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Elie-B
January 29, 2024
Question

Changing a payment type for categorized expenses?

  • January 29, 2024
  • 1 reply
  • 0 views

Hello,

Is there a way to change in bulk the payment method for a categorized expense?

I have about 450 items where the payment method is empty, and I need to change that to credit card.

Thank you,

Elie

1 reply

JoesemM
JoesemM
January 29, 2024

Let me share some details about changing a payment type for your categorized expenses, @Elie-B.

 

Changing the payment method to a credit card for categorized expenses in bulk is an unavailable feature in QuickBooks. That said, you might consider exploring the QuickBooks Apps store to find suitable apps for your business needs. Then, check their ratings and reviews to choose the one that best fits your business.

 

Here's how:

 

  1. Go to the Apps menu.
  2. Select Finds Apps.
  3. Search for an app on the Find Apps to streamline your work field or click Browse Category to find a suitable app that works best for you.
  4. Once you have found an app, click it and then select Get App Now.

 

Also, you'll want to reach out to your accountant since they have tools that can reclassify multiple transactions. The reclassify tool will help you move transactions to similar accounts or change their classes. For more details, open this link: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

 

On the other hand, feel free to check out these articles as your reference for future online bank categorizing transactions: 

 

 

Feel free to hit that Reply button if you have additional questions about syncing apps. We'll be around to help. Have a great day ahead.

E
Elie-BAuthor
January 29, 2024

Thank you for taking the time to reply to my question. 

It might be faster to re-do them one by one rather than exploring apps and sharing sensitive information.

I watched the video you shared and that's for the categorization, it doesn't work for Payment Method.

C
ChristieAnn 11
January 29, 2024

Hello there, Elie-B.

 

Yes, you are correct that the article shared by my peer or the video you watched is about reclassified category transactions and has nothing to do with payment methods. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team.

 

I recommend submitting feedback on having the option to change the payment method to a credit card for categorized expenses by batch or bulk. This recommendation is sent to our engineer for consideration in future updates.

 

Here's how:

 

  1. Click the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions. Then, select Next to submit feedback.

 

While waiting for the feature to be available in QuickBooks, you consider following the recommended workaround by finding apps. This way, it'll help you change the payment method at once.

 

In case you need steps on how to reconcile accounts in QBO to avoid any discrepancies, you can read this article: Reconcile an account in QuickBooks Online.

 

Keep me posted in the comments if you have any other questions about changing the payment type in QBO. I'm always here to lend a helping hand, Elie-B.

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