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Join nowGreetings, @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:
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.
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!
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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