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Level 2

replacing the categories in multiple entries

I made a mistake in assigning categories to several transactions.  Is there a way to globally find and replace them?

1 Comment
QuickBooks Team

replacing the categories in multiple entries

Hey there, @Atas2020.

 

Thanks for reaching out to the Community for support. I'm happy to provide a solution to quickly and efficiently find and replace your assigned categories.  

 

You can do this by going to the Banking page and selecting the transaction's and changing the categories at once. I've included the steps below to do this. 

 

  1. On the Banking page, go to the For Review section.  
  2. Add a check-mark beside each transaction you want to change the category to.
  3. Hit Update form the black bar.
  4. Select the right category, then press Apply and Accept (This will then move the transactions to the Categorized section).

 

 

Check out Categorize and match online bank transactions in QuickBooks Online for more details. 

 

Please don't hesitate to let me know if there is anything else that I can do for you. I'm just a Reply away. Feel free to reach out to the Community at any time. Take care! 

 

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