Bulk edit

Hello there, @TimiAdler.

Currently, batch editing your existing products and services in QuickBooks Online (QBO) is unavailable. However, you can update their costs and prices by uploading a CSV file into the program. Make sure to tick the Overwrite all values for each product or service that you import with the identical name checkbox so you won't be prompted with an error message. 

Here's a detailed step-by-step guide:

1.  Go to the Gear icon and select Products and Service.
2. Click the New dropdown, then Import.
3. Select Browse to upload the CSV file, then click Next.
4. Review the mapping of the column headers, and click Next.
5. On the import stage, check the Overwrite all values for each product or service that you import with the identical name box.
6. Click Import.

I'll share this reference for your guide: Import products and services into QuickBooks Online.

I understand the need for the bulk editing feature in QBO to streamline the process of updating your products and services. Please know that we listen to customer feedback to help enhance your QBO experience. That said, let me help you relay your valuable insight to our software engineers by clicking the Gear icon and selecting Feedback. This way, they can review your suggestion and may consider incorporating it in our future product updates.

Additionally, you can set price rules in QBO to control the prices of your items. By doing so, you can offer discounts or charge different rates based on which employee did the work.

Keep in touch if you have additional concerns about importing your products and services. The Community team is here to offer you a helping hand. Stay safe.

Thank you for participating in this thread, @CJ Consulting1. Managing a business requires significant responsibilities, and keeping organized records can greatly simplify the task. Don't worry, everything will work out fine. We're in this together and will overcome this challenge as we have with others. 

The "Also update this account in historical transactions" option for overwriting details of existing items with the same name and category specifically applies to service and non-inventory items. This checkbox does not appear for inventory items because historical transactions for inventory automatically update when the account is changed.

I'd be happy to provide you with an image to visually demonstrate this feature.

I will also attach an article that will guide you whenever you need to add a sales tax category to products and services in QuickBooks Online.

Before making any changes, it is recommended to seek advice from an accounting professional or a QuickBooks expert to ensure that the method you choose adheres to your specific needs and complies with accounting standards.

In case you require additional assistance with your products and services, this article offers more insights and instructions, along with detailed steps to ensure you are well-guided: Manually add transactions to account registers in QuickBooks Online.

We'd love to hear about your progress. Please feel free to click the Reply button below and keep in touch with the Community for any further assistance you may need with updates on your products and services. We are here to support you.