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kara1
Level 1

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

 
7 Comments 7
Mark_R
QuickBooks Team

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

Hello @kara1,

 

I'll be glad to help you update multiple expenses by utilizing the Batch action feature.

 

You can go to the Expenses menu and change the category from there. Here's how:

  1. From the left menu, click Expenses.
  2. Select all expenses you're trying to edit.
  3. Click Batch actions, then choose Categorize selected.
  4. Click the drop-down arrow and choose the right account.
  5. Click Apply.

I have some screenshots below that'll guide you through the steps.

Please feel free to read this article for your reference: How to Enter, Edit, or Delete Expenses.

 

Then, you can also change the category from your downloaded expenses from online banking. Let me show you how.

  1. On the left panel, click Banking.
  2. Select all expenses you're trying to edit.
  3. Click Batch actions, then choose Modify Selected.
  4. Under Category, click the drop-down arrow and choose the right account.
  5. Click Apply.

For your future reference, you can also read this article about categorizing transactions: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Also, you can add bank rules to automatically categorize transactions in your downloaded banking transactions. You can read this article for more information: How to Set and Use Banking Rules for Downloaded Transactions.

 

Don't hesitate to leave a comment below if you have any other concerns.

Lovelyn_M
Level 1

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

The "CATEGORIZE SELECTED" was disabled on my end. Is there a reason why? Anybody experienced this?

Candice C
QuickBooks Team

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

Good evening, @Lovelyn_M

 

Congrats on making your first post here in the Community. I appreciate you hopping on this thread. 

 

To clarify, is the option not there or is it greyed out? 

 

If it's greyed out, all you need to do is check the box on each transaction you need to perform the Categorize Selected action on and then press the option. 

 

I hope this does the trick. If not, please come back and we will help you find a solution to this. I'll be waiting for your response! 

Lovelyn_M
Level 1

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

Hi Candice,

 

It was greyed out. 

I was able to do it, thanks for your help.

Bryan_M
QuickBooks Team

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

Hey there, @Lovelyn_M.

It's good to hear that you're able to fix your issue about the Categorized Selected action being greyed out. 

If you have any additional inquiries concerning vendors or other issues, you are more than welcome to post them in the Community. Enjoy your day ahead!

CarSmart
Level 1

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

I am in using Online and have the transactions selected but still cannot change category under batch actions or just line by line. I have 2 QB online accounts and its this way on just this profile. Not sure if something needs to be turned on. I am the ADMIN on all accountsQB not showing Category.JPG

Archie_B
QuickBooks Team

I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

Good day, CarSmart

 

Allow me to help and make sure you're able to change category for your vendor transactions in QuickBooks Online.

 

Using the Batch action feature, you can quickly assign or change a category for multiple transactions. To modify the category of multiple vendor entries, you need to check and make sure you only selected the right transactions. 

 

 

Otherwise, if you try to select all transactions, the option to Categorize selected for Batch action will be grayed out and you won't be able to change the category.

 

I've added these articles learn more and guide you in managing vendor transactions:

 

 

If the issue persists and you still can't change or assign a category, we can perform troubleshooting steps to check for any underlying browser issues.

 

Let's start by signing in to your QuickBooks Online account in a private/incognito window. Use these keyboard shortcuts based on the browser you're using:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If you're able to use the batch action feature and successfully categorize the vendor transactions, then that's good. You can go back to your regular browsing window and clear it's cache. This will remove outdate and corrupted internet files that can cause browsing issues.

 

Alternatively, you can check and use other supported browsers that works best with QuickBooks Online.

 

Let me know if you still need further assistance or have other concern regarding vendor transactions. I'll get back to you as soon as I can. Keep safe!

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