Reclassify or move multiple transactions at once

You're in the right place, @bsbrister!

Yes, we're able to reclassify transactions in batch with QuickBooks Online Accountant. All you need to do is use the Reclassify transactions feature from the Accountant Tools. I'm here to share with you how.

1. Open your client’s QuickBooks Online company, then go to the Accountant Tools (briefcase) icon and select Reclassify Transactions.
2. 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.
3. From the Account list, select the account with the transactions you want to change.
4. Use these filters:
   • Type: Filter by transaction type.
   • Class: Filter by transactions under a Class or no class. If it’s not available, turn on class tracking.
   • Customer/vendor: Filter for a specific customer or vendor.
   • Modify: Filter by transactions that you can modify.
5. Click Find Transactions.
6. Select the box for each transaction you want to change. Then pick Reclassify.
7. Choose a new account to move the transactions to or a new class from the drop-downs.
8. When you’re ready, select Apply.

To learn more about what transactions you can and can't reclassify, feel free to read the details from this article: Reclassify or move multiple transactions at once.

If you don't have an accountant version of QuickBooks, you can invite one to perform the actions. Here's how: Invite an accountant to review your accounting in QuickBooks Online.

I'll be right here to continue helping if you have any other questions. Just leave a comment below. Keep safe!

I've been struggling with this myself. It's incredible that something so simple can't be accomplished by a regular user. I have hundreds of transactions that I wished I could just check and reclassify, but the only way for me to know which, is by looking at the Description field - WHICH IS NOT PRESENT IN THE EXPENSE TRANSACTIONS LIST where you could potentially do batch reclassifying. So I figured I would just do an ADVANCED SEARCH and look for my transactions (by Description), but once they all show up, THERE'S NO BATCH ACTION YOU CAN DO WITH IT (you can't even select them other than opening them one by one). It is immensely frustrating.

I've been struggling with this myself. It's incredible that something so simple can't be accomplished by a regular user. I have hundreds of transactions that I wished I could just check and reclassify, but the only way for me to know which, is by looking at the Description field - WHICH IS NOT PRESENT IN THE EXPENSE TRANSACTIONS LIST where you could potentially do batch reclassifying. So I figured I would just do an ADVANCED SEARCH and look for my transactions (by Description), but once they all show up, THERE'S NO BATCH ACTION YOU CAN DO WITH IT (you can't even select them other than opening them one by one). It is immensely frustrating and I hope they fix this substantial shortcoming of this software.

Hello:

I realize that this is an old thread. I was trying to do something similar to the OP. I have many entries that have variations of vendor names from downloading from bank feeds. It makes the P&L a complete mess. So I wanted a way to re-classify several transactions. 

Turns out, that it was MUCH simpler then that. At least for what I wanted to do, so I thought I would share. If you go to your Other Name list (or any list) you can rename the list items. If you use a name already in use, it offers to merge them!!! 

I learned about this at this post here:

Merge list entries in QuickBooks Desktop (intuit.com)

Very excited to share this. No need to buy software, export, import and ask the accountant to do it. It is just what I needed. Hope it helps someone here.