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September 11, 2023
Question

Is there a way to batch link jobs to expenses already entered

  • September 11, 2023
  • 1 reply
  • 0 views

We have hundreds of job expenses charged to credit cards, which are automatically added with bank feeds imports/ rules.

The problem is, each of those then needs to be linked to a customer job. I have used QuickBooks desktop products for 20 years, but I can't recall any feature that allows for bulk editing the customer/job field for existing transactions. 

Is there any way to quickly add jobs to expenses that are already entered, other than going through the transactions one at a time and adding it manually?

 

The bank feeds rules expedite all of those tedious entries (by importing vs manually entering), but they come short when it comes to the jobs detail.

 

Surely, there's a solution for this that I just not be aware of?

 

 

1 reply

Candice C
September 11, 2023

Good afternoon, @Jodie23

 

Welcome to the Community! I can provide you with some information to help answer your question. 

 

I can see how beneficial this could be for your business. However, there isn't a way to do this in QuickBooks Desktop. 

 

The workaround for this would be to enter the transaction by batch. Review this guide for more details and steps: Enter transactions by batch in QBDT

 

Feel free to reach back out if you have any other concerns. Have a splendid day!