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rworden
Level 1

I have a bunch of transactions for my grocery store that got applied to Office Expenses. How can I change all of these transactions to be correctly categorized?

I need to know how to batch change the category on a group of transactions

1 Comment 1
JoesemM
Moderator

I have a bunch of transactions for my grocery store that got applied to Office Expenses. How can I change all of these transactions to be correctly categorized?

You can utilize the Batch Actions feature to change the transactions to the appropriate category, rworden. Let’s collaborate to make sure we categorize them correctly.

 

In QuickBooks, you can bulk categorize your expenses and bank transactions. Follow the steps below to make sure everything is in the right category.

 

For expense transactions:

 

  1. Go to the Expenses menu.
  2. Tick the checkboxes of the transactions you'd like to categorize.
  3. Click the Batch Actions drop-down list, then select Categorize.
  4. Choose the appropriate category, then click Apply.

     

 

For online banking transactions:

 

  1. Go to the Transactions menu and click Bank transactions.
  2. Choose the appropriate bank account.
  3. Select the For review tab, then tick the checkboxes of the transactions you'd like to categorize.
  4. Click the Edit button, then select the correct category from the Account drop-down.
  5. When you're done, click Apply or Apply and accept.

 

For more details on categorizing your bank transactions, open this article: Categorize and match online bank transactions.

Furthermore, utilizing QuickBooks Live Bookkeeping can significantly enhance your accounting practices by ensuring the accuracy of your financial records and providing access to professional support. This service not only helps streamline your bookkeeping process but also saves you valuable time when categorizing your transactions and other matters that contribute to the growth of your business.

 

You can also create a bank rule to categorize transactions in the system automatically. To learn more about this, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Once you're all set, read this article about matching your account and bank statements: Reconcile an account in QuickBooks Online.

 

If you have questions about changing categories for your transactions or anything else related to QuickBooks, please click the Reply button. I'm here to help.

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