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Lynn_Wiezel
July 2, 2023
Question

Can you bulk change an Account type to a different Class?

  • July 2, 2023
  • 1 reply
  • 0 views

Hi all. Is there a way to bulk change an Account type to a different Class? Checking through my P&L and can see that my Square Income is going into the incorrect Class. There are a lot of transactions so hoping I don't have to manually change each transaction.

1 reply

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IntuitSheila
July 2, 2023

It's good to see you here, LynnW3!

 

The option to bulk reclassify transactions is currently available in QuickBooks Online for Accountants. Otherwise, for small business accounts, we'll have to manually edit the transaction and assign them to the correct Class. The steps are outlined in this article: Reclassify or move multiple transactions at once.

 

If you have an accountant that uses QuickBooks Online, you can add them as an accountant user. That way, they can help you bulk reclassify your transactions with the correct Class. If you do not have one, you can find an account using our Find a ProAdvisor link here: https://quickbooks.intuit.com/au/find-a-proadvisor/

 

Thank you and please let us know if you require any additional assistance.

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