Bulk Update
Using bulk update, you can filter multiple transactions such as credit notes, purchase orders, expenses, bills and vendor credits and update the accounts they are associated with a new account.
Scenario: The finance team reviews all the transactions in their accounts before the annual audit. The members in the organization had mistakenly recorded a few consultant charges under the Advertising and Marketing account instead of recoding them under the Consultant Expense account. Updating each transaction manually could be difficult and would take a while. They then use the bulk update feature in Zoho Books to update multiple transactions at once and submit their accounts in time for the audit.
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Filter Transactions and Update Accounts
You can filter the transactions based on your criteria and update the accounts for multiple transactions in bulk. Here’s how:
- Go to Accountant > Bulk Update.
- Click Filter and Bulk Update.
Field | Description |
---|---|
Account | Select the account that needs to be filtered. |
Contact | Select the contact to narrow down your search. |
Date Range | Specify a start date and end date. |
Total Amount Range | Enter the amount range of the transactions which you are looking for. |
- Click Search and based on the criteria you’ve set, the list of transactions will be displayed.
Pro Tip: You can search for transactions that have been associated with inactive accounts as well.
- Select the transactions that have to be updated and click Update.
- Select the new account from the dropdown.
- Click Replace.
These are the list of accounts that will not be filtered:
- Accounts receivable and Accounts payable
- Unearned revenue and retained earnings.
- Fixed accounts and inventory tracked.
- Bank accounts.
Warning: You will not be able to undo a bulk update. Since bulk-updating accounts in transactions cause significant changes to your financial data, it is generally recommended that you do this with the assistance of an accountant.
Note: Only a maximum of 50 transactions can be updated at a time and transactions that have been filed cannot be updated.
Bulk Update History
To view the list of bulk updates you’ve done,
- Go to Accountant > Bulk Update.
Here, you will be able to view the status and the details of your on-going and previous bulk updates.
To view the specifics of your bulk update such as the date, description and status,
- Go to Accountant > Bulk Update.
- Click a bulk-update to view the details.