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bridgesitinc
Level 1

Can you recategorize several transactions at once?

 
Solved
Best answer October 15, 2018

Best Answers
RenjolynC
QuickBooks Team

Can you recategorize several transactions at once?

Hi bridgesitinc,

I'd be glad to help you re-categorize multiple transactions at once.

If the transactions were added from the bank feeds, you can undo them from the In Quickbooks tab then modify it.

Here's how:

  1. On the left panel, click Banking.
  2. Click the In QuickBooks tab.
  3. Put a check mark on the transactions you want to undo.
  4. Click the Undo button.
  5. Go back to the For Review tab, and select the transactions you want to modify.
  6. Click the Batch Actions drop down list.
  7. Choose Modify Selected.
  8. Change the Payee, Category, Class and Location.
  9. Click Apply.

To re-categorize multiple expenses at the same time, you can follow these steps:

  1. Click Expenses from the left navigation bar.
  2. Click the boxes of the expenses you'd like to categorize, and click the Batch Actions drop down list.
  3. Select Categorize selected.
  4. Choose the category you want, then Apply.

I've attached a sample screenshot for your reference.

If you have other concerns, don't hesitate to let me know. Thanks.

View solution in original post

31 Comments 31
RenjolynC
QuickBooks Team

Can you recategorize several transactions at once?

Hi bridgesitinc,

I'd be glad to help you re-categorize multiple transactions at once.

If the transactions were added from the bank feeds, you can undo them from the In Quickbooks tab then modify it.

Here's how:

  1. On the left panel, click Banking.
  2. Click the In QuickBooks tab.
  3. Put a check mark on the transactions you want to undo.
  4. Click the Undo button.
  5. Go back to the For Review tab, and select the transactions you want to modify.
  6. Click the Batch Actions drop down list.
  7. Choose Modify Selected.
  8. Change the Payee, Category, Class and Location.
  9. Click Apply.

To re-categorize multiple expenses at the same time, you can follow these steps:

  1. Click Expenses from the left navigation bar.
  2. Click the boxes of the expenses you'd like to categorize, and click the Batch Actions drop down list.
  3. Select Categorize selected.
  4. Choose the category you want, then Apply.

I've attached a sample screenshot for your reference.

If you have other concerns, don't hesitate to let me know. Thanks.

View solution in original post

tonyjbass55
Level 1

Can you recategorize several transactions at once?

QUESTION: This process, over the past few months, has stopped working for me. I can, individually, click the expense allocation dropdown and change it but it does not update to the new expense. I have to open the transaction and change it there and then save it. New version bug, perhaps?
dbro2
Level 1

Can you recategorize several transactions at once?

yes it's not working for me either. Very frustrating!!!

Anonymous
Not applicable

Can you recategorize several transactions at once?

It's nice to see you here today, Tonyjbass55,

 

Thanks for the information you provided. I want to make sure you're able to re-categorize your expense transactions in QuickBooks Online.

 

May I know if you're getting any error messages when trying to update the category using the Batch actions option? Any details about the issue can help us narrow things down.

 

Also, have you tried doing this process using a private window or another web browser? If not, I'd recommend trying that first to isolate if the issue is triggered by too much data in your cache. Here's your guide to open a private/incognito window:

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift N

If you're not getting the same issue, you can resume using the regular window then clear your browser's cache. Please check out this article for the complete instructions with clearing your browsing history: Delete or disable Cache and Temporary Internet Files in your Web Browser

 

Please fill me in with the outcome, Tonyjbass55. You got me here to back you up. Have a good one!

Andreanna
Level 1

Can you recategorize several transactions at once?

Hello,

 I am having the same issue as well with the batch editing not updating the category once I select Apply. I'm currently using Google Chrome and have tried the private browsing suggestion and I'm still having the same issue. I currently have to go into each individual transaction to update the category. Are there any other solutions to resolve this issue?

JanyRoseB
QuickBooks Team

Can you recategorize several transactions at once?

Hello there, Andreanna.

 

Thanks for joining this thread. I'm here to guide you to the right support so you can get the help you need.

 

I appreciate you for taking the time to follow all the instructions provided by my colleague Jen_D just to resolve this issue. Since the issue still persists, I encourage you to get in touch with our Care Support Team. They will be able to create a new investigation for this issue and once it has been open, you’ll be receiving an email notification about the updates and progress of the investigation.

 

You can reach our phone support through this link: Get help with QuickBooks Online.

 

For future reference, you can check this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

Please know that you're always welcome to drop by here in QuickBooks Community if you have any other concerns. I'm always here to help. 

