field mapping.

7. Continue to the review screen and verify the data.

8. Click Send to QuickBooks to update the existing records.

What should you keep in mind while editing? 

• Update only the fields you need to change

• Keep the file structure unchanged as much as possible

• Review the data before sending it to QuickBooks

• Test with a small set of records first if needed

FAQ

1) Can I bulk edit Bills in QuickBooks Desktop?

QuickBooks Desktop does not have a native bulk edit function for Bills. Using SaasAnt Transactions Desktop, you can export multiple Bills, make changes in Excel, and then update them collectively.

2) How does SaasAnt help update multiple Bills?

SaasAnt Transactions Desktop allows you to export current Bills, modify them in Excel, and then import the updated file using the Update feature.

3) Do I need to export Bills before editing them?

When you export the current Bills, you receive the transaction data needed to change and update the right records in QuickBooks Desktop.

4) What does the Update option do in SaasAnt?

The Update option allows you to change current QuickBooks Desktop transactions instead of adding them as new ones.

5) When should I enable the Update option?

Turn on the Update option when you import an edited file with existing Bills that you wish to change in QuickBooks Desktop.