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Level 1

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.

 
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Moderator

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.

Welcome to the QuickBooks family, AdminProToGo.


I'm here to provide information about changing transactions from one contact name to another.

 

In QuickBooks Online, you have the option to reclassify transactions with the incorrect accounts by batch. However, you're unable to switch the transactions from one contact to another.

 

I believe the more suggestions we received, the easier it is to improve our products. So for this reason, I recommend that you send feedback by clicking the Gear icon and selecting the Feedback option.

 

Just in case you need help from our Phone Support Team, you can visit the link below:

 

QuickBooks Online Accountant (QBOA) Support

 

Please don't hesitate to let me know if you have additional questions about this. Wishing you all the best.

Highlighted
Level 1

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.


@AlcaeusF wrote:

Welcome to the QuickBooks family, AdminProToGo.


I'm here to provide information about changing transactions from one contact name to another.

 

In QuickBooks Online, you have the option to reclassify transactions with the incorrect accounts by batch. However, you're unable to switch the transactions from one contact to another.

 

I believe the more suggestions we received, the easier it is to improve our products. So for this reason, I recommend that you send feedback by clicking the Gear icon and selecting the Feedback option.

 

Just in case you need help from our Phone Support Team, you can visit the link below:

 

QuickBooks Online Accountant (QBOA) Support

 

Please don't hesitate to let me know if you have additional questions about this. Wishing you all the best.



@AlcaeusF wrote:

Welcome to the QuickBooks family, AdminProToGo.


I'm here to provide information about changing transactions from one contact name to another.

 

In QuickBooks Online, you have the option to reclassify transactions with the incorrect accounts by batch. However, you're unable to switch the transactions from one contact to another.

 

I believe the more suggestions we received, the easier it is to improve our products. So for this reason, I recommend that you send feedback by clicking the Gear icon and selecting the Feedback option.

 

Just in case you need help from our Phone Support Team, you can visit the link below:

 

QuickBooks Online Accountant (QBOA) Support

 

Please don't hesitate to let me know if you have additional questions about this. Wishing you all the best.



@AlcaeusF wrote:

Welcome to the QuickBooks family, AdminProToGo.


I'm here to provide information about changing transactions from one contact name to another.

 

In QuickBooks Online, you have the option to reclassify transactions with the incorrect accounts by batch. However, you're unable to switch the transactions from one contact to another.

 

I believe the more suggestions we received, the easier it is to improve our products. So for this reason, I recommend that you send feedback by clicking the Gear icon and selecting the Feedback option.

 

Just in case you need help from our Phone Support Team, you can visit the link below:

 

QuickBooks Online Accountant (QBOA) Support

 

Please don't hesitate to let me know if you have additional questions about this. Wishing you all the best.





How do you reclassify transactions with the incorrect accounts by batch? Thanks

Highlighted
Moderator

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.

Hello @pino,

 

Thanks for joining us in the Community. I'm here to share some details about using the tool to correct transactions by batch.

 

The Reclassify Transactions feature is only available in QuickBooks Online Accountant. The tool allows you to move transactions in batch from one account to another.

 

I've attached a link below of the video tutorial about reclassifying transactions:

 

https://quickbooks.intuit.com/tutorials/lessons/qboa-reclassifying-transactions

 

I've also attached a screenshot below for your reference:

 

image.png

 

 

Let me know if I can be of additional assistance concerning the feature. The Community is always here to help you out.

Highlighted
Level 1

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.

Hi, 

 

Does the reclassify transaction function limited to the number of transactions? I noted that GL account with fewer transactions has the "select all" check box available.  Unfortunately, the GL account I need to perform the reclassification has hundreds of transactions. 

 

Thoughts?

Thanks!

Highlighted
QuickBooks Team

Is there a way to change multiple transactions from one Contact Name to another? I see how to reclassify an account, but no option to move from one contact to another.

Hi @pino

 

Thanks for getting back to us. I'm here to provide further insights about the Reclassifying tool in QuickBooks Online Accountant. 

 

Yes! The number of transactions you can reclassify by batch should be less than 50. Once they are equal to or exceeds that number, the Select All check-box disappears. 

 

To make sure all your entries will be affected, you need to reduce the date range on the Reclassify Transaction list. This way, the number of the displayed transactions will be lesser. 

 

Here's how:

  1. Go to the Accountant Toolbox.
  2. In the drop-down menu, find and click on the Reclassify Transactions.
  3. Change the date range of the transactions you’d like to review in the From and To fields.

Check out the link below for more details:

 

Reclassifying transactions

 

That's it! You should now be able to reclassify your hundreds of transactions. 

 

Feel free to dive back in if you have additional questions. I'll keep an eye out on your response. 

 

Have a great day!

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