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Experienced Member

Bank Feed Transaction Review Bulk Action Categorize (Assign account)

Hi,

 

I am using QBO Desktop Pro 2019. I want to select multiple records at once and change the account/payer etc. how can i do that? 

 

I dont see any categorize option under Bulk Actions in the "transactions review" screen.

 

I am aware of the "Rules" feature. But some transactions which donot follow a certain pattern i want to select them individually and recategorize them at once.

3 Comments
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QuickBooks Team

Re: Bank Feed Transaction Review Bulk Action Categorize (Assign account)

Hi @Q_Book,

 

As of the moment, there isn't an integrated way of categorizing your downloaded banking transactions in batch upon reviewing them.

 

In the meantime, you can manually categorize each of your downloaded banking transactions. Let me show you how:

  1. Go to Banking.
  2. Select Bank Feeds.
  3. Choose Bank Feeds Center.
  4. Under BANK ACCOUNTS, select your bank account.
  5. Hit Transaction List.
  6. Find and select your downloaded transaction.
  7. Under PAYEE and ACCOUNT, select your preferred category.
  8. Select Batch Actions.
  9. Click Add/Approve.

In addition, here's an article you can read to learn more about how you can manage your downloaded banking transactions: Add and Match Bank Feed Transactions.

 

Lastly, I'll be also adding an article that'll help you handle your future tasks with your downloaded banking transactions: Switch Between Banking Modes.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Experienced Member

Re: Bank Feed Transaction Review Bulk Action Categorize (Assign account)

Thanks for your response @JonpriL . Does the online version has this bulk categorization feature?

QuickBooks Team

Re: Bank Feed Transaction Review Bulk Action Categorize (Assign account)

Hi there, Q_Book.

 

Thank you for posting here in the QuickBooks Community.

 

Yes, you can select multiple records all at once and change the account/payer under the Bank Feeds transaction review.

 

Here's how :

 

  1. At the left panel, select Banking.
  2. Select the transactions you want to update.
  3. On the drop-down arrow under Batch actions, select Modify Selected.
  4. Fill in the necessary information you want to change.
  5. Click the Apply button.

 

You can check this article to see how you can match, add or view multiple matches in QuickBooks Online: Match and categorise your downloaded bank transactions.

 

 

Please keep me posted if you need anything else. I'm always around whenever you need help.​