Skip to main content
How to Bulk Edit Transaction Categories
Updated over a week ago

To edit the categories and reporting fields of your transactions in one go, follow the steps by steps below:

  1. Go to Transactions page under Overview

  2. Select the relevant transactions and click on Edit

    197-1-

  3. Edit the relevant details. In this section, you can change the categories and fill out the reporting fields that have been set by your business.

    198-1-

  4. Once done, click Save and Yes, Update

    202-1-

Now your transaction detail has been updated!

Notes: You can only select a maximum of 40 transactions at a time when editing your transactions in-bulk.

Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.

Did this answer your question?