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March 31, 2025
Question

What's the best way to recode a batch of transactions to a diferent account?

  • March 31, 2025
  • 1 reply
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I have a number of expense transactions in one account and i want to move them to a different account. How do I do it as a batch?

1 reply

March 31, 2025

You can first undo the categorization of expense transactions from your bank, Neil. Afterward, you can create a new bank rule to categorize these transactions into a different account. Allow me to share some detailed steps to assist you with this process.

In the Categorised tab of the Bank Transactions section, you can undo expense transactions in batches. Simply tick the box next to the Date column or tick each expense entries, and then choose Undo. The transactions will be moved back to the For review tab, where they can be re-categorized.


 

Then, create a rule that will allow you to move the expense automatically to a different account. Here's how:

  1. From the Transactions menu, go to Rules.
  2. Select New rule.
  3. Add a name and apply this rule to all Money out transactions.
  4. Set the conditions and choose Assign to properly move the expense to a specific account or category and other details.



  5. Switch on Auto-confirm.
  6. Hit Save.

On the other hand, if you're referring to the transactions found on the Expenses tab from the Expenses menu, you'll have to move the expense transactions to another account by hand. From the Expenses tab, you can choose an account or category for each expense transaction field from the Category column.


Otherwise, you can find or consult a QuickBooks ProAdvisor to move expense transactions to another account. They have a tool that allows them to reclassify transactions all at once by using a Profit and Loss report for your income and expenses entries. This feature is also present in QuickBooks Online Advanced, if you might want to upgrade your product version. Please check this article for more details: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

Here's what it looks like:


For further information on undoing bank entries and creating a bank rule, please refer to the following articles:

This article can be quite helpful once you have accurately recorded all your transactions for the month.Reconcile an account in QuickBooks Online.

We're always delighted to assist you in managing your transactions in QuickBooks. Please do not hesitate to let us know if you need any further assistance. Have a wonderful day!