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ShivT
Level 1

Change category to multiple transactions

How do i apply a different category (from travel to car expenses) without having to clic on each one individually ?

1 REPLY 1
MadelynC
Moderator

Change category to multiple transactions

I recognize the importance of classifying transactions properly, @ShivT. Allow me to assist you in ensuring everything is tracked correctly.


If you’re trying to reclassify transactions downloaded from your bank, then changing their categories in bulk isn’t possible. You’ll want to modify them individually to ensure they're posted to the right category.


On the other hand, if they’re added by hand, you can use the Batch update option to change their classification. Here are the steps to do it:

 

  1. Open your QuickBooks Self-Employed account.
  2. Go to the Transactions menu.
  3. Select the entries that you’d like to update a category.
  4. Click the Edit category button.
  5. Search "Car expenses" in the field and select it.
  6. Hit Apply when done.
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I've found an article to help manage your expenses efficiently: Self-employed business expenses: all you need to know. It provides insights into what allowable expenses you're entitled to when you submit your self-assessment.


You can count on me always if you need further assistance or have other concerns besides reclassifying transactions. I'm just a few clicks away, @ShivT. Have a good day.

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