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Q_B_User1
Level 1

Batch assign account to credit card transactions

Hello all

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.

 

Thanks 

Ed

1 Comment 1
ReyJohn_D
Moderator

Batch assign account to credit card transactions

Welcome to the Community, @Q_B_User1.

 

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:

 

  1. Go to the Banking menu, and then choose Bank Feeds.
  2.  Click the Bank Feeds Center, and then pick Rules in the Bank Feeds window.
  3. In the Rules List window, select Manage Rules drop-down ▼, and then choose Add New.
  4. In Add Rules Details window, provide a Rule Name like 'American Express'.
  5. 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.
  6. In the Do This section, choose Categorize from the drop-down ▼ and then enter the Payee name or the Account name like 'Automobile Expense'.
  7. Click Save once done.

    A86.PNG

You can also edit your bank rules. Please refer to this article for more info: Create and edit bank rules.

 

Then, you'll want to reconcile your account to ensure your books are accurate. Check out this resource for more details: Reconcile an account in QuickBooks Desktop.

 

Fill me in if you have more questions about managing your bank transactions or anything else related to QuickBooks. I'll be here to lend a hand. Take care and stay safe always.

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