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September 16, 2020
Question

Hi there, I need help with a couple of things 1. How to bulk edit Vendor/ payee in transactions? 2. Can multiple rules apply to a single transaction? Thanks in advance

  • September 16, 2020
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1 reply

September 16, 2020

Hi davendersundri-g,

 

Saving time is the name of the game and QuickBooks Online helps you accomplish just that. I can help go over how to edit vendors and apply rules in your transactions.

 

Lets start with price rules. When making a transaction in QuickBooks Online you can set up price rules. What this does is allow you to set up a price that you want to sell a product at which is different then the normal price. An example is if you have a VIP program that gets a customer 5 dollars off on a specific items. In order to set up price rules you can follow the steps in this article. You can have as many price rules you want on a transaction but only one per line item. As for bulk editing vendors at this time you are only able to edit vendors one by one and not by bulk.

 

If you wish to have the ability to bulk edit vendors in QuickBooks Online I recommend submitting feedback to our product development team to let them know you'd like to have that included. It's a simple process that you can do by following the steps in this article.

 

Have a great day!