Can I mass/batch update the account for dozens of expenses that were posted to the wrong account?

 Hi Patrick,

Follow the below steps,

This tool is available for Accountant User you instruct your accountant or login as accountant user.

The tool is Reclassify transactions.

Go to the top of the screen - select Briefcase icon - reclassify transactions - Relevant period,Profit & Loss accounts - select the relevant expenses from Accounts heading - Transaction heading, Name  if required select all, show transactions select non-item-based, include journal entries , Accounts show  select selected account ( If ALL selected then Name need to be specific ) - with single click from top radio square button select all the transactions - bottom select  For all selected transactions, change - Account to select the required account to reclassify from drop-down arrow menu - click the Blue button Reclassify.

Note - Only non-item-based transactions can be reclassified, the item-based only class can be reclassified.

Comment back for further clarifications. 

I don't see this option "Accounting Tool" I am using QB Desktop Pro Plus 2019

Hello there, @asjobeck.

In QuickBooks, Accounting tools is only visible for the QuickBooks Online Accountant version account.

In the meantime, if you are using the regular QuickBooks version. You can send your report to your accountant.

Here's how:

1. Go to the Reports tab.
2. In the search bar choose the Report you want to send.
3. Click the Customize button.
4. Use the expand arrows to bring up the customization options.
5. Then Save Customization.
6. Pick Run Report.
7. Select Print or E-mail.

You can check out this article if you want to customize your report.

I've also added our page about reports and accounting for future reference.

Let me know if you have other questions. I'll be around to help. Have a nice day!

I use QBOA and the re-classifying transactions tool is amazing, however, it doesn't seem Quickbooks has added a way to use the same feature to add/change  Payee Names in batches.  Example: There are EZ-Pass charges in multiple expense accounts with no name in the Payee Field.  Ez-Pass was not in the vendor list when I was assigned this client, so I cannot pull up the vendor and check all existing  transactions and re-classify to one account.  Alternatively, if I could search for "Ez-Pass" using the  memo field, I could grab all the Ez-Pass payments and re-classify. Neither function is available. Is there something I am missing? 

Hi Barbs!

I'm glad that you like the feature. However, it can't only be used to change accounts and classes. For the payee names, you'll want to open each transaction and change them. See more details about reclassifying transactions.

We also have references for the Accountant Tools.

Let me know if you have other questions in mind. Enjoy the rest of the weekend!

Would be great if Intuit could greatly expand this mass records update functionality. I too have the same issue of needing to update Payee and Balance Sheet accounts on expense records. 

Hi there, @ayano. 

The system allows you to modify your entries one at a time. Otherwise, you can use the Accountant Tools as mentioned in the replies above to ease the process. I understand the importance of reclassifying or updating bulk transactions in QuickBooks Online (QBO). For now, you can use the Feedback feature to send this idea directly to our engineering team. This way, they could take action to help improve your experience. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. 

Here's how you can send feedback through QuickBooks:

1. Sign in to your QBO account.
2. Go to the Gear icon, then click on Feedback.
3. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.

To keep track of your transactions and accounts, you can utilize the QuickBooks reports by opening them through the Reports tab. You can also open this article as your reference: Run reports in QuickBooks Online.

If you have any other QuickBooks questions, let me know by adding a comment below. I'm always here to help. Keep safe!