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I need to move a number of transactions from an asset account to an expense account. What is the simplest way to do this (in bulk)?

 
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QuickBooks Team

Re: I need to move a number of transactions from an asset account to an expense account. What is ...

Hi Simon, if you have an accountant on file, they have exclusive access to a Bulk Reclassify tool. This would be the fastest way to have these transactions moved. 

Active Member

Re: I need to move a number of transactions from an asset account to an expense account. What is ...

Thanks for that response! I may end up having to go down that route if I can't find another solution.

 

My challenge is that I need to transfer some, but not all, of a large number of transactions from the asset account to the expense account...and my accountant doesn't/wouldn't know which to transfer and which to leave.

 

Is there a way I can transfer the transactions one by one from the asset account to the expense account? May be easier if I just do it this way...

 

Thanks again.

ss

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Re: I need to move a number of transactions from an asset account to an expense account. What is ...


@callmesimon 

 


If they are single-line Cheque, Expense or Bill type transactions, you can batch reclassify in Expenses.  Select the ones you want to reclassify , then Batch Actions> Categorize selected, select the new account and Apply.  There is no warning or undo, so be careful