How to bulk categorize in QuickBooks from the bank feed

For expense transactions:

  1. Select Expenses from the sidebar menu.

  2. Tick the checkboxes of the transactions you'd like to categorize.

  3. Click the Batch Actions drop-down list, then select Categorize selected.

  4. Choose the appropriate category, then hit Apply.

For online banking transactions:

  1. Select Banking or Transactions from the sidebar menu.

  2. Go to the Banking tab, choose the appropriate bank account.

  3. Select the For review tab, then tick the checkboxes of the transactions you'd like to categorize.

  4. Click the Update button, then select the correct category from the drop-down menu.

  5. When you're done, hit Apply or Apply and accept.

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