New transaction bulk actions for speedier bookkeeping

Our updated bulk operations allow for more transaction elements, so you can get everything sorted and get back to the stuff that really matters. Below, we’ll go through how to perform each type of bulk action to get you organizing your transactions in a flash!

Bulk Categorization

In your business, you'll likely have several transactions that fall under the same category. Rather than work on them one by one, use the left-hand checkbox to select all transactions that fall into the same category and then select that category from the drop-down menu. Hit Apply at the bottom, and see your transactions categorize automatically! 

Bulk Tax Application

Select Tax as the type of bulk action from the drop-down menu, then select the applicable tax for these transactions. As mentioned above, you can also organize by tax type and category at the same time. Clicking the plus sign will add another tax or category row. You can also use the tax option to remove all existing taxes for the selected transactions!

Keep in mind that you can add multiple taxes, as applicable, but remember that transactions can only belong to one category. 

Bulk Account Edit

Did you ensure that these transactions are in the right account? If not, you can edit the account to ensure they're accurately recorded, and can be reconciled. Select Account from the drop down to select a new Bank or Credit Card account for these transactions.

Bulk Review

Reviewing transactions is like marking them off your to-do list. Review multiple transactions at once by checking the box next to Mark selected transactions as reviewed. You can do this in addition to the other bulk actions described above, and be even more efficient! 

Bulk Delete

Select the transactions you want to remove and click the trashcan icon. 

Remember, once you delete transactions you can’t get them back, so be sure you’ve selected the right ones and are absolutely positive you want to delete them. 

This article has been shortened and formatted to display in a small window. Read the full article in our Help Center.

Was this article helpful?
14 out of 28 found this helpful