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Jemal
November 18, 2020
Question

Can I allocate multiple transactions to the same account in the bank feed?

  • November 18, 2020
  • 1 reply
  • 0 views

I have a new client and she has hundreds of transactions that require allocation/categorising to the same income account.  QBs auto suggestions are all over the show! I can't create a Rule as these transactions do not have anything in common (apart from being income). 

 

Can I bulk/multiple allocate?  Looking for guidance please?

    1 reply

    Steven_Product Champion
    Steven_Product Champion
    November 18, 2020

    Hi Jemal, 

     

    Within the Banking tab there is an option to 'Remember Category Selection'  which can be found on the small gear icon just to the top right of the transaction list. 

     

    By clicking this is, transactions that share the same description the system will default the category you select to these transactions.

     

    It helps in decreasing the amount of categorising you have to do with the amount of transactions, as those that may share 'Deposit from John Doe', by selecting a particular sales income unique to that deposit, that category will be applied for all those that share the transaction description. 

     

    Try this and let me know if that helps,

     

    -Steven

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