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August 13, 2022
Question

Can I batch action closed transactions and assign missing "property"?

  • August 13, 2022
  • 1 reply
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1 reply

August 13, 2022

You can only edit transactions individually, kevintwells.

 

You'll have the option to invite an accountant to reclassify the transactions by batch. Let me guide you on how:

 

  1. Go to Settings and select Manage users.
  2. Select the Accounting firms tab.
  3. Select Invite.
  4. Enter your accountant's info and select Save.

 

Your accountant will receive an email with a link for signing in to your company. Accountants have the advantage to undo reconciliations, reclassify, and write off invoices.

 

For additional reference on finding transactions and editing them, check here.

 

You can also visit our Help page if you need help with other tasks in QBO. There are articles you can browse for tips and topics for specific concerns.

 

Know that you can visit the Community anytime. We're always ready to help.