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D
DEBookkeeping
February 28, 2023
Question

Desktop Pro batch recategorization

  • February 28, 2023
  • 1 reply
  • 0 views

I started a book cleanup job for a client at his office on his computer using his Desktop Pro account (not the accountant version) and need to do a huge amount of recategorization of entries. I cant find the way to do it in batches, one by one will take too much time.

I know it's possible in QBO and Desktop Pro accountant.

Is there a way to do it, I cant find it?

1 reply

J
JamesM4
February 28, 2023

Hi DEBookkeeping,

 

Glad to have you reach out to us here. QuickBooks offers a dynamic platform that simplifies the way you manage your work. I'll be happy to share more info and help steer you in the right direction. 

 

I can see the benefit of having the function you've described above. Since it isn't available, I encourage you to send feedback about this to our engineers. You can do this by clicking on the Help menu and looking for Send Feedback Online. I also recommend looking into third-party apps on our site that can help you with this. You can search for these apps on our site desktop.apps.com. I suggest choosing an app that suits your business needs based on the app description and reviews. 

 

In case you have additional questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals. 

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