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December 11, 2018
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Can you bulk change/edit the account categories of expenses? Forum says go to Transactions->Expenses, but where do you find the "Transactions" nav or menu item?

  • December 11, 2018
  • 2 replies
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Sounds like you're reading something for QB Online.

There isn't a way to bulk update transactions in the way you suggest.  There is something a little like this in the accountant versions ~"data file cleanup" feature, but it's limited. I've never used it.

2 replies

Answer
December 11, 2018

Sounds like you're reading something for QB Online.

There isn't a way to bulk update transactions in the way you suggest.  There is something a little like this in the accountant versions ~"data file cleanup" feature, but it's limited. I've never used it.

qbteachmt
December 11, 2018

You can Edit and change the account type, or Rename an account, if everything there really is something else; or Merge that to another account. It depends what part needs to be changed.