Update Products and Services in QuickBooks Online: Partial Update and Full Update

partial updates

fast and easy using Business Importer. Check out the options how you can .

Business Importer provides 2 options to update Products and Services: Partial Update and Full Update.

Partial Update – only fields specified in the mapping are updated. Others are left untouched.

Full Update – all fields are updated during Full Update. Missing fields will be deleted.

Partial Update of Products and Services in QuickBooks Online using Business Importer:

Step 1: Prepare your Excel file with Products and Services you want to update in QuickBooks Online using Business Importer.

Name – Products and Services’ names in QuickBooks Online you are going to update partially.

Other Columns – if you add other columns to your Excel (description, purchase cost, income account, etc.) and map them on the mapping step – they will be updated. Map only those columns (except Name) which ones you need to be updated. 

Step 2: Go to Import and Upload your Excel file. Or you can insert Google Drive, DropBox or Microsoft OneDrive link containing the Excel with Products and Services you are going to partially update. Select Sheet and click on the Next button.

Update Products and Services in QuickBooks Online

 

Step 3: Select Company and Entity (Products and Services). Create Mapping. Map Products and Services Names and those columns you want to be updated.

Update Products and Services in QuickBooks Online

 

Update Type – Select Partial Update.

Update Products and Services in QuickBooks Online

Click on the Next button.

 

Step 4: Preview if all fields are mapped in a right way. You can change fields in the table. Click on the Next button.

Update Products and Services in QuickBooks Online

 

Step 5: Your import is in process. Check out the results at Imports History, or check out your e-mail.

Update Products and Services in QuickBooks Online

Review the Partial Update in QuickBooks Online.

Update Products and Services in QuickBooks Online

Your Products and Services are sucessfully updated in QuickBooks Online. Use Business Importer to partially update your Products and Services.

 

Full Update of Products and Services in QuickBooks Online using Business Importer

Step 1: Prepare your Excel file with Products and Services you want to update in QuickBooks Online using Business Importer.

Name – Products and Services’ names in QuickBooks Online you are going to update partially.

Other Columns – All information of Products and Services will be updated during Full Update using Business Importer.

Step 2: Go to Import and Upload your Excel file. Or you can insert Google Drive, DropBox or Microsoft OneDrive link containing the Excel with Products and Services you are going to fully update. Select Sheet and click on the Next button.

Update Products and Services in QuickBooks Online

 

Step 3: Select Company and Entity (Products and Services). Create Mapping.

Update Products and Services in QuickBooks Online

 

All information (except Name) will be changed during Full Update in Business Importer. 

Update Type – Select Full Update.

Update Products and Services in QuickBooks Online

Click on the Next button.

Step 4: Preview if all fields are mapped in a right way. You can change fields in the table. Click on the Next button.

Update Products and Services in QuickBooks Online

Step 5: Your import is in process. Check out the import results at Imports History, or receive an e-mail notification once the import is done.

Update Products and Services in QuickBooks Online

 

Update Products and Services in QuickBooks Online using Business Importer in 2 ways – use Partial or Full update.

Business Importer is available on the Intuit app center. Register here! Free 14 days trial.

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

Business Importer - business accounting software 

adodvolha

This entry has 3 replies

  1. Gita Faust says:

    Can you import categories and map it products as well?

    • adodvolha says:

      Hi Gita,

      Yes, you can import Products and put Category type.

      Let me know if you have any questions.

      CB team

      • Michael says:

        If you update the income account for a product can we specify to update the historical transactions as well? We have some products that were not properly categorized with income account and now our P&L reports are not correct…

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