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Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Bulk Edit Transactions How do I edit multiple transactions at once? Labels: QuickBooks Online. Reply Join the conversation. Level QuickBooks Team. Bulk Edit Transactions Hello there, zechdc. Go to the Banking menu. Select your bank account and click the Categorized tab.

Choose the affected transactions and click the Undo button. Go to the For Review tab and select the transactions that should have the same category. You'll have to select the transactions from the same payee.

Click the Update button. Click Apply or Apply and accept. Bulk Edit Transactions Had a hard time finding the sign up form to create a new "Quickbooks Accountant" account. For example, if my email is [email address removed], I can sign up with an email like [email address removed]. Then I was able to reclassify while logged into my new Accountant account by following these instructions For my case, using Synder, they create a single customer account called "Square customer" for all cash transactions.

This made it easy to filter by all transactions with that customer. Here's how you can contact them: Click the? Help button. Enter, Talk to a human. Enter a brief description of your concerns. Select I still need a human. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for.

Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Labels: QuickBooks Desktop. You can customize your columns to add " Class " in the Enter Batch Transactions screen. In order for the " Class " to remain associated with an item on a transaction, the item must be selected prior to selecting the class.

This applies to all forms and transaction entries. If a " Class " is selected prior to an Item, the "Class " will be removed when the Item is selected. Visit the Intuit Markeplace for a third party application that can remove your unwanted transactions at once. If you are trying to remove all your transactions, see Remove all transactions using Condense Data Utility for detailed instructions. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users.


How to Edit Multiple Transactions in QuickBooks Desktop.

  If you have a lot of transactions that you want to edit multiple transactions in QuickBooks Desktop? Yes, you're correct the option to edit multiple transactions at the same time is available for QuickBooks Desktop for Accountants. Click Accountant's Copy and then Client Activities. The basic data for each transaction stays intact when you reclassify. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.    

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