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How to Modify Existing Customer, Vendor & Products Names in QuickBooks Online?

There may be situations where you need to update the names for Customer, Vendor & Products in QuickBooks Online.


Steps to modify existing Customer, Vendor & Products Names in QuickBooks Online


Step 1: Use the SaasAnt Transactions (Online) Export feature to export required Customer, Vendor & Products into an Excel File.


Step 2: The file will have a QBID column. This QBID is issued by QuickBooks for each Customer, Vendor & Products.


Step 3: Click on the Modify menu and upload the file.


Step 4: Review and Upload.



Export Feature Video:





Modify Feature Video:





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