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

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QuickBooks Online

Rustler

Level 15

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

safariguy

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

Thanks for your help!

JenoP

QuickBooks Team

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.

I can see from your screenshot that you have the regular QuickBooks Premiere, safariguy.

The Accountant menu is only available in the QuickBooks Account Desktop. You can get your license from this link in case you want to get this version: https://quickbooks.intuit.com/accountants/products-solutions/accounting/desktop/.

In the meantime, you can open each transaction and change the assigned class. Let me also share this article that can help you customize your report by class: Filter, sort or total reports by Class.

As always, you can visit us again in the Community if you need anything else.

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