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October 24, 2023
Question

How do I reclassify multiple transactions using QBO Essentials?

  • October 24, 2023
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
October 24, 2023

It's good to see you here today, mcd. Let me share some insights and guide you on reclassifying transactions in QuickBooks Online (QBO).

 

The reclassifying multiple transactions at once is not available in QBO Essentials. This feature is only available in QBO Advanced and QBO Accountant. Hence, in reclassifying the transactions, I suggest contacting your accountant if you have one. 

 

Otherwise, you'll have to edit your transactions one at a time. I'll show you how:

 

  1. Go to the Accounting menu, then choose Chart of Accounts.
  2. Select the account that you want to reclassify by clicking the View register.
  3. Locate the transaction that you'll reclassify. 
  4. Tap this to expand and click Edit.
  5. From there, you can change the account.

 

You can also utilize a Journal Entry to move the balances from one account to another. I highly recommend reaching out your accountant to guide you along the process.

 

Moreover, you can also consider upgrading your subscription to QBO Advanced. In this way, you can use the reclassifying tool seamlessly to save time and make changes to multiple transactions at once. 

 

On the other hand, feel free to check out this article as your reference for future online bank categorizing transactions: Categorize online bank transactions in QuickBooks Online.

 

We'll be happy to see you here again in the Community space. Feel free to post here again if you have any additional questions about reclassifying multiple transactions. We've got you covered, and we'll get back to you. Take care. 

carol20
March 18, 2024

I am trying to edit the Accounts Payable account on manually entered bills. There is no option to edit the transaction in the account register. Clicking on the transaction takes me to Bill. There is no option to edit the Accounts Payable account there; I can only edit the expense category.

QuickBooks Team
March 19, 2024

Thanks, ChaleneMaeF. I successfully merged the accounts. Also, thank you for the other resources. I think they will be helpful to me.

~ Carol


You're welcome, Carol! 

 

We're glad to hear that the information shared by my colleague helps you a lot. Please note that you're always welcome to post again here in the Community.

 

For more tips and other resources, you can visit our website for future reference: QuickBooks Online.

 

If you have any questions, we're ready to assist you. Take care, and have a great day!