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Bulk editing

Edit multiple transactions at once

Updated over a week ago

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

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