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November 2, 2022
Question

Batch entries

  • November 2, 2022
  • 1 reply
  • 0 views

Cleaning up a year's worth of expenses. Is there a way to add Payee name to multiple expense entries?

1 reply

JessT
November 2, 2022

Hi wilddenise,

 

If you're talking about transactions on the Banking page, yes, you can assign a payee to multiple transactions. Just place a checkmark in the checkboxes of each transaction, click Update, assign a payee and other information, and click Apply or Apply and accept. For other transactions, you need to open each of them to be able to assign a payee.

 

On the other hand, you can check for QBO references on the main support page should you need one. Just scroll down a bit and click More topics.

 

Let me know if you have any other questions in mind.