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pcrago
Level 1

Can I bulk edit expense categories entered for vendor transactions. There is a year's woprth of transactions. - Quickbooks Desktop Pro 2019

 
3 Comments 3
BettyJaneB
QuickBooks Team

Can I bulk edit expense categories entered for vendor transactions. There is a year's woprth of transactions. - Quickbooks Desktop Pro 2019

I'm happy to see you here in the Community, @pcrago.

 

Being able to edit your expense categories by batch is currently unavailable in QuickBooks Desktop. You only have the batch option when entering, voiding, and deleting transactions. 

 

To learn more about batch the feature, please see these resources:

For now, you'll have to edit the expense categories one at a time. I can see that having the ability to modify the categories in bulk would be time-saving. I'll take note of this preference and submit it to our developers, so they can assess the feedback and put it under consideration.

 

I encourage you to visit our Firm of the Future site to be updated with our product road-maps. You can also check out the New Feature section on your QuickBooks, to stay current with the latest news and improvements. 

 

Here's how:

  1. Click on Help at the top menu bar.
  2. Select on New Features.
  3. Choose New Feature Tour.

 

I'm always up to help if there's anything else you need, Pcrago. Just reach out to me here, and I'll take it from there. Have a great day!

Y2K
Level 1

Can I bulk edit expense categories entered for vendor transactions. There is a year's woprth of transactions. - Quickbooks Desktop Pro 2019

THANK YOU

Fiat Lux - ASIA
Level 15

Can I bulk edit expense categories entered for vendor transactions. There is a year's woprth of transactions. - Quickbooks Desktop Pro 2019

@Y2K @pcrago 

Utilize the 3d party tool to modify the data in bulk. Export your transactions data (e.g Purchase Order) to XLS, modify them, and import them back.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

 

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