Level 7

Question

I want to change the Class on multiple transactions instead of plowing through each individual transaction?

Forum|Forum|7 years ago
December 15, 2018
47 replies
300 views

No text available

QuickBooks Online

M

MaryGraceS

Moderator

Greetings, @lindak1119.

Welcome to the Community. I'd be happy to help share some information about changing class on multiple transactions in batch.

If you're referring to the downloaded transactions from your bank, yes you can change the class assignment to multiple transactions in bulk. Please take note that the Class field is only available if you have set up classes on the Account Settings.

Here's how to change it on the banking page:

On the left pane, select Banking.
On the top left, select the Banking tab.
Select the bank.
Select the For Review tab.
Check the boxes for each transaction you want to edit.
From the Batch actions drop-down menu, select Modify Selected.
Use the fields in the Modify Selected dialog to specify the Class.
Select Apply.

The specified information is applied to all of the selected transactions.

However, if they are already matched or added, or if there are existing entries that were manually created you'll have to go back to each transaction and change the class.

Also, I’ll be sure to share your thoughts about this option to our engineers. You might also want to send your suggestions straight to our Product Developers.

It will help us not only improve the product but also will help us know what works best for you. Just click on the Gear icon and choose Feedback. For additional help, feel free to reach out to our Phone Support. They have the tools that can help you get to a resolution quickly.

That should do it. Feel free to leave a comment below if you have any other questions about changing the class in QuickBooks Online. I'll be happy to help you out.

L

landlawyer

I have QuickBooks Desktop Pro 2018. The only options available on the Batch Actions are Add/Approve and Ignore. The modify option doesn't seem to be there. Am I missing something?

J

Joe1967

New Member

Hi accaccounting,

The option to add a class to a specific customer or job is currently unavailable in QuickBooks Online and Desktop. You can only add classes to transactions.

However, you could consider adding a customer type by following these steps:

In the Desktop version, go to the customer's profile.
Select the Additional Info tab.
Enter or add a customer type.
Click on OK once you're done.

For the Online version, refer to this article that will provide more information: Set up and assign customer type.

Please know that our product engineers are working continuously to improve the product's features. In the meantime, I suggest checking back to our websites for any enhancements and announcements through these links:

I'll be sure to update this thread if I hear any changes about the option that you're looking for.

Let me know if you have further questions. I'll do everything I can to answer them.

As you know technology advances quickly. Other companies will come out with a solution (or already have it) and customers may leave. It would take a long time for me to assign classes to transactions. I have used Quickbooks for years but now I need a solution that you don't currently offer.

vpcontroller

Level 7

Currently, in QBO, there is no way to change the CLASS category on multiple transactions at once if they are already in the ledger. Unfortunately, you will need to change the class transaction one at a time.

You may also want to check with your Accountant. With QBO Accountant version, it comes with Accountant Toolbox feature which can reclassify class for certain expense transactions in bulk.

vpcontroller

Level 7

This batch transactions Class Reclassify feature is already available in the QBO Accountant version. I don't understand why it's still not available in the Plus plan and Advanced plan.

B

Bizguy

Is this available in QB Online?! I need this

J

Joshua R

Good afternoon, @JLH_JAX.

Glad to have you back in the Community.

The option to change the class on multiple transactions isn't currently available in QuickBooks Desktop.

I'm happy to submit feedback for you to our product engineers for a possible change in future updates.

Thank you for reaching out! If you have any other questions, I'm only a reply away.

K

Kodjigger

This is totally ridiculous. Freshbooks has this feature. If you import a CSV it allows you to add a category to multiple transactions. So in excel you can filter transactions then add a category and import it. The fact that you guys have this feature and are holding back is a terrible strategy. I am switching to Freshbooks unless you 1: lower your price, and 2: quit holding back on features so that we have to upgrade.

AlcaeusF

Level 14

Hey there, @Kodjigger.

I can see how being able to batch add a category to multiple transactions is beneficial to your business. While it's unavailable, I can pass along another feature request on my end to ensure it'll reach our product engineers.

Your voice is important to us, and we take your suggestion as an opportunity to improve this area of the product. Our priority is to make the QuickBooks product the go-to software for business owners.

In the meantime, I suggest visiting the Firm of the Future website to stay updated with new features and options. It also contains product news about any changes.

Please leave a comment below if you have any other questions or concerns. I’m here ready to assist further. Have a good one.

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