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Intuit
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Reclassify GST Codes (Now available in QuickBooks Labs)

Do you have multiple transactions that you need to change the GST code for? The new Reclassify Transactions feature now available in QuickBooks Labs enables you to bulk reassign GST codes for historical transactions.

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

Turning on the new Reclassify Transactions in QuickBooks Labs.

  1. Click the Gear Icon and select QuickBooks Labs
  2. Turn on New Bulk Reclassify tool and then click Done 
  3. Watch the video below to learn more about this feature

Reclassifying GST Codes

  1. Click the briefcase and select Reclassify Transactions
  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 GST code under Change GST to then click 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 and changing the Rows per page

Reclassifying Accounts or Classes for Transactions

  1. Click the briefcase and select Reclassify Transactions
  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 to OR Change Class to then click Apply 

Notes: 

  • Transactions that do not contain a customer name can not be reclassified to Accounts Receivable
  • Transactions that do not contain a supplier name can not 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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