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July 25, 2020
Question

Does anyone know if i can categorize 100s of the same transactions 1x i am using acorn finance so there is a lot of them

  • July 25, 2020
  • 1 reply
  • 2 views
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1 reply

JenoP
QuickBooks Team
July 25, 2020

Good day, healthyhealingli.

 

Yes, you can categorize multiple banking transactions at once. Let me guide you through these steps:

 

  1. Go to your Online Banking page and proceed to the For Review tab.
  2. Put a check mark on all transactions that you want to categorize.
  3. Click the drop-down list for Batch Actions.
  4. Select Modify Selected.
  5. Add the necessary details and assign the correct category.
  6. Click Apply.

Here's an article about categorizing banking transactions for additional info: Categorize and match online bank transactions in QuickBooks Online.

 

You can follow these steps if you want to re-categorize multiple expenses at the same time:

  1. Go  to the Expenses menu and proceed to the Expenses tab.
  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. Select the category that you want, then click Apply.

Please keep me posted or add another reply below if you need more help with this.