I am using Quickbooks desktop 2015 (yeah I know it is old) and imported our company credit card transactions from American Express. Is there a way to batch assign for example gas charges to an expense account (Automobile Expense for example) instead of choosing one by one?
I did a search on the discussions but didn't see anything like that before.
We're unable to categorize credit card transactions in batch. However, we can create a bank rule to categorize them automatically using specific descriptions. Here's how:
Go to the Banking menu, and then choose Bank Feeds.
Click the Bank Feeds Center, and then pick Rules in the Bank Feeds window.
In the Rules List window, select Manage Rules drop-down ▼, and then choose Add New.
In Add Rules Details window, provide a Rule Name like 'American Express'.
From the Description drop-down ▼, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule like 'gas charge'. Click the + button if you want to create more conditions.
In the Do This section, choose Categorize from the drop-down ▼ and then enter the Payee name or the Account name like 'Automobile Expense'.