Export the class list from QuickBooks Online using SaasAnt Transactions, modify the class names or parent hierarchy in a spreadsheet, and then re-import it with mapped fields and validation. For fast, on-screen corrections, utilize the Live Edit feature.​

This process allows for bulk classification maintenance, avoids duplicate list structures, keeps historical transaction links intact, and minimizes manual list edits in segmented financial reporting environments.​​

Before you begin, remember that QuickBooks Online does not offer a native backup button on all plans. Always rely on SaasAnt’s Preview Mapping, Dry Run validation, and Undo/Rollback tools to ensure your changes are safe and reversible.

Method 1: Edit Classes Using Modify (Export → Spreadsheet → Re-Upload)

This method is ideal when you need to make structural updates across your organizational tracking—such as restructuring your Parent/Sub-Class hierarchy, renaming divisions after a company rebrand, or bulk-inactivating old project classes.​

Step 1: Open SaasAnt from QuickBooks Online

1. Sign in to your QuickBooks Online company file.

2. From the left menu bar, go to Apps.

3. Under Find apps, search for SaasAnt Transactions Online and authorize access if you haven't already.

4. Open the app from your My Apps tab to launch the SaasAnt dashboard.

Step 2: Export Existing Classes

1. In SaasAnt, navigate to Batch Actions → Download.

2. On the Download transactions screen, select:

   • Transaction/List: choose Classes

   • Date Type: e.g., Search by Created Date or Last Updated Date

   • Date Range: set the period for the records you want to modify

   • Optional filters: Active status, Name range, or use Show Records From (Start At).

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

4. At the bottom-right, click Download ▼ and choose .csv or .xlsx to export the file.

Step 3: Edit the Spreadsheet

1. Open the downloaded file using Excel or Google Sheets.

2. Locate the classes you need to alter.

3. Update only the necessary fields. Common list edits include:

   • Class Name​

   • Parent Class (to create or reassign sub-classes)​

   • Active / Inactive Status​

4. Keep the original Name or internal QBO ID column intact so SaasAnt knows exactly which class records to overwrite in QuickBooks.

5. Save your completed file as a CSV or XLSX.

Step 4: Upload the Modified File

1. Return to SaasAnt.

2. Go to Batch Actions → Modify.​

3. Select Classes under the Lists category if prompted, then click Continue.

4. On the Upload files screen, drag and drop your edited file or click Browse your files.​

Step 5: Map QBO Fields Correctly

On the Map Fields screen, align your spreadsheet columns with the corresponding QuickBooks fields.​

1. Ensure critical fields are mapped properly:

   • Name (Required to identify the existing class)​

   • Parent Class​

2. Click Preview Mapping to verify that your spreadsheet data aligns correctly with QBO fields.​

3. Once confirmed, click Review.​

Step 6: Review and Fine-Tune in the Grid

You will now see an editable grid displaying all the class rows from your file.​

1. Scan the data to ensure accuracy. You can double-click any cell to make last-minute typo corrections directly in the grid.

2. Optional: Use Preview (Dry Run) Mode to let SaasAnt validate the data without actively changing anything in your QuickBooks file yet.

3. Once satisfied, click Update QuickBooks.​

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

After processing, SaasAnt displays a summary of the import.

1. Click Show Results to view the Modify results screen.

2. On the Success tab, click the QuickBooks ID to view the live, updated class in QBO. Use the Download ▼ button to save a permanent audit log of the changes.

3. Check the Error tab for any failed rows. You can often click an inline Fix button to correct an invalid parent name and re-submit it immediately.

4. If you realize you made a mistake, click the Undo button to roll back the successful changes, restoring the original class list in QuickBooks.

Method 2: Edit Classes Using Live Edit (On-Screen Bulk Edits)

The Live Edit feature allows you to change data directly inside SaasAnt’s grid interface without creating, exporting, or importing a spreadsheet. It’s perfect for fast fixes, like fixing typos in class names or inactivating completed project classes.​

Step 1: Open Live Edit

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

2. Choose the Preferred way to edit.

Step 2: Filter the Classes You Want to Edit

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

   • Transaction/List: choose Classes

   • You can choose Edit by Searching to pull a large list, or Edit by Reference to type in specific class names.

2. Click Search to pull the matching profiles into the live grid.

Step 3: Edit Class Fields in the Grid

1. Locate the specific classes you want to adjust.

2. Click directly into the grid cells to type in your revised values (such as changing a Name, adjusting a Parent Class, or toggling 'Active' status).​

3. You can edit multiple rows at once across the screen.

Step 4: Submit Changes Back to QBO

1. Review the updated grid to ensure everything is correct.

2. Click Submit to sync the updates directly with QuickBooks Online.