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arkvalleyinfo
October 16, 2018
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Can you recategorize several transactions at once?

  • October 16, 2018
  • 4 replies
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    Best answer by RenjolynC

    Hi bridgesitinc,

    I'd be glad to help you re-categorize multiple transactions at once.

    If the transactions were added from the bank feeds, you can undo them from the In Quickbooks tab then modify it.

    Here's how:

    1. On the left panel, click Banking.
    2. Click the In QuickBooks tab.
    3. Put a check mark on the transactions you want to undo.
    4. Click the Undo button.
    5. Go back to the For Review tab, and select the transactions you want to modify.
    6. Click the Batch Actions drop down list.
    7. Choose Modify Selected.
    8. Change the Payee, Category, Class and Location.
    9. Click Apply.

    To re-categorize multiple expenses at the same time, you can follow these steps:

    1. Click Expenses from the left navigation bar.
    2. Click the boxes of the expenses you'd like to categorize, and click the Batch Actions drop down list.
    3. Select Categorize selected.
    4. Choose the category you want, then Apply.

    I've attached a sample screenshot for your reference.

    If you have other concerns, don't hesitate to let me know. Thanks.

    4 replies

    RenjolynC
    RenjolynCAnswer
    October 16, 2018

    Hi bridgesitinc,

    I'd be glad to help you re-categorize multiple transactions at once.

    If the transactions were added from the bank feeds, you can undo them from the In Quickbooks tab then modify it.

    Here's how:

    1. On the left panel, click Banking.
    2. Click the In QuickBooks tab.
    3. Put a check mark on the transactions you want to undo.
    4. Click the Undo button.
    5. Go back to the For Review tab, and select the transactions you want to modify.
    6. Click the Batch Actions drop down list.
    7. Choose Modify Selected.
    8. Change the Payee, Category, Class and Location.
    9. Click Apply.

    To re-categorize multiple expenses at the same time, you can follow these steps:

    1. Click Expenses from the left navigation bar.
    2. Click the boxes of the expenses you'd like to categorize, and click the Batch Actions drop down list.
    3. Select Categorize selected.
    4. Choose the category you want, then Apply.

    I've attached a sample screenshot for your reference.

    If you have other concerns, don't hesitate to let me know. Thanks.

      T
      tonyjbass55
      October 16, 2018
      QUESTION: This process, over the past few months, has stopped working for me. I can, individually, click the expense allocation dropdown and change it but it does not update to the new expense. I have to open the transaction and change it there and then save it. New version bug, perhaps?
        D
        dbro2
        December 5, 2018

        yes it's not working for me either. Very frustrating!!!

          A
          Anonymous
          December 5, 2018

          It's nice to see you here today, Tonyjbass55,

           

          Thanks for the information you provided. I want to make sure you're able to re-categorize your expense transactions in QuickBooks Online.

           

          May I know if you're getting any error messages when trying to update the category using the Batch actions option? Any details about the issue can help us narrow things down.

           

          Also, have you tried doing this process using a private window or another web browser? If not, I'd recommend trying that first to isolate if the issue is triggered by too much data in your cache. Here's your guide to open a private/incognito window:

          • Google Chrome: press Ctrl + Shift + N
          • Mozilla Firefox: press Ctrl + Shift + P
          • Internet Explorer: press Ctrl + Shift + P
          • Safari: press Command + Shift + N

          If you're not getting the same issue, you can resume using the regular window then clear your browser's cache. Please check out this article for the complete instructions with clearing your browsing history: Delete or disable Cache and Temporary Internet Files in your Web Browser

           

          Please fill me in with the outcome, Tonyjbass55. You got me here to back you up. Have a good one!

          A
          Andreanna
          December 10, 2018

          Hello,

           I am having the same issue as well with the batch editing not updating the category once I select Apply. I'm currently using Google Chrome and have tried the private browsing suggestion and I'm still having the same issue. I currently have to go into each individual transaction to update the category. Are there any other solutions to resolve this issue?

            J
            JanyRoseB
            December 10, 2018

            Hello there, Andreanna.

             

            Thanks for joining this thread. I'm here to guide you to the right support so you can get the help you need.

             

            I appreciate you for taking the time to follow all the instructions provided by my colleague Jen_D just to resolve this issue. Since the issue still persists, I encourage you to get in touch with our Care Support Team. They will be able to create a new investigation for this issue and once it has been open, you’ll be receiving an email notification about the updates and progress of the investigation.

             

            You can reach our phone support through this link: Get help with QuickBooks Online.

             

            For future reference, you can check this article: Assign, categorize, edit, and add your downloaded banking transactions.

             

            Please know that you're always welcome to drop by here in QuickBooks Community if you have any other concerns. I'm always here to help. 

            A
            ataroc
            September 12, 2019

            Can you recategorized several split transactions at once?  In particular, can you create a rule for the split transaction fees to be the same?  Or, is this a manual process for each individual transaction.

              JasroV
              JasroV
              September 12, 2019

              Hi there, @ataroc.

               

              The option to re-categorized several split transactions in QuickBooks Online (QBO) is not possible. You'll have to manually open and categorize each transaction.

               

              And yes, you can create a Rule for the split transaction to be the same. Just make sure when you create a rule it meets all the conditions in the transaction.

               

              You can refer to these helpful articles for more information: 

              Also, I'm adding these helpful articles that can help guide you in your future tasks: 

              Don't hesitate to reach out to us if you have other concerns or queries. I'm always here to help. Take care! 

              E
              erinpellegrino
              November 23, 2020

              I'm late to the game here, but I figured out a workaround on my end. To be specific, I was trying to re-categorize 400+ transactions of "Job Supplies" to "Cost of Goods Sold".

               

              When I batch selected, the "Categorize Selected" under "Batch Transactions" way greyed out. This was because I was also selecting deposits (refunds that had been applied to a select few of the previous purchases). 

               

              Once deselected, I was able to batch re-categorize.

               

              I hope this helps someone else looking to solve this issue, it worked for me.

               

              Cheers,

              e.

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