Hi there, @learainey.
You'd be glad to know that it is possible to categorize multiple entries in bulk. I'm here to assist you in achieving that goal. If your bank transactions are already categorized, you'll need to change their categories on the Expenses page.
Here's how:
- Go to Expenses.
- You may use the Filter feature only to show Check transactions.
- Select all the Uncategorized Expense transactions. You can also click the Checkbox to select all transactions from the filter.
- Select Batch actions, then click Categorize Selected.
- Select a category to apply to all selected.
- Click Apply.
You can also do these with your transactions under the For Review tab if your bank transactions are not yet categorized.
Here's how:
- Go to Transactions, then select Bank Transactions.
- Select the appropriate bank.
- Go to the For Review tab.
- Change the filter from All transactions to Money out.
- Select all the Uncategorized Expense transactions. You can also click the Checkbox to select all transactions from the filter.
- Click Update.
- Choose the Category to apply the selected items.
- Click Apply and confirm.
Now that you have categorized your expense transactions into the appropriate category, you can proceed with reconciling your bank transactions to match your transactions in QuickBooks.
Let me know if you have further questions about categorizing transactions in QuickBooks Online. I'd be glad to assist you anytime. Have a great day!