Mass correction of Transactions - in QBO

Hello, Stephanie1708.

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.

Here's how:

1. Go to the Sales menu, then All Sales.
2. Click the Filter dropdown, then under Type select either Invoices or Credit notes.
3. Fill in the necessary information, then Apply.
4. After that, hit the Export To Excel icon.

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.

@Stephanie1708 

Another option, utilize this migration tool.

https://transactionpro.grsm.io/qbo

hi

thanks for this suggestion

i use the api ap saasant.

if i exported to excel and then imported- would it over write the existing entries?

thanks

stephanie

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.

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. 

 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.