Question

I want to change the Class on multiple transactions instead of plowing through each individual transaction?

Forum|Forum|7 years ago
December 15, 2018
3 replies
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Original commenter did not share additional details

QuickBooks Online

Welcome to the Community. I'd be happy to help share some information about changing class on multiple transactions in batch.

If you're referring to the downloaded transactions from your bank, yes you can change the class assignment to multiple transactions in bulk. Please take note that the Class field is only available if you have set up classes on the Account Settings.

Here's how to change it on the banking page:

On the left pane, select Banking.
On the top left, select the Banking tab.
Select the bank.
Select the For Review tab.
Check the boxes for each transaction you want to edit.
From the Batch actions drop-down menu, select Modify Selected.
Use the fields in the Modify Selected dialog to specify the Class.
Select Apply.

The specified information is applied to all of the selected transactions.

However, if they are already matched or added, or if there are existing entries that were manually created you'll have to go back to each transaction and change the class.

Also, I’ll be sure to share your thoughts about this option to our engineers. You might also want to send your suggestions straight to our Product Developers.

It will help us not only improve the product but also will help us know what works best for you. Just click on the Gear icon and choose Feedback. For additional help, feel free to reach out to our Phone Support. They have the tools that can help you get to a resolution quickly.

That should do it. Feel free to leave a comment below if you have any other questions about changing the class in QuickBooks Online. I'll be happy to help you out.

L

landlawyer

I have QuickBooks Desktop Pro 2018. The only options available on the Batch Actions are Add/Approve and Ignore. The modify option doesn't seem to be there. Am I missing something?

R

Rasa-LilaM

Thanks for joining this thread, max123.

Allow me to chime in and point you in the right direction on how perform this process.

To help me get on the same page, are you trying to add a class for the downloaded transactions? If yes, you’ll have to select the Add More Details option to do this task.

Here's how:

At the top menu bar, go to the Banking tab.
Select Bank Feeds, then choose Bank Feeds Center.
On the left panel, click on the account you’re working on.
Click on the Transaction List located in the lower right hand.
Mark the transaction you want to add a class.
Under the Action column, click on the drop-down and choose Add More Details.
From there, click on the drop-down for Class and select the right one.
Click on Add to QuickBooks.

You’ll have to follow the same steps for the other data you want to classify. Just as a heads up, you can only add classes by batch if you’re using the QuickBooks Accountant and QuickBooks Enterprise Solutions versions.

This steps should get you pointed in the right direction.

If you’re referring to other processes, I appreciate any details you can provide to help me get on the same page. Thanks in advance. I’ll be on a look out for your response.

vpcontroller

Currently, in QBO, there is no way to change the CLASS category on multiple transactions at once if they are already in the ledger. Unfortunately, you will need to change the class transaction one at a time.

You may also want to check with your Accountant. With QBO Accountant version, it comes with Accountant Toolbox feature which can reclassify class for certain expense transactions in bulk.

vpcontroller

This batch transactions Class Reclassify feature is already available in the QBO Accountant version. I don't understand why it's still not available in the Plus plan and Advanced plan.

B

Bizguy

Is this available in QB Online?! I need this

J

Joshua R

Good afternoon, @JLH_JAX.

Glad to have you back in the Community.

The option to change the class on multiple transactions isn't currently available in QuickBooks Desktop.

I'm happy to submit feedback for you to our product engineers for a possible change in future updates.

Thank you for reaching out! If you have any other questions, I'm only a reply away.

K

Kodjigger

This is totally ridiculous. Freshbooks has this feature. If you import a CSV it allows you to add a category to multiple transactions. So in excel you can filter transactions then add a category and import it. The fact that you guys have this feature and are holding back is a terrible strategy. I am switching to Freshbooks unless you 1: lower your price, and 2: quit holding back on features so that we have to upgrade.

AlcaeusF

Hey there, @Kodjigger.

I can see how being able to batch add a category to multiple transactions is beneficial to your business. While it's unavailable, I can pass along another feature request on my end to ensure it'll reach our product engineers.

Your voice is important to us, and we take your suggestion as an opportunity to improve this area of the product. Our priority is to make the QuickBooks product the go-to software for business owners.

In the meantime, I suggest visiting the Firm of the Future website to stay updated with new features and options. It also contains product news about any changes.

Please leave a comment below if you have any other questions or concerns. I’m here ready to assist further. Have a good one.

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