Change the Category for Multiple Expense Entries

The expense category can be changed for multiple expense entries at the same time by filtering or selecting entries in the Expenses list and applying a new category, allowing expense records to be corrected or reorganized without editing each entry individually.

 From the sidebar navigation, selectBusiness Tools, then Expenses.

1. Locate the entries using the search box, Advanced Search, or filters. To access the quick filters, from the toolbar, select the filter button then choose Filter.
2. By default, entries from the current year are displayed. If necessary, from the Date Range drop-down, select All or another option. Apply any additional filter options to filter by Payee, Amount, Check #, Category, or Exclude Units.
3. Select the checkbox next to the entries you want to update.
4. From the toolbar, select the edit buttonthen choose Change Category.
5. From the Change Category pop-up, select the new category, then select OK.
6. Select Yes to confirm.

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Additional Information:

• Find and Edit or Delete an Expense Entry