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Level 1

Edit multiple Account transactions

Hello All,

I  have posted a lot of transactions in the wrong P&L accounts. It will take me several weeks to take them into their correct accounts. Is there an easier alternative of correcting these transactions In bulk to the desired accounts?

Many thanks in advance,

Kind regards,  

1 Comment
QuickBooks Team

I got the options to help you re-categorize your transact...

I got the options to help you re-categorize your transactions, nyagafc.

If they are from the Banking screen, just undo them. Then, re-categorize and add them back to your bank account. Here’s how:

  1. Go to Banking and choose the Banking page.
  2. Select your bank account and click the In QuickBooks tab.
  3. Select 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 only want to select the transactions from the same payee.
  5. Click on Batch Actions, and choose Modify Selected.
  6. Choose a Payee and a Category.
  7. Click Apply.

For expenses, you can categorize them in the Expenses section.

  1. Go to Expenses and choose the Expenses tab.
  2. Select the expenses that can be categorized in batch under the same account. They are the ones with categories placed in a box with a down arrow.
  3. Click Batch Actions and choose Categorize Selected.
  4. Choose an account and click Apply.

If you use product items, you change the account of the item. Then, select the option that says Also update this account in historical transactions. Please see the screenshot.

If you have other questions, feel free to comment down below.