Greetings, SB55.

Thanks for posting in the Community. I'm here to provide some clarification regarding this matter.

Based on what you've mentioned, I can confirm that the instructions listed on the email you received are for QuickBooks Online. That being said, do you mind filling me with the details in that email? Any additional information you can provide will help to ensure a timely solution appropriate for the Desktop version.

Until then, I'm including an article about the update processes that may help you resolve this: Add and edit multiple customers, vendors, and items

Please let me know how I can help you succeed. Thanks for reaching out, I look forward to hearing from you again.