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Level 1

Can you bulk change/edit the account categories of expenses? Forum says go to Transactions->Expenses, but where do you find the "Transactions" nav or menu item?

 
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Best answer December 10, 2018

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Anonymous
Not applicable

Can you bulk change/edit the account categories of expenses? Forum says go to Transactions->Expenses, but where do you find the "Transactions" nav or menu item?

Sounds like you're reading something for QB Online.

There isn't a way to bulk update transactions in the way you suggest.  There is something a little like this in the accountant versions ~"data file cleanup" feature, but it's limited. I've never used it.

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Highlighted
Anonymous
Not applicable

Can you bulk change/edit the account categories of expenses? Forum says go to Transactions->Expenses, but where do you find the "Transactions" nav or menu item?

Sounds like you're reading something for QB Online.

There isn't a way to bulk update transactions in the way you suggest.  There is something a little like this in the accountant versions ~"data file cleanup" feature, but it's limited. I've never used it.

View solution in original post

Highlighted
Level 15

Can you bulk change/edit the account categories of expenses? Forum says go to Transactions->Expenses, but where do you find the "Transactions" nav or menu item?

You can Edit and change the account type, or Rename an account, if everything there really is something else; or Merge that to another account. It depends what part needs to be changed.

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