Bulk editing
Bulk Editing allows bookkeepers to edit transactions all at once.
Think of this like the QuickBooks Accountant Reclassify Transactions tool, but it also allows you to edit Payees and filter and sort by any property of that transaction.
How to edit transactions in bulk
Use the selector on the left side of the transactions to "check" specific transactions
Make changes in the bulk editor as needed
Asking transaction questions in bulk
Use the selector on the left side of the transactions to "check" specific transactions
Toggle to the Add to Client Questions tab
Add your questions
