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msquicktrick
Level 1

I have multiple charges in the wrong category. Is there a way to change them in bulk to the correct category for expenses in QBO?

 
3 Comments 3
Candice C
QuickBooks Team

I have multiple charges in the wrong category. Is there a way to change them in bulk to the correct category for expenses in QBO?

Good afternoon, @msquicktrick

 

Welcome to the Community! I can help you change these categories in bulk on particular charges. 

 

Yes, you can change the category on multiple charges in a bulk. Here's how: 

 

  1. Go to the Banking tab on the left-hand menu. 
  2. In the "For review" section of the account, put a check beside each transaction that you'd like to edit. 
  3. Hit the Update button. 

 

 

       4. In the Category field, choose the correct category for the transactions. 

       5. Tap Apply and accept when you're done. 

 

 

It's that easy! 

 

This should do the trick when updating categorizes. If you need any more assistance, just let us know. Happy Tuesday! 

Achdovi
Level 1

I have multiple charges in the wrong category. Is there a way to change them in bulk to the correct category for expenses in QBO?

How can i do the same in QBD?

GenmarieM
QuickBooks Team

I have multiple charges in the wrong category. Is there a way to change them in bulk to the correct category for expenses in QBO?

Welcome to the Community, @Achdovi.

 

Let me share some insights about categorizing transactions by bulk in your QuickBooks Desktop. 

 

Currently, adding or changing categories by bulk is unavailable in QBDT. You need to add or modify them manually or one at a time. To do so, you can contact your accountant as they're the only ones who can categorize transactions in bulk. 

 

Moreover, I'm adding this helpful article as a guide on how your accountant can modify your transactions: Accountant tools: Reclassify your client's transactions.

 

Let me know if you have further questions about categorizing or any QuickBooks-related concerns by dropping a reply below. I'll be here to lend a helping hand.

 

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