How to Edit Sales Receipts in QuickBooks Online: Step-by-Step Guide

Editing sales receipts in QuickBooks is crucial for maintaining precise financial records and ensuring compliance. Whether you need to correct mistakes, update information, or adjust formatting, you can easily perform bulk updates. This blog will walk you through the bulk editing method using SaasAnt Transactions, which simplifies editing sales receipts and allows you to focus on running your business. With a 4.9-star rating from around 3,600 users, SaasAnt Transactions helps you minimize errors and seamlessly manage your sales receipt in QuickBooks.

Edit Sales Receipt in QuickBooks Online- Quick Instructions

• Connect SaasAnt Transactions with QuickBooks

• Select entity as sales receipt and use advanced filter to search

• Download sales receipt 

• Bulk edit and upload

• Rollback (if needed)

How to Edit Sales Receipt in QuickBooks Online: Step-by-Step Guide

Here are the steps to bulk edit and upload sales receipts. 

Step 1: Connect with SaasAnt Transactions

Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. SaasAnt Transactions is a certified, secure app that keeps your data safe and well-managed.

Step 2: Entity Selection

Go to SaasAnt Transactions Dashboard -> Export. Select Sales Receipt in the Transaction List drop-down menu.

Step 3: Advanced Filter

Choose a date type, such as search by transaction date, created date, or last updated date. Select the date range and mapping template and click on search. 

Step 4: Select Download Format

A list of sales receipts for the chosen date type and range will be displayed. Click Download and select whether you want to download the file in .XLSX or .CSV format. You can also uncheck the checkbox of a particular Sales Receipt if you don’t want that specific transaction in the downloaded file. 

Step 5: Download

Check your downloads folder to view the downloaded file and make the necessary changes. 

For example, if you need to edit the date format, you can use find and replace to change it in one go. Sometimes, you might need to change the amount of a product or service in multiple sales receipts. In such cases, this bulk edit option comes in handy. 

Step 6: Modify

Go to SaasAnt Transactions Dashboard -> Modify -> Select Sales Receipt from Customer Transactions. 

Step 7: File Uploading

Upload the file to which you have made changes or enter the Google Sheet link. 

Step 8: Mapping

Mapping matches the fields in QuickBooks to those in the imported file. 

For example, when you select a QuickBooks entity as a Sales Receipt, QuickBooks attributes for the Receipt, such as the receipt number, will appear on the left. If your file lists the Receipt Number under S.No, you must map it correctly.

Preview Mapping shows you how the fields would be mapped in QuickBooks. 

Step 9: Review and Update

Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt Transactions facilitates data review and corrections, helping you identify and resolve errors. Click on Update QuickBooks. 

Step 10: Rollback (if needed)

Once the data is uploaded, click on Show Results. Upon successful import, the list of sales receipts uploaded will appear with their reference number. Click on the reference number to verify if that particular sales receipt has been uploaded into QuickBooks. 

You can also delete the uploaded sales receipt by clicking the delete button. 

Live Editing Sales Receipts

If you are looking for a way to skip downloading and just edit live, SaasAnt Transactions has got you covered. 

Step 1: Edit by Searching/Reference Number

Go to SaasAnt Transactions Dashboard -> Live Edit -> Select edit by searching if you want to search using date range or edit by reference if you know the reference numbers.  

Step 2: Entity Selection

Once you select the QuickBooks entity as a sales receipt and enter the date range or reference number, you will get the list of sales receipts created for the specified condition. Select the sales receipt you wish to edit, make the necessary changes, and submit. 

Step 3: Upload and Check

Once the data is uploaded, click on Show Results. Upon successful import, uploaded data will appear with their reference number. Click on the reference number to verify if that data has been uploaded into QuickBooks.

Step 4: Rollback (if needed)

If there is an import issue, you will get an error report, and SaasAnt Transactions will offer suggestions to resolve the issue. 

You can also roll back (undo) the imported data if needed. 

For a more detailed explanation, here’s a video you can watch

Best Practices to Follow When Bulk Editing Sales Receipts in QuickBooks

• Ensure data consistency for accurate bulk editing.

• Create backups of your original data before making changes.

• Utilize filters and templates to simplify the process.

• Thoroughly test bulk edits on a small dataset beforehand.

• Review modified data carefully to ensure accuracy.

Conclusion

In conclusion, editing sales receipts in QuickBooks is crucial for ensuring your financial records' accuracy and compliance. You can choose the approach that best suits your needs by understanding the two main methods—individual editing and bulk updates—. While manually editing each receipt can be time-consuming, using tools like SaasAnt Transactions allows for efficient bulk modifications, saving time and reducing the likelihood of errors. The best part is that you can get started with a 30-day free trial immediately since no credit card details are required. 

FAQ

How to Edit a Sales Receipt in QuickBooks?

Go to QuickBooks dashboard -> sales -> all sales -> select sales receipts, and you will see the list. Click on the edit option next to the sales receipt you wish to edit. 

How do I undo a sales receipt in QuickBooks?

You can use the void option to show that the transaction existed but was canceled, providing a clear history of actions taken. Voiding allows you to correct the mistake without losing the original entry, which can help track and review errors.

How do I edit a recurring sales receipt in QuickBooks online?

Click on the gear icon at the top right corner and select recurring transactions. From the filter dropdown menu, select sales receipts. Then click the edit option next to the recurring sales receipt you wish to edit. 

How to Export Sales Receipts from QuickBooks?

You can export sales receipts from QuickBooks using SaasAnt Transactions. Integrate SaasAnt Transactions with QuickBooks -> select the entity as sales receipts to export -> search for sales receipts based on the created date or transaction date -> enter a date range and choose a sales receipt. Select whether you want to download it in .XLSX or .CSV format.

How to Delete a Sales Receipt in QuickBooks?

To delete sales receipts in QuickBooks, go to QuickBooks dashboard -> Sales -> All sales -> select sales receipt from the drop-down menu. The list of sales receipts will appear. Click on the more option to find the delete option. 

How to Import a Sales Receipt in QuickBooks?

Integrate SaasAnt Transactions with QuickBooks. Go to SaasAnt Transactions dashboard -> New Import -> Sales Receipts -> Browse and select the file -> Map the fields in the file to QuickBooks fields -> Upload the file to import sales receipts into QuickBooks.