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Level 2

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

 
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QuickBooks Team

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

Hi there, k-storjohann. 

 

Yes, you're correct the option to edit multiple transactions at the same time is available for QuickBooks Desktop for Accountants. We can check your Product Information by pressing F2 in our keyboard. Also, our menu have the Accountant option. 

 

We can send a copy to an accountant who has the Accountant option and they can do it for you. I'll show you how:

  1. Go to the File menu and choose Send Company File
  2. Click Accountant's Copy and then Client Activities
  3. Select Save file
  4. Confirm that we want to create an Accountant's Copy and click Next.
  5. Enter the rest of the information and then click Save
  6. The accountant's copy will have .QBX file extension that you can send and they can work on. 

Here's an article for more details: Use the Accountant's Copy

 

Reach out to me if you need anything else. Thanks!

Highlighted
Level 13

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

@k-storjohann 

As another option, utilize the trial period of these 3rd party migration tools. Export your transactions data out to XLS, modify them, and reimport back to your file. Make sure to set filter prior to reimport them to avoid any duplication.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Highlighted
Level 2

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

Thank you, however, if I am understanding correctly your solution is to hire an outside accountant to do it? We should not have to pay an accountant outside of the organization to keep our own books - we already pay QuickBooks for full accounting functionality to be completed by our own accounting team.

Highlighted
Level 2

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

I will look into these - thank you!

Highlighted
Level 1

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.


@k-storjohann wrote:

Thank you, however, if I am understanding correctly your solution is to hire an outside accountant to do it? We should not have to pay an accountant outside of the organization to keep our own books - we already pay QuickBooks for full accounting functionality to be completed by our own accounting team.


Any further information about this? I also find it ridiculous only accountants can bulk edit transactions. 

Highlighted
QuickBooks Team

I need to batch edit transactions to update the class code in QB Desktop Enterprise . This is available in Accountant Desktop, but does not appear to be available to me.

Thanks for joining this thread, @Teedit.

 

The only available batch options in QuickBooks Desktop Enterprise are entering, voiding, and deleting transactions. I can see that having this ability to modify transactions by batch would be time-saving. I'd suggest visiting our App center to look for an application that can help modify them in bulk.

 

Here's how:

  1. Go to https://desktop.apps.com/home.
  2. From the QuickBooks Compatibility section, choose the QuickBooks Desktop version you're using.
  3. Type in the clue word of the specific app you're looking for in the Search field and click the magnifying glass to search. 
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Always feel free to visit us here in the Community if you have other questions. I'm just a few clicks away.

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