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Level 1

How to add multiple transactions to Customer Project at once?

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!

1 Comment
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QuickBooks Team

How to add multiple transactions to Customer Project at once?

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

 

Here's how:

  1. Click Banking.
  2. Go to the Banking tab.
  3. Select the transaction.
  4. Select the project, then category.
  5. 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.