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Moderator

Reclassifying Bank Transactions – To Automate or Not to Automate

categorize_bring_transactions_to_QB_2_workflow.png

I had a great question sent to me recently about how to classify more than one bank transaction while under review without having to classify them one by one.  I’m curious, how would you approach this? Would you use batch actions to edit selected transactions or is it easier to use custom bank rules?

 

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Highlighted
Community Champion

Reclassifying Bank Transactions – To Automate or Not to Automate

Batch reclassify will only work on transactions that are "in QuickBooks". That leaves out the For Review bunch. The quick solution is to batch add, then batch reclassify, but unless the bulk of them are to be the same destination account then bulk reclassify is no faster than reclassifying one at a time.

 

You can attempt to create a rule or set of rules but the rules are far from perfect and may not even work the same from upload to upload.

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