A client has made 100's of errors when capturing.
Is there a way we could export all the Transactions (Invoices and credit notes) - to correct and then import back into QBO?
Is there way to restore the data or the type of transactions (invoices and credit notes) from a previous period
I know it saves time just making corrections of all transactions by exporting and importing them in QuickBooks Online. You'll have the option to export your invoice and credit notes to Excel. However, importing them back is only applicable for invoices. You may consider looking for a third-party application to import your customer's credit note by going to the Apps menu.
Also, changing or restoring data from the previous period isn't possible. You have to change or delete each incorrect transaction one at a time. Additionally, you can remove the transaction first if you want to import the corrected ones to avoid duplication.
You may consider checking this article for more insights: Void or delete transactions in QuickBooks Online.
I've also included this resource for future reference in exporting data in QuickBooks Online: Export data, reports, lists, and more from QuickBooks Online.
If you have other questions about the import and export process, do let me know. I'll be here to help you.
Hi there, Stephanie1708.
When importing data from Excel, it will overwrite existing entries in QuickBooks Online. All you need to do is connect the SaasAnt app to QBO.
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.
Additionally, you can also visit the SaasAnt Support Portal.
In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.
Feel free to visit us again if you have any other questions with QuickBooks. We're always here to help.