11/4/2020 Reclassify or move multiple transactions at once

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QuickBooksHelp EMPL Intuit October 16, 2019 02:42 PM

Reclassify or move multiple

transactions at once
Learn how to use the reclassify transactions tool to batch edit transactions for
your client.
Need to change multiple transactions or move them to a different account? In
QuickBooks Online Accountant, you don’t have to edit them one at a time. Use
the reclassify tool to save time and make the same change to multiple
transactions at once.
Learn about types of transactions you can’t move
Step 1: Find the transactions you want to reclassify
If you know what transactions you need to change, you can skip this step.
You can go into your client's QuickBooks Online company and run a report
filter for specific transactions and dates.
1. Open your client's QuickBooks Online company.
2. Select the Accountant Tools and then Report options.
3. Set the dates for the report.

Step 2: Reclassify and move transactions

Use the reclassify tool to move transactions to similar accounts or change their
classes. You can also reclassify accounts, classes, and sales tax codes.
1. Open your client’s QuickBooks Online company.
2. Select the Accountant Tools and then Reclassify Transactions.
3. From the Account types drop-down menu, select Profit and Loss to see
income and expense accounts. Or select Balance Sheet to see your asset,
liability, and equity accounts.

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11/4/2020 Reclassify or move multiple transactions at once

4. From the Account list, select the account with the transactions you want to
change.
5. Use these type, class, customer/supplier, and modify filters to filter the
list. Tip: You can also select Accrual to see all paid and unpaid transactions
or Cash to see only paid transactions.
6. Select Find Transactions.
7. Select the checkbox for each transaction you want to change.
Important: Before you move transactions to Accounts Receivable or
Accounts payable, make sure there's a customer or supplier. Don’t
leave these fields blank.
8. Select Reclassify.
9. Select a new account to move the transactions to from the Change
account to dropdown, or a new class from Change class to dropdown.
10. When you’re ready, select Apply.

Tip: You can also use the reclassify tool for your firm's transactions in
QuickBooks Online Accountant. When you're on your firm's
page, select Accountant Tools and Reclassify Transactions.
Reclassify by location
Reclassify Transactions FAQ

QuickBooks Accountant Online - India

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