Thanks for your prompt response, yandy0420. I've got information to share when modifying your company's data files without utilizing the QuickBooks program.
As QuickBooks requires real-time recording of transactions and other accounting tasks, all changes needed to your file must be entered into the program. That said, it isn't applicable to make modifications to your data without using the QuickBooks Online application or web version.
Moreover, you'll need to sign in to your online account and consider exporting your QuickBooks data to an Excel file. From there, you can modify and apply specific changes to the information downloaded to your local drive. To help you with the process, you can refer to these steps:
- Go to the Gear icon and select Export data under the Tools column.
- Choose which specific data, report, and lists you want to export.
- Then, click Export to Excel.
Once done, you'll be prompted with confirmation that the data has been exported.
I'm also sharing this reference for more detailed inputs: Export reports, lists, and other data from QuickBooks Online.
Additionally, you can run specific reports to help you get detailed data on your business finances and other accounting information.
I'll always be around on this thread if there's anything else you need further assistance with when managing data files in your account. Keep safe and have a great day ahead!
