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jordan7
Level 1

Hello, Is there a way I can bulk edit transactions in the portal, or using a CSV upload to edit? Basically I have a ton of sales lines that should be classed.

 
1 Comment 1
john-pero
Community Champion

Hello, Is there a way I can bulk edit transactions in the portal, or using a CSV upload to edit? Basically I have a ton of sales lines that should be classed.

Your accountant users have the tools to bulk reclassify already posted transactions. You can pay one of them to do so or if you have a slot open, get a second email address (most are free) and invite yourself as one of your accountant users. Accept the invitation, set up your FREE QBOA account and access your company file as if you were your own accountant, not just bookkeeper. There is no cost (as of yet) for this extra ability.

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