Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
Z
zechdc
November 10, 2020
Question

Bulk Edit Transactions

  • November 10, 2020
  • 1 reply
  • 18 views

How do I edit multiple transactions at once? I'm trying to change the account from "Square" to "Cash on Hand" for some of the transactions.

I use Square POS to track cash transactions and credit card. I'm using an app to automatically sync transactions to quickbooks. All transactions including cash ones got created under my account in Quickbooks called "Square bank account". However, a lot of those should actually be under "cash on hand".


I can easily filter and get a list of those transactions, but it doesn't looks like there is a batch edit button for changing the account or any other transaction details. 

 

These instructions look promising, but I don't have a button for "Accountant tools" even after I switch to "accountant view" on QuickBooks Online. https://quickbooks.intuit.com/learn-support/en-us/reclassify-transactions/reclassify-or-move-multiple-transactions-at-once/00/186258

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
November 10, 2020

You have to open a QBO Accountant to utilize that feature. Use a different email address to have a QBO Accountant account.

R
Rea_M
Level 10
November 10, 2020

Hello there, @zechdc.

 

In addition to what @Fiat Lux - ASIA mentioned, you can switch between two user views (business and accountant) anytime without affecting your account or data in QuickBooks Online (QBO). You're able to edit multiple transactions and change the account from square to cash on hand by undoing them from your list of categorized entries and then selecting the Update button in the Banking menu.

  1. Go to the Banking menu.
  2. Select your bank account and click the Categorized tab.
  3. Choose the affected transactions and click the Undo button.
  4. Go to the For Review tab and select the transactions that should have the same category. You'll have to select the transactions from the same payee.
  5. Click the Update button.
  6. Select the right payee, category/account, class, and location (optional).
  7. Click Apply or Apply and accept.

 

On the other hand, you can also categorize your expenses at once from the Expenses page. Just select the Batch actions drop-down menu then choose the Categorize selected option.

 

You can learn more about managing your Square transactions in QBO by checking out this article: Sync Square with QuickBooks Online. It also contains answers to the most frequently asked questions about the app and QuickBooks.

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about categorizing transactions in QBO. I'm just around to help. Take care always.

Z
zechdcAuthor
November 12, 2020

I'm not using the official "Sync Square" app. The reviews looked pretty bad. Instead I'm using the app called "Synder".

It classifies all transactions as belonging to a "square bank account" but this doesn't actually show up in the "Banking > Banking" menu of QBO. 

I'm going to create a Quickbooks Accountant account and see how that works. 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement