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samantha12
April 26, 2021
Question

Is there any way to change the coding on multiple transactions in bulk? Eg - change the GST code on 100 export invoices at the same time without opening each one.

  • April 26, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

K
Kristian__S
April 27, 2021

Hi samantha12,

 

The Reclassify Transactions feature allows you to bulk reassign GST codes for historical transactions.

 

Please note: this feature is only available to Accountant users, if you are not an accountant/bookkeeper then please reach out to your one so they can perform this task.

 

If you do not have one, you can find one using our Find A ProAdvisor portal here - https://quickbooks.intuit.com/au/find-a-proadvisor/

  1. Select Accountant Tools on the top of the screen and select Reclassify. Transactions under the Tools column.
  2. Apply the relevant Filters and then click Find transactions. 
  3. Tick the transactions you wish to change then select Reclassify.
  4. Select the relevant GST code under Change GST to then select Apply.

Let us know if you still need any help.

 

Kristian. 

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samantha12Author
April 28, 2021

Hi Kristian

I have an admin login but I am also the company accountant. Am I able to be both an admin and accountant user?

Jen_D
Jen_D
April 29, 2021

It's good to see you here, @samantha12,

 

QuickBooks will not allow the same email for both Company Admin and Accountant view. Once you set up the same address as an accountant user, the system will automatically switch your profile to the QBOA version.

 

If you need to make any changes as the accountant, use only that login to reclassify any transactions. The steps are outlined in this article: Reclassify or move multiple transactions at once

 

Kindly update me on how it goes. I want to make sure this is resolved and I'll be right here if you need anything about QuickBooks transactions and others. Have a good one!

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biyv
August 30, 2021

Hi, Im using a standard version of Quickbooks and cant find the reclassify tools to change GST codes on multiple transactions. Please help

I
IntuitSheila
August 30, 2021

Hello biyv,

 

The Reclassify transactions tool is only available in the QuickBooks Online for Accountant version.

 

If you have an accountant that uses QuickBooks Online for Accountants, you can add them as an accountant user in your QuickBooks file and, they can reclassify your transactions. Otherwise, you'll have to edit your transactions one by one to change the GST..

 

You can check this article about how the reclassify tool and how to add an accountant:

If you have more questions with QuickBooks Online, please feel free to reach out to us at any time.

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