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circletax1
September 23, 2024
Question

Bulk add/change customer to transactions

  • September 23, 2024
  • 1 reply
  • 0 views

I have a client that is trying to work with BuilderGM and in order to integrate with that they need to have a customer/project on every transaction.  We already have transactions in by class.  Is there an easy way to add the customer based on that class or to bulk add it like you can when you reclassify?

1 reply

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SheandL
September 23, 2024

Hi there, @circletax1. I've got some information regarding reclassifying your customer to transactions at once.

 

Currently, QBO does not offer a functionality to bulk associate each transaction with its corresponding customer or project. As a workaround, you can consider finding a third-party application that can help you speed up the process of accomplishing this.

 

To find one, here's how:

 

  1. Open your QBO account.
  2. Go to Apps, then Find apps.
  3. Browse or search for the app that can help you.

 

Moreover, you can check out this article to learn more about tracking and managing your business transactions in QBO: Run reports in QuickBooks Online.

 

You can always get back to us if you have other concerns about editing transactions in QBO. We'll gladly help you anytime.

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