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Intuit

Bulk reclassify GST Codes on transactions

Do you have multiple transactions that you need to change the GST code for? The Reclassify Transactions feature allows you to bulk reassign GST codes for historical transactions.

In addition you can reclassify the Account or Class of a transaction.

Reclassifying GST Codes

  1. Select Accountant Tools on the top of the screen and select Reclassify. Transactions under the Tools column.
  2. Apply the relevant Filters and then click Find transactions. 
  3. Tick the transactions you wish to change then select Reclassify.
  4. Select the relevant GST code under Change GST to then select Apply.

Notes:

  • You can only change to one GST code at a time.
  • You may only apply changes to one page of transactions at a time.
  • You can increase (or decrease) the amount of transactions per page (50, 150, 300) by clicking the Gear Icon just above the table of transactions, and changing the Rows per page.

Reclassifying Accounts or Classes/Locations for Transactions

  1. Select Accountant Tools on the top of the screen and select Reclassify. Transactions under the Tools column.
  2. Apply the relevant Filters and then click Find transactions.
  3. Tick the transactions you wish to change then click Reclassify.
  4. Select the relevant option under Change Account toChange Class to or Change location  to then click Apply. 

Notes: 

  • Transactions that do not contain a customer name cannot be reclassified to Accounts Receivable.
  • Transactions that do not contain a supplier name cannot be reclassified to Accounts Payable.
  • Balance sheet accounts on Expense transactions cannot be reclassified.
  • You cannot change the account for Item based transactions (Invoices, Sales Receipts, Cheques and/or Bills). Items have income and expense accounts tied to them.

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