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accounts617
Level 1

Is it possible to edit the Income entries by uploading an excel report?

Is it possible to edit the Sales Tax Invoice for one month by uploading an Excel Report? The Product / Service Column i will replace with the specific and correct Account Name and all entered in this column will be transferred to Description. Can i do this in Excel Report and upload in Quickbooks?
1 Comment 1
Heide DC
QuickBooks Team

Is it possible to edit the Income entries by uploading an excel report?

Hi there, accounts617.

 

QuickBooks Online offers users the option to import specific types of data, including invoices, sales receipts, and expenses, to manage new transactions. However, uploading Income entries directly to QuickBooks Online via Excel isn't possible.

 

We can manually edit the existing income transactions, which allows you to quickly find and update your income transactions individually or in bulk.

 

Aside from that, you can also use a third-party app to bulk edit or update existing transactions in QuickBooks Online.

 

Let me know if this covers everything or if more adjustments are needed.