Export products and services from QuickBooks Online using SaasAnt Transactions, modify them in a spreadsheet, and re-import them with mapped fields and validation. For quick pricing tweaks or fixing typos, utilize the Live Edit feature.​

This workflow allows for organized, bulk catalog management. It minimizes tedious manual changes across pricing structures, updates SKUs, and safely realigns your inventory to new Chart of Accounts income or expense categories—all while keeping your historical sales data intact.

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 Products/Services Using Modify (Export → Spreadsheet → Re-Upload)

This method is ideal when you need to make structural updates across your entire catalog—such as executing a 10% price increase across all items, adding missing SKUs, or re-mapping services to a newly created income account after a Chart of Accounts cleanup.​

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 Products/Services

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

2. On the Download transactions screen, select:

   • Transaction/List: choose Product/Service List​

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

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

   • Optional filters: Item Name, Status, Type (Service, Inventory, Non-inventory), and SKU.

3. Click Search to fetch the matching items 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 products/services you need to alter.

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

   • Item Name and SKU​

   • Type (e.g., changing a Non-inventory item to a Service)​

   • Sales Price/Rate and Description

   • Income Account or Expense Account mappings

   • Is Sub-Product/Service (Parent Item mapping)​

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

4. Select Product/Service under the Other Transactions (or 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:

   • Product Name (Required to identify the existing item)​

   • SKU, Category, and Product Type​

   • Sales Price, Income Account, and Descriptions​

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 product/service 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 item 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 account 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 item list data in QuickBooks.​

Method 2: Edit Products/Services 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, such as manually typing in a few updated sales prices just before sending out monthly invoices.​

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 Products/Services You Want to Edit

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

   • Transaction/List: choose Products/Services

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

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

Step 3: Edit Item Fields in the Grid

1. Locate the specific products/services you want to adjust.

2. Click directly into the grid cells to type in your revised values (such as changing an Income Account, updating a Sales Price, or adding an SKU).​

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.