cancel
Showing results for 
Search instead for 
Did you mean: 
rdylina
Level 1

Changing categories in bulk on a number of expenses or bill payments is pretty easy. However for some reason I can't find a way to change the payment account in bulk.

How would you do this? Seems silly to not be able to do such a basic function that is a breeze in the desktop version.
2 Comments 2
ArielI
QuickBooks Team

Changing categories in bulk on a number of expenses or bill payments is pretty easy. However for some reason I can't find a way to change the payment account in bulk.

Hello, @rdylina.

 

I'm here to clarify your questions about updating the payment method of multiple transactions.

 

I understand that you are looking to change the payment method for multiple transactions in QuickBooks Online. 

 

Currently, this functionality is not available within the platform. Given the importance of this feature for many users like yourself, I highly recommend providing feedback to the QuickBooks development team. Your input plays a crucial role in shaping the future of the software, ensuring that it evolves to meet the diverse needs of its users.

 

To send your request:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Tap Next to submit.

 

Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Thank you for your understanding and cooperation. If you have any further questions or need additional assistance, please don't hesitate to reach out. We're here to help.

 

Zed Axis
Level 3

Changing categories in bulk on a number of expenses or bill payments is pretty easy. However for some reason I can't find a way to change the payment account in bulk.

@rdylina I know that it is not possible to bulk change the Payment Account for the Expenses or Bill Payments directly in QuickBooks Online, but if you are looking for an alternative way of doing that you could try one of the third party data import/export utilities that have the ability to batch update transactions.  One that I am very familiar is Axis Online and it has a free level you can use to try out.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us