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Dec 11, 2018 4:45 AM UTC
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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?

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Answer
Dec 11, 2018 4:45 AM UTC

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
Dec 11, 2018 4:45 AM UTC

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
Dec 11, 2018 4:45 AM UTC

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.