How to bulk categorize transactions

Bulk operations allow you to quickly organize multiple transactions at once, 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

This is exactly what it sounds like: categorize multiple transactions at once! 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, click Edit and then select that category from the drop-down menu. Hit Apply at the bottom, and see your transactions categorize automatically!

NEW! Bulk Tax Application

Did you pay or receive the same type of sales tax on these transactions, as well? Now you can bulk organize by tax and category at the same time.

Select Tax as the type of bulk action from the drop-down menu, then select the applicable sales tax for these transactions. As mentioned above, you can also organize by sales 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 sales taxes for the selected transactions!

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

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, and then select the checkmark icon at the top of the page. 

While performing other actions like bulk categorization, you'll also have the ability to review multiple transactions at once within the bulk actions menu.

Bulk Delete

Did you accidentally add some personal transactions to your business checking account? If you need to delete several transactions, bulk delete to the rescue! Select the transactions you want to remove and click the Delete button.