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Level 1

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

Transactions were posted to the wrong expense account over a several month period.  Can I select them somehow and update them as a group?

8 Comments
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Level 5

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 entriesAccounts 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. 

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Level 1

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

Thank you.
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Level 1

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

Can i do this with QB Enterprise desktop? I don't see any options like this?
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Level 5

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

Hi,From top navigation bar > Company > Accounting tools > Reclassify transaction
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Level 1

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

The issue with that is that we cannot add a Vendor Or Name to the transaction.  Xero can do that.
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Level 1

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

Cannot add vendor name?
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Level 1

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

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

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QuickBooks Team

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

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!

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