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donnabliven-ymai
Level 1

Can an Admin user reclassify multiple transactions?

 
1 Comment 1
MariaSoledadG
QuickBooks Team

Can an Admin user reclassify multiple transactions?

Allow me to share some information about reclassifying multiple transactions, donnabliven-.

 

In QuickBooks Online (QBO), the reclassify tool is available in QuickBooks Online Accountant (QBOA) and QuickBooks Online Advanced. You don't have to edit them one at a time. You'll just have to make sure you know which transactions you want to reclassify. Once you've identified, use the reclassify tool to move transactions. To do this, follow the steps below:

In QuickBooks Online Accountant:
 

  1. Open your client’s QuickBooks Online company.
  2. Select the Accountant Tools, then Reclassify transactions.

 

In QuickBooks Online Advanced:
 

  1. Open your QuickBooks Online account.
  2. Select Settings ⚙, then Reclassify Transactions.
     

Then, in Reclassify Transactions:
 

  1. From the Account types dropdown menu, select Profit and Loss to see income and expense accounts. Or select Balance Sheet to see your asset, liability, and equity accounts.
  2. From the Account list, select the account with the transactions you want to change.
  3. Use these type, class, customer/vendor, and modify filters to filter the list. Tip: You can also select Accrual to see all paid and unpaid transactions or Cash to see only paid transactions.
  4. Select Find transactions.
  5. Select the checkbox for each transaction you want to change.
  6. Select Reclassify.
  7. Select a new account to move the transactions to from the Change account to dropdown, a new class from Change class to dropdown, or a new location from the Change location to dropdown.
  8. When you’re ready, select Apply.

 

Please know that before you move transactions to Accounts Receivable or Accounts payable, make sure there's a customer or vendor. Don’t leave these fields blank.

 

Furthermore, QuickBooks offers a variety of reports that you can use so you'll be able to view useful information about your business. You'll want to ensure to filter them so it would show the correct data. Read this article for more information: Customize Reports In QuickBooks Online.

 

For more additional concerns, you can always touch base with us here in the Community if you need further assistance. We're always right to help you.

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