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Se14
January 18, 2023
Question

Bulk edit Bank/Payment Method used on receiving Payments?

  • January 18, 2023
  • 1 reply
  • 0 views

A client recorded about a year of payments all allocated to the wrong payment method. For example, all payments were recorded to a Current Asset account called Square Clearing instead of Undeposited Funds, now when I am trying to manually match the payments to bank feed, they don't show up. Is there a way I can bulk edit these transactions to make all of them go to Undeposited Funds? When I go into the Accountant Tools to Reclassify Transactions and enter the correct dates and select the Square Income Current Asset Account, the balance shows in the sidebar but none of the transactions appear. 

1 reply

J
JamesM4
January 18, 2023

Hi Se14,

 

Welcome to the Community. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The function you've described above isn't available in QuickBooks. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you. I also recommend looking into third-party transaction management apps on our app store using this link. 

 

Let me know if you have other questions by leaving a comment below. I'll be one message away. 

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