How do I set the "Class" of revenue and expenses in bulk?

johnmeese · ‎March 09, 2020

I would like to set the "Class" for many transactions all at once, including some expenses and some incoming revenue. What is the easiest way to do that?

I did a bit of digging on this and found reference to a "Reclassify Transactions" tool that may do the job, but I'm not sure because it looks like this is limited to accountants. I'm using Quickbooks Online in accountant view, but still can't find a similar tool for my use.

john-pero · ‎March 09, 2020

The bulk reclassify tool is only available to Accountant users (QBOA) and is not currently available as a tool for any other subscription level. Accountant View is not the same as a QBOA account viewing a client's books.

That being said, if you are comfortable with inviting yourself as an additional accountant user (if you have the room) do so with n alternate email and accept your invite to get your own QBOA

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Fiat Lux - ASIA · ‎March 09, 2020

Utilize a 3rd party migration tool. Export your transactions data out, modify them, import them back into QBO.

https://transactionpro.grsm.io/qbo

Hope it helps.

Rose-A · ‎March 09, 2020

Hi, johnmeese.

The Reclassify Transaction feature is only available in QuickBooks Online Accountant (QBOA).

You might want to create another account for QBOA using a different email to access this option. Or, invite your accountant to your company and let them reclassify your transactions.

Here's how:

Click the Gear icon in the upper-right corner, and select Manage Users.
Go to the Accounting firms tab, enter the accountant's email and click the Invite button.
Click Save.

Otherwise, you'll need to reclassify the transactions one at a time. To know more about this feature and other interesting accountant tools, see the following articles below:

If I can be of help while working in QuickBooks, feel free to let me know by adding a comment below. I'll be more than happy to assist you.

john-pero · ‎March 09, 2020

The bulk reclassify tool is only available to Accountant users (QBOA) and is not currently available as a tool for any other subscription level. Accountant View is not the same as a QBOA account viewing a client's books.

That being said, if you are comfortable with inviting yourself as an additional accountant user (if you have the room) do so with n alternate email and accept your invite to get your own QBOA

johnmeese · ‎March 09, 2020

Brilliant workaround! Thank you.

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How do I set the "Class" of revenue and expenses in bulk?