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April 2, 2021
Question

Reclassify asset transactions. Sales receipt has payment in cash on hand but needs to undeposited funds. 600 transactions to correct. Is there a bulk reclassify option?

  • April 2, 2021
  • 1 reply
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1 reply

April 2, 2021

Hi userrinoruzich,

 

Thanks for reaching out again. I'm glad to learn you're using QuickBooks to streamline your business using the powerful features offered in the program. It's vital you're able to reclassify your transactions in bulk and I'll be glad to steer you on the right path. 

 

At this time, there isn't an option to bulk edit all the transactions at once using QB Online. You'll have to go through each individual transaction and reclassify it. Another option that'll help you save time is reaching out to an accounting professional that has access to QB Online Accountant. The reason I suggest this is that if you or your accountant has access to QB Online Accountant, you can take advantage of the helpful tool called the Reclassify Transactions tool. This tool allows you to bulk edit all of your transactions saving you time for the things you love. I encourage you to learn more about it using this link here. In case you're not in contact with an accounting expert with access to QB Online Accountant, I encourage you to search for one on our website using this link here

 

I'll also leave this question open in the community so other members can share their expert advice. Feel free to ask other questions in the comments below, I've got your back.