Bulk edit transactions in Q Mac

sitzmanmd

I want to bulk edit the Categories of multiple transactions such as this one:
Mobile Deposit : Ref Number :614040512761.
The Payees all have different 12 digit numbers after "Ref Number : I think I am following the Help directions, but only one transaction changes at a time. After selecting all associated transactions "File>Get Info" is no longer highlighted. What do I do?

sitzmanmd

Here are the steps and their results:

Starting with a typical transaction: e.g. Payee: MOBILE DEPOSIT :REF NUMBER 211200930607, and Category: Refund). Eligible transactions will all have the same payee except for different 12 digit numbers, and will all have the same Category. At this point File>Get Info is highlighted.

1. In the sidebar select All Transactions
2. Click in the Search field
3. Select the option Category
4. Type Refund (the category to be replaced)
5. Select all transactions associated with the category Refund

File>Get Info is now grayed out, no longer highlighted.

The Transactions Info window appears.

6. In the Category field, enter the new Category: Return Credit, and click OK
7. Delete the Category Refund

The Transactions Info window closes. Only one transaction has been changed, the starting one.

sitzmanmd

As far as I can tell, the Transaction Info window appears after File>GetInfo becomes grayed out. File>GetInfo is highlighted only when I begin, when I have started to work with the first—the typical—transaction.

I have not de-selected the multi-selected transactions and there are no split transactions.

I am puzzled by the instruction in Help that says "4. Select all these transactions." After typing "Refund" in the Search field, every transaction in the register becomes highlighted, including those without the Category "Return Credit," and Get.Info becomes grayed out. I have not actually selected anything. How do I select the appropriate transactions without selecting everything in the register?

Would you be able to list the steps exactly as you would do them?