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Level 1

Batch edit payees after reconciliation

So I recently took over a QBO account and its a mess.  A lot of things dont have payees and I would like to add them.  Is there a way to batch edit payees from previously reconciled months without undoing the accepted transactions in the banking window?


Thanks in advance!

1 Comment 1
QuickBooks Team

Batch edit payees after reconciliation

Hello there, @JonLMHCPA.


At this time, the option to batch edit the payees after the reconciliation is unavailable in QuickBooks Online.


As a workaround, you can manually edit it on the Bank register section. Let me guide you how.

  1. Go to the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the transaction, then click View register.
  4. Select the drop-down list on the Payee/Account column.
  5. Once done, hit Save.

I'll add these articles as your references on how to find, edit and update account registers/banking transactions in QuickBooks Online:

Don't hesitate to comment below if you have further concerns. I'd be glad to assist you as soon as I can. Take care.

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