Use bulk actions to update transactions

You can only use bulk actions on transactions in the web browser version of waveapps.com.

Bulk actions allow you to manage multiple transactions at once. With bulk actions, you can review, delete, categorize, apply taxes, apply tags, or edit the accounts of all selected transactions at a time. If taking a bulk action will affect transactions in a reconciled period, a warning pop-up will appear. Learn how to fix an unreconciled period.

Bulk review transactions

Bulk delete transactions

Bulk add or remove tags on transactions

Bulk edit transactions

Bulk review transactions

To mark more than one transaction as reviewed at a time:

1. Open the Transactions page.
2. Select the checkbox to the left of the transactions you want to review.
3. Click the checkmark at the top of the transaction list.
4. In the pop-up, click Done.

To bulk review your transactions while you’re bulk editing them, in the pop-up edit window, select the checkbox next to Mark selected transactions as reviewed in the pop-up window.

Bulk delete transactions

To delete more than one transaction at a time:

1. Open the Transactions page.
2. Select the checkbox to the left of the transactions you want to delete.
3. Click the trashcan icon of the transaction list.
4. If you see a pop-up, click the checkbox next to stand-alone transactions, invoice payment transactions, or both.
5. Click Delete.

Once a transaction has been deleted, it can’t be recovered.

Bulk add or remove tags on transactions

To add a tag to more than one transaction at a time:

1. Open the Transactions page.
2. Select the checkbox to the left of each transaction you want to apply a tag to.
3. Select the tag symbol at the top of the transaction list.
4. In the pop-up window, select your tags from the dropdown menu. You can add more than one tag to your transactions.
5. Click Apply, then click Done.

Transactions that are split or are linked to an invoice cannot be tagged.

To remove tags from more than one transaction at a time:

1. Open the Transactions page.
2. Select the checkbox to the left of each transaction you want to remove a tag from.
3. Select the tag symbol at the top of the transaction list.
4. To delete all tags on the transactions, click Clear tags, then click Confirm. To remove only certain tags, click the X next to the tag's name.

Bulk edit transactions

There are 3 bulk edits you can make on transactions: categorize, apply sales tax, and change the account. To edit more than one transaction at once:

1. Open the Transactions page.
2. Select the checkbox to the left of each transaction you want to edit to the same account.
3. Click the pencil icon at the top of the transaction list.
4. In the pop-up, in the Edit field, select Category, Sales Tax, or Account.
5. For the Change to field, click the option to change your transactions to.
6. To add another bulk edit to the selected transactions, click Add another bulk edit and select the next edit from the dropdown.
7. Click Apply.