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1 reply

Level 9
February 21, 2021

Hello there, moorebooks1978-g.

 

If you mean the Batch actions for the sales transactions, you can follow these steps:

 

  1. Go to Sales on the left panel.
  2. Within the Invoices tab, tick all the transactions you want to apply one at a time.
  3. Click the Batch drop-down arrow. Then, choose the options you need to do.

 

For the expense transactions, here's how:

 

  1. Go to Expenses on the left panel.
  2. Within the Expenses tab, put a checkmark to which all transactions belong. 
  3. Click the Batch action drop-down arrow. Then, the select option you want.

 

On the other hand, if you mean the Batch button from the Banking page. You'll only have to tick the transactions, and you'll be prompted to choose what you want to do for them. Here's a sample screenshot:

In case you need additional references while working with QuickBooks, you can check our help articles.

 

If you're referring to something else, please let me know by commenting below. You're always welcome to share your concerns in the Community. Take care always.

Level 9
February 22, 2021

Hi moorebooks1978-g,


Hope you’re doing great. I wanted to see how everything is going about the Batch button?. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

March 12, 2024

I am having the same issue on the Expenses Page.  There is no "Batch Action" button or drop down menu available.  I am trying to apply a "tag" on multiple transactions.