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February 8, 2024
Question

Can I reclassify or move multiple transactions?

  • February 8, 2024
  • 1 reply
  • 0 views
I need to move a vendor to different expense in a multiple transaction to avoid doing one by one.

1 reply

Tori B
February 8, 2024

Good morning, @Online2021.

 

Thanks for reaching out. I hope you're having a great day so far. 

 

To clarify, do you currently have QuickBooks Online Advance or QuickBooks Online Accountant? If so, you can use the reclassify tool to save time and make the same change to multiple transactions at once. I'm including some steps to walk you through this process below. 

 

In QuickBooks Online Accountant:

  1. Open your client’s QuickBooks Online company.
  2. Select the Accountant Tools, then Reclassify transactions.
     

In QuickBooks Online Advanced:

  1. Open your QuickBooks Online account.
  2.  Click on the Gear Icon, then Reclassify transactions.

 

Once the tool is open, here's what you'll do next: 

 

  1. From the Account types dropdown menu, select Profit and Loss to see income and expense accounts. Or choose Balance Sheet to see your asset, liability, and equity accounts.
  2. From the Account list, select the account with the transactions you want to change.
  3. Use these type, class, customer/vendor, and modify filters to filter the list. 
  4. Click on Find transactions.
  5. Tap the checkbox for each transaction you want to change.
  6. Select Reclassify.
  7. Choose a new account to move the transactions to from the Change account to dropdown, a new class from Change class to dropdown, or a new location from the Change location to dropdown.
  8. When you’re ready, hit Apply.

Please keep in mind: Before you move transactions to Accounts Receivable or Accounts payable, make sure there's a customer or vendor. Don’t leave these fields blank.

 

That should do the trick. For additional details about this process, check out Reclassify or move multiple transactions.

 

However, if you do not have QuickBooks Online Advanced or Accountant, you'll need to process each transaction one by one. 

 

Don't hesitate to let me know if there is anything else I can assist you with. I'm happy to help. Take care!