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info1971
Level 1

Can multiple transactions be moved quickly to a new line item?

We had a bookkeeper that incorrectly added large amounts of transactions to a new line item instead of the proper line.  I want to move them but doing individually will take a LONG time.
1 Comment 1
SheandL
QuickBooks Team

Can multiple transactions be moved quickly to a new line item?

Hello, @info1971

 

I understand the importance of moving these multiple transactions quickly to a new line item since it will save you time. Let me provide some insights about this issue you're facing. 

 

If you're using QuickBooks Online Advance, you can use the reclassify transaction tool to move multiple transactions to a new line. If not, you can get in touch with your accountant or bookkeeper to correct and transfer the transaction to its appropriate line item.

 

To personalize your invoices and sales forms, you can refer to this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

We're always glad to help you with every post you make. Don't hesitate to press the reply button if you need help about moving transactions in QBO.

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