Tools to Import/Edit Data in QuickBooks Online

June 1, 2024 Admin Uncategorized
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LAST UPDATE 06/01/24

There are 3 main tools I use to batch edit data in QuickBooks Online:

  • Spreadsheet Sync: it’s included with QuickBooks Online Advanced ONLY!
  • SaasAnt: it’s a 3rd party app starting at $15/m per company
  • RightTool PRO: it’s a chrome extension with some free features, but the Batch Editing and Batch Delete tools will require the paid/pro version.

If you are going to use Spreadsheet Sync, you can use this template I put together to see which fields and transaction types SS allows you to make changes to:
https://docs.google.com/spreadsheets/d/1VfrOBdVKW1LGr0a_ARjG0QiWvooSgzCL5EPC_xON0ZM/edit?usp=sharing

If you are going to use SaasAnt, you can use this template (created by them) to know which fields by transaction type can be imported or modified via SaasAnt:
https://docs.google.com/spreadsheets/d/1Gm3R2ZZbVVQ35AsyiSEkizIpx_dtJyHY/edit?usp=sharing&ouid=103173860680213507168&rtpof=true&sd=true

RightTool PRO wouldn’t use a template, because it doesn’t “import” in the same sense as other apps like Spreadsheet Sync, SaasAnt, Transaction Pro Importer, etc. would use. RightTool Pro sort of runs a macro in front of you and enters the data right in front of you, here are some videos that explain the different features:

Keep in mind that these can only be done with transactions that originate from a Balance Sheet Transaction itself, which limits the fields to: Date, Payee, Account, Memo, Class, Location, and Reconcile Status.