Making bulk changes to multiple items at once

  • Updated

In this article, you will learn how to quickly and easily make changes to multiple items at the same time using bulk changes.

With bulk changes, you can quickly:

  • Adjust item price or cost
  • Change item category
  • Disable or enable items
  • Modify item taxability
  • Update inventory status
  • Update item type

How to make bulk changes to items

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job settings, select Items & products
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  3. Select all of the items you want to make changes to
  4. Select the bulk action you want to perform:
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    1. Adjust price or cost: Enter a positive number to increase or negative number to decrease the existing price or cost of an item based on a dollar amount or percentage
    2. Change category: Choose the new category that these items now fall under
    3. Update item status: Enable or disable items
    4. Modify taxability: Add or remove an item’s taxable status
    5. Update inventory status: Enable or disable items as trackable inventory items
    6. Update item type: Choose the new item type that these items now fall under (e.g., product, service, hours, expense)
  5. Select Save and confirm your changes

It may take a few seconds for the bulk changes to take place. Once the process is complete, you will be prompted to reload the page so that your changes are reflected on the screen.

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