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RED7STUDIOS
December 22, 2022
Question

Why is changing categories so infuriating!!!

  • December 22, 2022
  • 1 reply
  • 0 views

Please put me out of my misery... I'm new to accounting I keep making mistakes but why in the world can't I just search for all transactions in a specific category like "Personal Expense" and batch-change them all to another category?!?!?!?!

 

Why is it when they are Categorized they are so hard to batch change to a new category?

I just want to batch-change ALL transactions (Expenses,s income) from one category to another!

 

Categorized items don't even categorize by type correctly when filtered and the Expenses menu is awful at searching for the items...

What am I doing wrong!?

 

 

1 reply

L
LeizylM
December 22, 2022

Hi there, RED7STUDIOS. 

 

I'd be glad to help you re-categorize transactions in QuickBooks Online (QBO). 

 

The option to change a new category by batch isn't available in QuickBooks Online. However, you can undo them and continue categorizing them one at a time. 

 

Here's how: 

 

  1. Go to the Banking menu.
  2. Select your bank account and click the Categorized tab.
  3. Choose the affected transactions and click the Undo button.
  4. Go to the For Review tab and select the transactions that should have the same category. You'll have to select the transactions from the same payee.
  5. Click the Update button.
  6. Select the right payee, category/account, class, and location (optional).
  7. Click Apply or Apply and accept.

 

You can also check out these articles about managing banking transactions for more details:

 

 

Let me know in the comments below if you have other concerns with bank transactions in QBO. I'm always here to help. 

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