How to Edit Chart of Accounts in QuickBooks Online

Editing the Chart of Accounts in QuickBooks Online is essential for accurate financial management. However, suppose you're wondering how to edit the Chart of Accounts in QuickBooks Online. In that case, you'll find that the direct editing feature requires you to make changes individually, which can be tiring and error-prone. Alternatively, SaasAnt Transactions allows you to edit multiple accounts simultaneously, making the process more efficient. With a rating of 4.9 stars from over 3,600 users, it has gained recognition for its effectiveness. This article will walk you through both methods—direct editing in QuickBooks and using SaasAnt Transactions—providing clear, step-by-step instructions for each approach.

How to Edit Chart of Accounts in QuickBooks Online One by One?

Step 1: Click on the gear icon located in the upper right corner of the screen. Select "Chart of Accounts" under the "Your Company" section.

Step 2: Click on the "View Register" dropdown and then select the "Edit" button. Make the necessary changes to the account details.

Step 3: Click on the "Save" button to apply your changes.

How to Bulk Edit Chart of Accounts in QuickBooks using SaasAnt Transactions?

Quick Instructions

• Connect SaasAnt Transactions with QuickBooks

• Select entity as Accounts and use advanced filter to search

• Download Accounts

• Bulk edit and upload using Modify

• Rollback (if needed)

How to Edit Chart of Accounts in QuickBooks Online: Step-by-Step Guide

Here are the steps to bulk edit and upload the Chart of Accounts. 

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 Accounts 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 Accounts 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 Estimate 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. 

Step 6: Modify

Go to SaasAnt Transactions Dashboard -> Modify -> Select Accounts 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 Estimates, QuickBooks attributes for the Estimates, such as the bill number, will appear on the left. If your file lists the Bill 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 Accounts uploaded will appear with their reference number. Click on the reference number to verify if that particular Estimate has been uploaded into QuickBooks. 

You can also delete the uploaded Accounts by clicking the delete button. 

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Live Editing Chart of Accounts

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 Accounts and enter the date range or reference number, you will get the list of Estimates created for the specified condition. Select the Accounts 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.

Conclusion

This article has given steps for direct editing and using SaasAnt Transactions for bulk editing as well.  By understanding the difference between the manual editing process, which requires changes to be made one at a time, and the bulk editing capabilities offered by SaasAnt Transactions, you can choose the method that best fits your needs. While the direct editing approach can be time-consuming, SaasAnt Transactions provides a more efficient way to manage multiple edits simultaneously. Plus, you can explore its features with a 30-day free trial—no credit card required—making it easier to find the right solution for your business.

FAQ

How do I delete and edit the chart of accounts in QuickBooks Online?

You cannot delete the chart of accounts directly in QuickBooks Online. You can integrate SaasAnt Transactions with QuickBooks to delete accounts. Go to SaasAnt Transactions dashboard -> delete ->  select the required transaction entity as accounts -> use date range filter or advanced filter to search -> delete. You can also bulk edit using the export and modify feature in SaasAnt Transactions. 

Can a chart of accounts be modified?

Yes you can modify the chart of accounts in QuickBooks using SaasAnt Transactions. Export the accounts using precise filters and download it as CSV or XLSX file.  Make changes to the downloaded file and upload the modified file. 

How to export multiple accounts from QuickBooks?

You can export multiple accounts from QuickBooks using SaasAnt Transactions. Integrate SaasAnt Transactions with QuickBooks -> select the entity as accounts to export -> search for estimates based on the created date or transaction date -> enter a date range or use the advanced filter. Select whether you want to download it in XLSX or CSV format. 

How to bulk import estimates in QuickBooks?

Integrate SaasAnt Transactions with QuickBooks. Go to SaasAnt Transactions dashboard -> New Import -> Select the required entity as Accounts -> Browse and select the file -> Map the fields in the file to QuickBooks fields -> Upload the file to import  Accounts into QuickBooks.