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Level 1

Bulk Change to Action from Transfer to Add

Hello, I have loaded transactions from my bank account and there are over 20 transactions that Quickbooks online thinks should be Transfer transactions but infact should be Add action and classified as Bank Charges. How do I change the Action type in bulk because changing each transaction one by one is too time consuming.

8 Comments
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Moderator

Bulk Change to Action from Transfer to Add

Thanks for joining us here in the Community, achiliveri.

Allow me to share some information about adding transactions in QuickBooks Online.

 

Changing the transactions in bulk from Transfer to Add isn't currently offered in QuickBooks Online. I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible.

 

I recommend sending this request straight to our product engineers through feedback. Also, we share recent happenings and future developments on our blog. Through this, you're able to get the latest news about QBO and what our Product Care Team is working on. Check out this link: https://quickbooks.intuit.com/blog/.

 

You may find this article helpful: https://community.intuit.com/articles/1773491-how-to-add-and-match-downloaded-banking-transactions.

 

If there's anything else you need about QuickBooks, feel free to post back here in the Community. Have a nice day.

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Level 10

Bulk Change to Action from Transfer to Add

I agree it's a good idea.  Sometimes it helps to make rules.  But the real question is what is wrong with the programming that it thinks that transactions are transfers when they are clearly not.   It would be better to just do away with the transfer option in the bank feed. You can accomplish the same thing with an Add

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Level 10

Bulk Change to Action from Transfer to Add


@RoseMarjorieA wrote:

 

As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible.

 

 


This is not a road map feature. It's fixing bad programming

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Level 1

Bulk Change to Action from Transfer to Add

I disagree that this is a new feature. This is a bug in the system and should be fixed. The fact that it classifies something as a Transfer when its clearly not is an error. Also, when I go ahead and change one of them which is clearly exactly the same as 20 others it should apply that rule to the others which looks like its trying but some code in the system does not allow it to happen. Please fix the bug.

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Level 1

Bulk Change to Action from Transfer to Add

How can you change a single transaction from transfer to add. I have this issue with 2 transactions that are expenses and QB identified them as transfers.  Thanks

Highlighted
Moderator

Bulk Change to Action from Transfer to Add

There are times the system will automatically record transactions as a transfer, eldelemos.

 

You can change those transfer transactions one by one. Let me walk you through on how to do it:

 

  1. Click Banking on the left panel and select the Banking tab as well.
  2. In the For Review, locate and click the transaction. You can either select  Add or Find match to change this as an expense.

find match.PNG

 

By manually creating a matching expense, QuickBooks will identify the transfer as an expense. Also, you can check out these article to get more information about reconciling your accounts: 

 

Please keep in touch with me here if you have other concerns about QuickBooks. I'll be around to help you. Take care!

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Level 1

Bulk Change to Action from Transfer to Add

In QBO when I open the transaction, that is currently listed as a transfer, I do not see any option to MATCH thus allowing me to create an expense to match it to. It has listed ALL my costs for this year, payed via PayPal, as transfers and I cannot figure out how to recategorize them as EXPENSES

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Moderator

Bulk Change to Action from Transfer to Add

Hi there, mpmichelle.

 

I know a way you might consider doing so this can be sorted out. You'll want to create a bank Rules in QuickBooks. This will help you save time and you tell QBO in advance how to treat certain types of transactions.

 

Here's how:

  1. Go to the Banking menu and select Rules.
  2. Click New rule.
  3. Fill out the necessary fields in the Create rule page.
  4. Click Save.

To learn more about this feature, please check out this article: How to set up bank rules in QuickBooks Online.

 

You can also check out this article that will help you in reconciling your accounts.

 

I'll be right here if you have any other concerns.

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