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Dinger
October 3, 2022
Solved

Batch actions not working in receipts tab of banking page???

  • October 3, 2022
  • 1 reply
  • 0 views
I used to be able to tick certain items to be reviewed the use the batch actions to select Supplier and Account, now all it will let me do is delete selection - really frustrating, why has this been removed?
Best answer by Ashleigh1

I see this as a backward step, a lot of my clients used this facility, they scan and upload a batch of bills from one supplier and would then use the drop down box to allocate the supplier and account i.e. purchases, now they will have to go into each upload individually to allocate and code them taking up a lot more time. Why change it for a batch delete option, why would anyone upload a batch of bills then want to delete them all - makes no sense. Can the previous facility be restored?


We fully appreciate what you are saying and have passed it on as feedback.  What I suggest is that you also leave this as feedback within the main cog wheel of your account too. 

1 reply

DivinaMercy_N
DivinaMercy_N
October 3, 2022

I can share some troubleshooting steps to help you fix the batch action issue in QuickBooks Online (QBO), @Dinger.

 

Encountering odd behaviors when using the program is sometimes caused by a piled-up cache in your browser. To determine if this is the case, we can perform some browser troubleshooting steps. 

 

Let's start with accessing your QBO account via incognito mode. This will provide you with a clean slate to avoid any errors. Below are the shortcut keys you can use:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once signed in, go to the Receipts tab again and check if the Batch actions button is now working properly. If this works, go back to your regular browser and clear the cache to eliminate damaged and corrupted files. If the same thing happens, I suggest using another supported browser or device. 

 

It's also recommended to perform the reconciliation regularly to make sure your accounts are balanced. To guide you throughout the process, feel free to visit this link: Learn the reconcile workflow in QuickBooks.

 

Please let me know how this goes. If you have any other concerns about managing  transactions in QBO, don't hesitate to add a reply below. I'm just around the corner and ready to lend a hand. Have a great day ahead and take care. 

D
DingerAuthor
October 4, 2022

Hi

 

No this did not work, I'm thinking this is something Intuit have modified for some reason as opposed to a fault, this is a shame because it was a feature I used a lot and found very time saving, I would like to know why it has been changed?

A
Ashleigh1
October 4, 2022

Hello Dinger, thanks for coming back to us, The Developers are always looking at ways to improve QuickBooks for our customers, sometimes it is a case of removing some features and adding different new features, we do take on board what you are saying and we have taken this feedback and passed it onto our developers.

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