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OldFatDog
Level 2

Batch Category Change

I have recently gone back to QB Desktop. I have found that a payee (expense) had the incorrect/inappropriate category assigned to it. Is there anyway to batch recategorize as opposed to entry by entry?

2 Comments 2
JamesDuanT
Moderator

Batch Category Change

Hello OldFatDog,

 

Currently, changing the categories of the transactions need to be done one at a time. This is to ensure that we are entering the details correctly.

 

If you have an accountant working with your QuickBooks, they might be able to provide a different option to make these changes easier. They know what's best for you and your books.

 

Please let us know if you need anything else. Have a great day!

Fiat Lux - ASIA
Level 15

Batch Category Change

@OldFatDog 

Utilize one of these migration tools to export your data out to XLS, modify them, and reimport back into your company file.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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