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November 22, 2021
Question

Change category of multiple transactions all at once

  • November 22, 2021
  • 1 reply
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1 reply

KlentB
November 22, 2021

I can help you with that, dify-bartow-biz.

 

With QuickBooks Online, you can bulk categorize your expense and bank transactions. Feel free to follow the steps I've listed below.

 

For expense transactions:

 

  1. Select Expenses from the sidebar menu.
  2. Tick the checkboxes of the transactions you'd like to categorize.
  3. Click the Batch Actions drop-down list, then select Categorize selected.
  4. Choose the appropriate category, then hit Apply.

For online banking transactions:

 

  1. Select Banking or Transactions from the sidebar menu.
  2. Go to the Banking tab, choose the appropriate bank account.
  3. Select the For review tab, then tick the checkboxes of the transactions you'd like to categorize.
  4. Click the Update button, then select the correct category from the drop-down menu.
  5. When you're done, hit Apply or Apply and accept.

I'm also adding these articles to help manage your business transactions in QuickBooks Online:

 

Keep me posted if you need additional assistance in completing your other tasks. The Community always has your back.

KlentB
November 24, 2021

Hi dify-bartow-biz,

Hope you’re doing great. I wanted to see how everything is going about your concern. Were you able to categorize the transactions? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead