Skip to main content
B
Benj_Acuña
December 20, 2021
Question

Can we possibly reclassify transactions from a specified 'class' to 'blank'?

  • December 20, 2021
  • 1 reply
  • 0 views
I need to reclass a bulk of transactions (in batches) from a specified class to 'blank'. I'm trying to do it via the Accountant Tool 'Reclassify Transactions' but it seems QBO is not allowing to reclass to blank (without class). Anyone have done this before? Am I only having issues with QBO? or it's really not possible?

1 reply

K
Kurt_M
December 22, 2021

Hello there, @Benj_Acuña. Allow me to share some insights about reclassifying transactions in QuickBooks Online.

 

Depending on the subscription that you are using, you will be able to reclassify multiple transaction or move them to a different account. In QBO Advanced and QBO Accountant, You don't have to edit each one individually. To save time and make the identical adjustment to numerous transactions at once, use the reclassification tool.

 

Additionally, You can't reclassify them as Blank. You'll need to add a name for the transaction to go through.

 

Here's how to reclassify transactions in QBO Accountant:

 

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

 

For QuickBooks Online Advanced, these are the steps:

 

  1. Open your QuickBooks Online account.
  2. Select Settings :gear:, then Reclassify Transactions.

 

You might want to give this article a visit, this contains an instructional video about reclassifying transactions.

In case you want to categorize transactions from your bank and credit card, you can visit this page.

 

If you have further questions about  reclassifying transactions. Leave a comment down below. I'll be around to help you. Keep safe!

B
Benj_AcuñaAuthor
March 10, 2022

Thanks @Kurt_M , but it doesn't answer my question.

Terms & ConditionsAccessibility statement