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Established Member

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.

4 Comments
Moderator

Re: 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.

Established Community Backer ***

Re: 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

Established Community Backer ***

Re: 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

Established Member

Re: 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.