Bulk update the accounts of your transactions in two simple steps
18th Feb 2020
Brought to you by
Share this content
After introducing Budgets in Zoho Books, we are back with yet another feature to help accountants stay audit-ready by fixing incorrect transactions in a matter of seconds.
We’ll get into the details in a bit, but first, let’s take a look at some of the common reasons for an accountant to change the accounts of transactions.
Typically, when accountants face these situations, they have to change the accounts of individual transactions, one at a time. Finding these transactions and changing them individually can be quite tiresome, especially if they’re spread out over a significant period of time.
Well, not anymore. The new bulk update feature in Zoho Books can help accountants find these transactions and change their accounts quickly and easily.
Now let’s learn how you can switch the account of multiple transactions in Zoho Books with no trouble.
Filter the Transactions You Choose
Finding the transactions whose accounts have to be changed can take up a lot of valuable time, so Zoho Books offers you a range of filters to help you identify them quickly. You can filter your transactions based on the account or contact they have been associated with, their date range, or their total amount range.
After running a filter, you will also be able to select from the filtered transactions to narrow down your target.
Change the Accounts of Filtered Transactions
Once the transactions have been filtered, all you have to do is to select a new account for the selected transactions.
Once you select a new account, all the transactions you chose will be updated. It’s all done with a smooth, easy-to-use interface, saving you time and trouble.
Head over to our help document to learn more about updating accounts for your business transactions, or contact us for dedicated assistance.