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erikajwsco
Level 1

Batch Edit Request

I have a client that uses invoicing through QBO and applies A/R payments to the invoices. Unfortunately, all the payments for multiple years are coded directly to the bank account, but the bank import shows them as one big lump sum deposit. I want to change the coding of the payments to undeposited funds so that I don't have "duplicate" deposits when I try to reconcile the bank. I tried to do this through the Accountant Tools > Reclassify Transactions but was unable to find an option to access and edit the A/R payments in there. Is there another way to batch edit these? If not, this is something I would really like to have as an option in the future. 

2 Comments
Angelyn_T
QuickBooks Team

Batch Edit Request

Hi there, Ericka.

 

Thank you for reaching out to us here on the Community page.

 

Yes, you need to update the payments that were deposited to the real bank account to the undeposited funds one at a time. I can show you how.

 

  1. Open the payment transaction.
  2. Modify the account from the Deposit to section to Undeposited Funds.
  3. Save the transaction.
  4. Repeat the steps for the rest of the payments.

 

I can see the importance of being able to update the deposit account in batch. Rest assured our engineers are working nonstop to enhance the product and deliver the best experiences for all users. I'll make sure to take note of this message and pass along the information to them.

 

Additionally, you may also submit feedback through your QuickBooks Online (QBO).

 

Here's how:

 

  1. Open your QBO account, then go to the Gear icon.
  2. Click on Feedback.
  3. Enter your comments or product suggestions on the Feedback window.
  4. Hit Next.

 

Once done, your valuable feedback goes to our product development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Moreover, here's an article you can read more about recording payments and bank deposits in QuickBooks Online.

 

For additional resources, while working with QuickBooks, you can open the topics from our help articles.

 

Please let me know how else I can help you with managing your transactions in QuickBooks. I'm more than happy to help. Have a good one!

erikajwsco
Level 1

Batch Edit Request

Thanks Angelyn. I was aware of how to edit them individually, it just is not time effective since there are multiple years of payments coded incorrectly. I was hoping there was another way, but thank you for sharing my request to the other teams and I will submit it via the Feedback option like you said as well.

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