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moorebooks1978-g
Level 1

Where is the batch button located

 
4 Comments 4
SarahannC
Moderator

Where is the batch button located

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.

SarahannC
Moderator

Where is the batch button located

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!

SoCal909
Level 1

Where is the batch button located

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.

AileneA
Moderator

Where is the batch button located

I hope you are doing well, SoCal909. 

 

I understand that you are trying to find a way to batch-tag transactions on the QuickBooks Online Expenses page. Unfortunately, that feature is not available there. But don't worry,  I'm here to assist you, and I can provide you with some useful options to help you batch-tag your transactions.

 

You can utilize the tags feature to achieve batch tagging in QuickBooks Online. Here's how:
 

  1. Click the Gear icon, and choose Tags
  2. From the Money out, click the Start tagging transactions.
  3. Press Filter and input the info needed. Click Apply.
  4. Mark-check all the transactions for which you want to add batch tagging.
  5. Under the Update tags drop-down menu, and select Add tags.
  6. Select Add tags and Apply.

 


 

 

 

 

 

 

 

 

 

 

You can use tags and group them to get deeper insights into your sales and expenses. Check out these articles to learn how:

 

 

Please don't hesitate to reach out if you require further assistance with batch tagging or have any additional questions. I'm here to guide you through the process and ensure your experience with QuickBooks Online is smooth and efficient. Have a great day!

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