Export transfer data from QuickBooks Online, edit it in a spreadsheet, and re-import it using SaasAnt Transactions for efficient bulk editing. Use Live Edit for fast, on-screen fixes. Check your mappings before updating and utilize the Undo feature to safely roll back errors.

This process avoids duplicates, ensures data accuracy, and speeds up account corrections—especially when you need to fix dozens of internal funds transfers that were assigned to the wrong bank accounts.​

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

This method is ideal when you need to make structural updates across dozens of transfers—such as correcting a batch of transfers recorded from the wrong source account (e.g., from Checking instead of Savings) or bulk-updating memo descriptions.

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 Transfers

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

2. On the Download transactions screen, select:

   • Transaction/List: choose Transfers

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

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

   • Optional filters: Bank Account, Amount range, etc.

3. Click Search to fetch the matching transfers 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 transfers you need to alter using the date or amount.

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

   • Transfer Funds From (the source bank account)​

   • Transfer Funds To (the destination bank account)​

   • Transfer Amount​

   • Transfer Date​

   • Memo / Description​

4. Keep the original Transfer ID or reference column intact so SaasAnt knows exactly which transactions 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 Transfers under the Other 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:

   • Transfer Reference ID

   • Transfer Funds From​

   • Transfer Funds To​

   • Transfer Amount & Date​

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 transfer 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 transfer 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 transfer data in QuickBooks.

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

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 correcting a transfer date or adding a memo to a handful of records.

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 Transfers You Want to Edit

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

   • Transaction/List: choose Transfers

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

   • Date Range: the period for the transfers you want to adjust

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

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

Step 3: Edit Transfer Fields in the Grid

1. Locate the specific transfers you want to adjust.

2. Click directly into the grid cells to type in your revised values (such as changing a From Account, To Account, or Date).

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.