ℹ️ Related article: This guide is a companion to Connecting QuickBooks Online to Digit: A Step-by-Step Guide. We recommend completing the initial integration setup before following the steps below.
Video walkthrough: Bulk editing products and services in QuickBooks Online
Watch this video to see how to export your current products and services list, make your edits, and import the updated file back into QuickBooks.
Why this matters
When Digit pushes a Sales Order or Purchase Order to QuickBooks, it uses the default income and expense accounts configured in your integration settings. This works well for most setups, but if your chart of accounts uses nested accounts with specific categories assigned per product, those more granular assignments need to be configured directly in QuickBooks.
Rather than editing each product one by one in QuickBooks, you can use QuickBooks' built-in import tool to update multiple records at once.
Step 1: Export your current products and services list
Start by downloading your existing products and services from QuickBooks. You will use this file when importing to ensure product names match exactly — preventing duplicates or mismatched records.
From the QuickBooks homepage, click Sales and get paid in the top navigation bar.
Select Products and services from the left sidebar.
Click the download icon in the top-right corner to export your current list as a CSV file. Keep this file handy for the next step.
✅ Best practice: Use the exported CSV as your reference to make sure product names match exactly what is already in QuickBooks, including spelling and capitalization. Mismatched names will result in duplicates.
Step 2: Import the file and make your edits
Use the QuickBooks import tool to load your products and services list into an editable grid, where you can update the fields that are not available in Digit.
Click the gear icon in the top navigation to open Settings.
Under Tools, click Import data.
Select Products and services from the dropdown and click Import.
Click Import from file and upload the CSV you just exported. Since it came directly from QuickBooks, the columns will be auto-matched — click Next.
Make your edits directly in the grid. Common fields to update include:
Taxable status: set whether each product or service is taxable on a per-item basis.
Income account: assign a specific income account per product.
Expense account: assign a specific expense account per product.
Check the Override box to update existing records rather than creating duplicates.
Click Save to apply your changes.
⚠️ Important: Always check the Override box before saving. Without it, QuickBooks will create new duplicate records instead of updating the existing ones.
Your products and services are now updated
Your QuickBooks products and services now have the correct accounts and taxable settings configured at the per-product level. When Digit pushes invoices or bills to QuickBooks, the financial data will flow into the right accounts — keeping your reporting accurate across both platforms.