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L
LX Team
December 7, 2022
Question

Transaction issues

  • December 7, 2022
  • 1 reply
  • 2 views

Can anyone please help with category assignment and export. Specifically can you export and then import past transactions to override the following information held in QB
-- Overriding categories
-- Adding tags

 

 

 

 

1 reply

G
GeorgiaC
Level 13
December 7, 2022

Hi LX Team, it's not possible to export and import transactions to override these fields - you would need to manually edit the transaction in QuickBooks to change this. If you have an accountant linked to your QuickBooks, they can instead use the reclassify transactions tool to batch-change the account, but not to add tags.

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