Aymanjax
Level 1

Can you recategorize several transactions at once?

Unfortunately, neither method works if you want to re-categorize expenses for a specific payment method (account). Using the expense transactions doesn't allow you to filter by payment account.

 

For example, if I want to re-categorize all expense transaction in the "meals" account that were paid by "American Express", there's no filter or column that would allow you to choose specifically the list of transactions for that payment method (American Express).

 

If I try to do it by going to the banking section and selecting the American Express to undo the posted transactions, it doesn't allow you to filter by the expense account "Meals" so you have to go transaction by transaction to re-classify them.

 

It is very strange that you can filter by other fields but not by the payment method (bank account).

VivienJ
QuickBooks Team

Can you recategorize several transactions at once?

Hello there, Aymanjax. 

 

Thanks for visiting the Community and elaborating your situation. I'm here to provide some insights into re-categorizing transactions in QuickBooks Online.

 

The Expense page only has five fields you can filter; the Type, Status, Date, Payee, and Category. Though a payment method column is possible, there isn't yet an option to categorize transactions through it. 

 

Here's how to add a payment column:

  1. Go Expense in the left panel, then Expenses.
  2. In the Filter section, select Expenses in the Type field. 
  3. Click the small Gear icon and put a check mark in the Payment method box. 

To use your preferred method, you'll want to continuously open and re-classify them individually from either the Banking page or Expenses section. However, if you opt to use any of the five fields above, you should be able to assign a different category by batch. 

 

Our goal is to ensure that the program remains user-friendly and caters the needs of each business. Your suggestions on how we can improve and make it better can help us achieve it. 

 

Let our product engineers know by going to the Gear icon, then selecting Feedback

 

If you have questions, feel free to let me know by adding a comment below. I'd get back here and help you out. 

Anonymous
Not applicable

Can you recategorize several transactions at once?

Still doesn't work. Customer care has been notified, but no resolution. Very frustrating especially trying to do year-end work

HoneyLynn_G
QuickBooks Team

Can you recategorize several transactions at once?

Hi there, @Anonymous.

 

I appreciate you taking the time to call our support and post here in the Community.

 

I hear you and realize the importance of the option to re-categorize transactions at once be available soon. Sending your feedback is a big help for our engineers to determine the features you want to be added to our product.

 

At this time, I'll do my part and raise this concern to our Product Developers. I advise you to do the same for this request to gather more votes.

 

How do I submit feedback?

 

Let me know if there's anything else I can help you with. I'd be happy to assist you further. Have a good one.

TRprose
Level 1

Can you recategorize several transactions at once?

The problem still persists.  I called customer service and they too indicated that all they can do is raise the issue.   This is particular frustrating as I have many transactions for the same vendor and have to categorize each one individually.  Please resolve this issue, this has been the case since last year. 

GarlynGay
Moderator

Can you recategorize several transactions at once?

Hello TRprose,

 

We appreciate you calling in to get  more updates. While we are still working on fixing it, you can try categorizing each transaction temporarily. 

 

We'll let you know once it's fixed by posting it in this thread. If you need anything else, please let us know. 

codygoodwin
Level 2

Can you recategorize several transactions at once?

January 18, 2018 - "Batch Actions - Categorize Selected" is still not functioning properly, impossible to edit expense category without actually opening the expense via the "View/Edit" button, changing the category, clicking "Save" , waiting for the confirmation, then closing out with the X in the top right. 

 

Needless to say, this is an impossible way to do accounting.

codygoodwin
Level 2

Can you recategorize several transactions at once?

I'm still having this same issue, really need a fix as 2018 is over and would like to wrap up year-end tax stuff.... QUICKBOOKS/INTUIT PLEASE HELP US IT HAS BEEN MONTHS

codygoodwin
Level 2

Can you recategorize several transactions at once?

Categorizing thousands of transactions individually is completely impractical and not why we pay an annual subscription for the QuickBooks software. This should be a fairly simply fix, it's simply a prioritization issue... CAN YOU PLEASE HELP US????

Rasa-LilaM
QuickBooks Team

Can you recategorize several transactions at once?

Hey there, codygoodwin.


Thanks for joining this thread and for letting us know that you’re one of the affected users. I'd like to provide some updates regarding this issue and help point you in the right direction.


We’re aware that some customers are unable to categorize expenses by batch. Our engineers are diligently working towards finding a permanent resolution.


While we are unable to tell when this issue will be resolved, I suggest contacting our phone support and attach your case number to INV-22853. They can add you to our notification list, and you'll receive an email notification once an update is available.

