Modify customer information in QuickBooks Online with SaasAnt by exporting your customer list data, making updates in a spreadsheet, mapping the fields, and securely re-importing the data. Use Live Edit for minor, on-screen adjustments.​

Whether you need to clean up duplicates, update missing email addresses, or assign new default terms to hundreds of clients, validation and undo features minimize manual tasks. This ensures customer information remains precise across invoices, estimates, and reports without tedious one-by-one editing.​

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 Customers Using Modify (Export → Spreadsheet → Re-Upload)

This method is ideal when you need to make structural updates across dozens of customer profiles—such as standardizing billing addresses, bulk-updating customer tax settings, or deactivating an old list of clients.​

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 Customers

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

2. On the Download transactions screen, select:

   • Transaction/List: choose Customers​

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

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

   • Optional filters: Active status, Name range, etc.

3. Click Search to fetch the matching customer list 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 customers you need to alter.

3. Update only the necessary fields. Common customer profile edits include:

   • First Name, Last Name, and Company Name​

   • Display Name (How they appear in your QBO list)​

   • Email Address and Phone Number​

   • Billing and Shipping Addresses​

   • Payment Terms, Tax IDs, and Currency Codes

4. Keep the original Display Name or internal QBO ID column intact so SaasAnt knows exactly which customer profiles 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. On the Upload files screen, drag and drop your edited file or click Browse your files.

4. Select Customers under the Lists category if prompted, then click Continue.​

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:

   • Display Name (Required to identify the existing customer)​

   • Email & Phone Number​

   • Addresses (Street, City, State, ZIP)

   • Terms or Tax Info

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 customer 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 customer profile 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 format 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 customer details in QuickBooks.

Method 2: Edit Customers 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 adding emails or inactivating duplicates side-by-side.​

Step 1: Open Live Edit

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

2. Review the brief instructions and click Ready to edit.​

Step 2: Filter the Customers You Want to Edit

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

   • Transaction/List: choose Customers

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

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

Step 3: Edit Customer Fields in the Grid

1. Locate the specific customers you want to adjust.

2. Click directly into the grid cells to type in your revised values (such as changing an Email, adding a Last Name, or flipping the 'Active' status to False).​

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.