QuickBooks Online processes estimates one at a time, which can slow down quoting cycles and bulk pricing adjustments. SaasAnt Transactions Online lets you export estimates, edit them in a spreadsheet, or change them directly on-screen, and securely push the updates back into QuickBooks.

This guide walks through two methods:

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

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

Method 1: Edit Estimates Using Modify

This method is ideal when you need to update many fields across multiple estimates, such as applying a mass percentage discount, updating product pricing, or adjusting historical line items in bulk.

Step 1: Open SaasAnt Transactions 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 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 Estimates

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

2. On the Download transactions screen, select:

   • Transaction/List: choose Estimates

   • Date Type: e.g., Search by Transaction Date

   • Date Range: set the period of the estimates you want to modify​

   • Optional filters: Customer, Status (Pending/Accepted/Closed), Amount range, etc.

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

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

Step 3: Edit the Estimates in Excel or Google Sheets

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

2. Locate the estimates you need to alter using the customer name, date, or estimate number.​

3. Update only the necessary fields, such as:

   • Estimate Date or Expiration Date

   • Line Items (Product/Service, Description, Quantity, Rate, Amount)​

   • Customer messaging or memos

   • Tax codes or discount percentages

4. Keep the original Estimate No column intact so SaasAnt knows which transactions to overwrite.

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

Step 4: Upload the Modified File

1. Return to SaasAnt Transactions.

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 Estimates under the Customer Transactions 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:

   • Estimate Number

   • Customer

   • Estimate Date & Expiration Date

   • Product/Service, Quantity, and Rate

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 estimate 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. 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, you can click the QuickBooks ID to view the live, updated estimate 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 product or customer 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 estimate data in QuickBooks.​

Method 2: Edit Estimates Using Live Edit

The Live Edit feature allows you to change transaction data directly inside SaasAnt’s grid interface without creating, exporting, or importing a spreadsheet. It’s perfect for fast fixes, such as extending expiration dates or updating a memo on a handful of estimates.​

Step 1: Open Live Edit

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

2. Review the brief instructions and click Ready to edit.​ Once you click Ready to edit, you can choose Edit by searching to apply date filters, or Edit by reference if you already know the specific reference numbers you need.

Step 2: Filter the Estimates You Want to Edit

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

   • Transaction/List: choose Estimates​

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

   • Date Range: the period for the estimates you want to adjust​

   • Date Format: ensure this matches your QBO settings (e.g., MM/DD/YYYY)

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

Step 3: Edit Estimate Fields in the Grid

1. Locate the specific estimates you want to adjust.​

2. Click directly into the grid cells to type in your revised values (such as changing a Date, Memo, or Line Item Rate).

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.