Categorize Transactions in Bulk
When multiple transactions share the same category — such as recurring payments to the same vendor — bulk categorization lets you assign them all at once instead of one by one.
Steps
- Go to your client's Transactions page
- Check the checkbox on the left of each transaction you want to categorize together
- Click More on the actions panel at the top → Categorize
- Select the appropriate account from the Chart of Accounts
- The transaction is updated and posted automatically
💡 Tip: Bulk categorization pairs especially well with filters. Filter by vendor or description first to isolate a group of similar transactions, then select all and categorize in one go — a significant time saver during month-end close.
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