If you search for how to edit credit card credits in QuickBooks Online, you must be a business owner or accountant looking to correct or update credit card transactions.
You could have entered your credit card credits incorrectly, and might need to modify details such as the amount, date, or category associated with a credit card credit. The trouble is that editing credit card credits in QuickBooks Online is complicated, but fortunately, we have a CPA recommended QuickBooks add-on that will help you with editing credit card credits.
SaasAnt Transactions has a 5-star rating from approximately 3,600 QuickBooks users in the QuickBooks App Store and lets you edit multiple credit card credits at once. Follow along to know how to edit credit card credits in QuickBooks Online easily.
Connect SaasAnt Transactions with QuickBooks
Select export from the dashboard
Choose the entity as credit card credit and use the advanced filter to search
Download credit card credit
Bulk edit and upload
Rollback (if needed)
Here are the steps to bulk edit and upload credit card credits.
Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. This certified, secure app keeps your data safe and well-managed.
Go to SaasAnt Transactions Dashboard -> Export. Select "Credit Card Credit" from the Transaction List drop-down menu.
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. You can also use the advanced filter to search based on the total amount and reference number.
A list of Credit Card Credits 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 Credit Card Credit if you don’t want that specific transaction in the downloaded file.
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 the "Find and Replace" feature to change it in one go. Sometimes, you may need to adjust the amount across multiple Credit Card Credits. In such cases, this bulk edit option comes in handy.
Go to SaasAnt Transactions Dashboard -> Modify -> Select Credit Card Credits.
Upload the file to which you have made changes or enter the Google Sheet link.
Mapping matches the fields in QuickBooks to those in the imported file.
For example, when you select a QuickBooks entity as a Credit Card Credit, QuickBooks attributes for the credit card credit, such as the credit card credit number, will appear on the left. If your file lists the credit card credit number under S.No, you must map it correctly.
Preview Mapping shows you how the fields would be mapped in QuickBooks.
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.
Once the data is uploaded, click on Show Results. Upon successful import, the list of credit card credits uploaded will appear with their reference number. Click on the reference number to verify if that particular credit card credit has been uploaded into QuickBooks.
You can also delete the uploaded credit card credits by clicking the delete button.
We've discussed all the essentials of how to edit multiple credit card credits in QuickBooks Online at once using SaasAnt. This effective application overcomes QuickBooks' challenges with bulk data edits, providing a quick, error-free, and time-saving solution. Plus, you can start immediately with a 30-day free trial, and there's no need to enter credit card information. If you are facing any trouble, you can always email support@saasant.com.
To edit credit card credits, connect SaasAnt Transactions to QuickBooks, download your credit card credits, make necessary changes, and then upload the modified file back to QuickBooks.
Yes, SaasAnt Transactions is a certified app that ensures your data is safe and well-managed while integrating with QuickBooks.
SaasAnt Transactions allows you to roll back changes if needed, ensuring you can correct any mistakes made during the upload process.
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