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Mary At Bicycle
Level 1

Can I bulk edit groups in bank feed "update" feature

Is there a way to get GROUP to show up when you click "update" in the bank feed? (this is for bulk editing.)

 

 

3 Comments 3
Jen_D
Moderator

Can I bulk edit groups in bank feed "update" feature

It's nice to have you here, Mary.

 

I can share some insights about this preference you're looking for.

 

The default action when doing bulk update of transactions is assigning a single Payee, Category and Customer/project. We're currently unable to assign groups there to ensure the transactions are categorized properly.

 

It is important for us to know what you'd like to change or update in our product to help us provide the services you actually need. Although there isn't a specific turnaround time on when new features are released in QuickBooks, rest assured they are being reviewed by our Developers Team.

 

Follow the steps below in a web browser to send your product requests or suggestions:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your suggestion for our engineers on the Feedback box.
  3. Once done, press Next to send it.

 

All our program features and enhancements are launched and created with you in mind. To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

Please post here anytime if you need help with this bank topic or any tasks in QuickBooks Online. I'm always here to help.

Mary At Bicycle
Level 1

Can I bulk edit groups in bank feed "update" feature

"We're currently unable to assign groups there to ensure the transactions are categorized properly."

 

I don't quite understand this. If you have time to explain it, that would be helpful.

 

Also, I am curious to know if the data from this forum is used to feed updates to QBO or if I have to take that second step. 

DivinaMercy_N
Moderator

Can I bulk edit groups in bank feed "update" feature

Hello there, @Mary At Bicycle.

 

Let me go over and discuss further details about the feature.

 

In QuickBooks Online (QBO), when you bulk select the transactions to update, the program will only let you assign a single PayeeCustomer/Project, and Category for all of the selected entries. For instance, if you mark a group of transactions (Entry 1, Entry 2, Entry 3, etc.) and click on the Update option, the information you choose under the PayeeCustomer/Project, and Category fields will be applied to those selected transactions.

 

For more information about managing your transactions, please check this article: Connect and Review Your Banking in QuickBooks Online.

 

Also, QBO updates are usually released every month. This is to enhance the capacity of the program to meet the needs of users. Thus, sending product feedback is also a great way to let the developers know what features are needed the most.  

 

In case you want to track the suggestion you've submitted, feel free to visit the QuickBooks Online Feature Requests website. From there, you can also add votes to product requests that you think can help optimize your QBO experience.

 

I'm still ready to lend a hand if you have any other queries about updating your transactions. I'll keep an eye out for your reply. Take care always.

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