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sbo1
January 17, 2019
Question

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

  • January 17, 2019
  • 14 replies
  • 45 views
No text available

14 replies

Rustler
Rustler
Level 15
January 17, 2019

if you log in as the accountant, in the accountant tools there is a reclassify function

safariguy
August 14, 2020

Sorry, can you tell me where the accountant tools are? And just remember, I'm on Desktop, not Online. 

 

Thanks for your help!

safariguy
August 15, 2020

Hello there, @safariguy!

 

The Accountant menu is one of the menus located on top portion when you open the QuickBooks. I'll show you via the screenshot below.

Lastly, here's an article you can read which may come in handy for your future tasks: Copy multiple transactions from one company file to another.

 

Keep me updated in the comments if you have any other concerns. I'll be here to lend a hand.


That 'accountant' tab is just not on my menu for some reason. I created an additional user file for myself and made myself an accountant but when I try to unlock the accountant toolbox, I sign in and get the message "License Not Found." I guess I have the wrong edition of Quickbooks?? Or maybe I'm signed in to QB with the wrong profile? 

 

thanks again for your help. 

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