## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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.

## 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**.

![Enable Recurring Journals](/uk/books/help/images/accountant/filter-and-bulk-button.png)

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.

![Enable Recurring Journals](/uk/books/help/images/accountant/bulk-update-contacts.png)

*   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.

![Enable Recurring Journals](/uk/books/help/images/accountant/bulk-update-update.png)

**Note:** Only a maximum of 50 transactions can be updated at a time and transactions that have been filed cannot be updated.

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## 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.

![Enable Recurring Journals](/uk/books/help/images/accountant/bulk-history.png)

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.

![Enable Recurring Journals](/uk/books/help/images/accountant/last-update-history.png)

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