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Level 1

In Quickbooks Online - Is it possible to update the "Name" field using SaasAnt? I am having trouble with that effort.

 
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QuickBooks Team

In Quickbooks Online - Is it possible to update the "Name" field using SaasAnt? I am having trouble with that effort.

Greetings, @finance17.
 
Thank you for taking the time posting your concern here in the Community.​ Are you trying to import transactions into QuickBooks Online? If so, QBO has an option to update the name using the SaasAnt app. All you need to do is connect the SaasAnt app to QBO.
 
Here’s how:

 

  1. Go to Apps.intuit.com.
  2. Enter SaasAnt or Excel Transactions Importer and Deleter in the search box, then Enter.
  3. Click Get app now, then enter your credentials in QBO.
  4. In the Intuit screen, select Authorize.
  5. You will now be redirected to the SaasAnt Excel Transactions website with success Messages.

 
This is how it works when importing a transaction using the SaasAnt app. First, upload your file (Xlsx, Xls, CSV). Second, map your file headers to QuickBooks Fields. Third, review your mapping using preview mode. And lastly, adjust your import settings and Import. Let me give you the step on how to change the name field.
 

  1. Select the Upload File in the left pane, then select the sheet that you want to import.
  2. Select the QBO entity to which you want to transfer.
  3. In Map QBO fields, map the headers, then click Continue.
  4. In the Review & Upload page, you can update the customer’s name under the Customer box.
  5. Hit Upload.

 

This article provides additional information on what transaction is supported: List.

 

 Additionally, you can also visit the SaasAnt Support Portal

 

Please let me know in the comment section below if you have any other questions. I'm always ready to help.  Take good care!

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Level 6

In Quickbooks Online - Is it possible to update the "Name" field using SaasAnt? I am having trouble with that effort.

@finance17 ,

I am not sure you are allowed to edit anything after the data is imported. As a workaround, import the data again and change anything before you proceed the import. Then utilize a deleter tool for your old data.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

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