How to Edit or Delete Transactions in Bulk

Although Quant has been designed to reduce user error as much as possible, it’s not completely infallible. So we have implemented a bulk editing tool that allows users to edit or delete multiple transactions with just a few clicks.

What can be edited in bulk?

All transactions can be edited in bulk, but only certain entries can be edited depending on the type of transactions selected. You can bulk edit the date, bank account (if applicable), type of transaction, the category, description and tax code. You cannot bulk edit the amount as multiple transactions will likely have different amounts.

To give yourself the most editing options it is better to edit one type of transaction at a time, customer invoices for example, rather than mixing transaction types.

How to bulk edit transactions

Firstly, you will need to locate a list of the transactions you would like to edit. Go to View Transactions > Advanced Filter. Filter down to the transactions you want to change, check them and then click ‘Edit Checked’ as follows:

In the example below, we are editing the category for a few customer invoices at once. We are changing the category from ‘Postage’ to ‘Stationery’. As you can see in the example, only the category is changed here. The other entries are left blank as they are not being changed.

How to delete multiple transactions

As in the above steps, filter down your transactions to show the ones you would like to delete. Then check the relevant transactions before clicking ‘Delete Checked’. Please note, if you are trying to delete invoices with credit notes and/or payments attached to them then you may need to delete these first before the invoices can be deleted. This is to protect the integrity of your data.