 

Reach out to me directly if you have other questions. I'll get back to make sure you're taken care of.

 

 

farrak01
Level 1

Can you recategorize several transactions at once?

is this for QB Online?

PreciousB
Moderator

Can you recategorize several transactions at once?

Thanks for joining this conversation, farrak01.

 

I'll share some insights with categorizing bank transactions.

 

Yes, this thread is about categorizing downloaded bank transactions in QuickBooks Online. I'm happy to inform you that we have successfully resolved this concern. You should now be able to categorize them by batch.

 

To do so, please follow the detailed steps provided by my colleague RenjolynC. Let me share this article as well for more details about online banking: 

Assign, categorize, edit, and add your downloaded banking transactions.

 

As always, you can check regularly for product updates and feature enhancement through this link: QuickBooks Blog.

 

That should get you on the right track. If you have other questions, I would be happy to answer them. Just post it here as a comment and I'll take a look at it. Enjoy your week.

ataroc
Level 1

Can you recategorize several transactions at once?

Can you recategorized several split transactions at once?  In particular, can you create a rule for the split transaction fees to be the same?  Or, is this a manual process for each individual transaction.

JasroV
QuickBooks Team

Can you recategorize several transactions at once?

Hi there, @ataroc.

 

The option to re-categorized several split transactions in QuickBooks Online (QBO) is not possible. You'll have to manually open and categorize each transaction.

 

And yes, you can create a Rule for the split transaction to be the same. Just make sure when you create a rule it meets all the conditions in the transaction.

 

You can refer to these helpful articles for more information: 

Also, I'm adding these helpful articles that can help guide you in your future tasks: 

Don't hesitate to reach out to us if you have other concerns or queries. I'm always here to help. Take care! 

MaggieGA
Level 1

Can you recategorize several transactions at once?

How do we do this and also include the Customer? Modifying in batch only allows the Payee and Category. Why not customer?? Otherwise, I have to include the customer one-by-one which defeats the purpose of importing batch modification.

 

QBO.PNG

Charies_M
Moderator

Can you recategorize several transactions at once?

Hello there, MaggieGA.

 

I believe you've posted a similar question on a different thread. I'd be glad to inform you that my colleague BettyJane provided an answer for this.

 

Check out this link so you'll be routed to the post: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-home-depot-pro-has-a-fie....

 

Should you have other questions, just let me know. I'd be happy to help you some more.

philipjacobs
Level 2

Can you recategorize several transactions at once?

Does anyone know how to do this for the desktop version?

Tori B
QuickBooks Team

Can you recategorize several transactions at once?

Hey there, @philipjacobs.

 

Thanks for reaching out to Community. I'm happy to assist you.

 

At this time, the only Desktop version you can accomplish this in is the Accountant's edition. 

 

If you currently use QuickBooks Accountant Desktop, here's how:

 

Step 1: Select the fiscal year you want to review

If you haven't yet, set the fiscal year or date range of the transactions you want to check.

 

  1. From the Accountant menu, select Client Data Review.
  2. In the Review Date Range section, select the date range of transactions you want to review.
  3. In the Review Basis section, choose Accrual or Cash.
  4. Click Modify Review.
  5. In the Account Balances section, find Reclassify Transaction. Choose the Status drop-down and then set it to In Progress.
  6. Select Close.

Step 2: Review the transactions

You can now start reviewing your client's transactions.

 

  1. From the Accountant menu, select Client Data Review.
  2. Click Reclassify Transactions.
  3. In the Accounts section, choose the View drop-down. Then, select the account type.
  4. Click an account to view the transactions in the right pane.
  5. In the Transactions sections, choose a name from the Name drop-down.
  6. From the Show transactions drop-down, select what transactions you want to review.
  7. Review the list of transactions.

 

Note: You can't reclassify transactions that use accounts payable or accounts receivable, like invoices and bills. You also can't change the class or account of any transactions like other transactions.

 

Step 3: Reclassify transactions

If you need to correct transactions, you can move them to their account or class. You can also reclassify by account and class at the same time.

 

  1. Select a transaction or Select All.
  2. Click the Account to checkbox to reclassify by account.
  3. Hit the drop-down arrow next to Account to. Then, find the account where you wan to move the transactions.
  4. Select the Class to checkbox to reclassify by class.
  5. Click the drop-down arrow next to Class. Then, choose a new class for the transactions.
  6. Select Reclassify.

That's all there is to it. If you have any more questions or concerns, feel free to reach back out. Take care!

 

 

 

 

 

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