Drake Accounting - Bank Reconciliation - Batch Type Change

To mark multiple transactions as a certain type, follow the steps below.

1. Go to Accounting > Bank Reconciliation.

2. Enter or import your bank transactions.

3. Highlight all transactions that you wish to change by holding down the control key and left-clicking, or by holding down the left-mouse button and dragging the pointer down to select all appropriate transactions.

   

4. Click the Type drop list to bring up a selection and pick the reconciled type you wish to assign to it.

   

5. All highlighted transactions will now be marked as the indicated type.

   • Posted transactions have a P in front of the Row ID.

See Bank Reconciliation for a demonstration of this process.