How to add multiple transactions to Customer Project at once?

Rldonaldson · ‎April 13, 2020

Hello,

I am adding transactions in from my bank feed, and would like to know if there is a way to easily assign multiple expenses from my bank feed to a specific project/customer, instead of having to click on each one separately and assigning them to a tag or project name?

Thanks for your help!

Kristine Mae · ‎April 13, 2020

You'll have to assign each transaction to a project/customer separately, Rldonaldson.

Here's how:

Click Banking.
Go to the Banking tab.
Select the transaction.
Select the project, then category.
Click Add or Match.

I'll add the reference on how to assign, categorise, edit, and add your downloaded banking transactions for more information.

If you have other questions, please feel free to leave a comment below.

16dHawaii · ‎February 19, 2021

this only adds with no intermediate step or prompt to choose project

I want to check the box on mulitple transactions in register view and [click button or something] and be prompted with bulk edit (category, PROJECT, etc) options

SO THAT

all checked transactions are bulk edited with the updated information.

JessT · ‎February 19, 2021

Thank you for joining the thread, 16dHawaii.

Currently, we can only assign transactions to projects one by one. Having an option to do this in batches is a great idea though. I'll take note of this suggestion to be considered in future updates.

You can check out this article for your reference: Set up and create projects in QuickBooks Online. Then, go to Steps 4 and 5 for the details about adding existing transactions to projects.

If you have further questions about the Projects, please let us know by commenting below. Our team is always here ready to help you.