Is there a batch tool in quickbooks to reclassify transactions? I'd like to add locations to data in batch.

Hi there, @LORI11_2.

Thanks for bringing your concern to the Community.

Yes, QuickBooks Online (QBO) offers a batch tool for reclassifying transactions and adding location information. However, this feature is exclusive to certain subscriptions like the Accountant and Advance versions of QBO. This enables users to reclassify transactions in bulk, including accounts and classes. However, it might not support batch addition of locations unless location fields are already present in the transactions you intend to update. Here's how:

In QuickBooks Online Accountant, you can access your client's QBO company, navigate to Accountant Tools, and choose Reclassify Transactions.

To reclassify transactions for QuickBooks Online Advanced, follow the steps below:

1. Open your QuickBooks Online account.
2. Go to Settings and select Reclassify Transactions.
3. Use the Account types dropdown menu to choose Profit and Loss for income and expense accounts, or Balance Sheet for asset, liability, and equity accounts.
4. From the Account list, select the account containing the transactions you wish to modify.
5. Apply filters such as type, class, customer/vendor, and modify filters for refining the list.  
   Tip: Select Accrual for all paid and unpaid transactions, or Cash for only paid transactions.
6. Click Find Transactions.
7. Check the box for each transaction you intend to change. 
   Important: Ensure there's a customer or vendor before moving transactions to Accounts Receivable or Accounts Payable. Avoid leaving these fields empty.
8. Click Reclassify.
9. Choose a new account for the transactions from the Change Account to dropdown, a new class from the Change Class to dropdown, or a new location from the Change Location to dropdown.

Note: If Change Location to is not visible, you may need to set up locations for your account.

When ready, click Apply.

Please know that the reclassify tool is also available for your firm's transactions in QuickBooks Online Accountant. On your firm's page, select Accountant Tools and Reclassify Transactions.

Furthermore, you can browse this page to learn how to use the reclassify transactions tool to batch edit transactions in QBO: Learn how to use the reclassify transactions tool to batch edit transactions.

If you want to keep track of each segment in your business, you run reports by class and customize them. I'm adding these articles as your guide:

• Run Reports By Class
• Filter, sort, or total reports by Class.

Feel free to reach out if you have any more questions about the batch tool for reclassifying transactions and adding location information in QuickBooks Online. Wishing you all the best, and have a fantastic weekend, Lori!

@lori.williams  You did not specify whether you were using Desktop or Online in this thread.

To add to what @Shania_C  said, this functionality is also available in QuickBooks Accountant Desktop.