Reclassify or move multiple transactions at once

You're in the right place, @bsbrister!

Yes, we're able to reclassify transactions in batch with QuickBooks Online Accountant. All you need to do is use the Reclassify transactions feature from the Accountant Tools. I'm here to share with you how.

1. Open your client’s QuickBooks Online company, then go to the Accountant Tools (briefcase) icon and select Reclassify Transactions.
2. From the Account types drop-down menu, select Profit and Loss to see income and expense accounts. Or select Balance Sheet to see your asset, liability, and equity accounts.
3. From the Account list, select the account with the transactions you want to change.
4. Use these filters:
   • Type: Filter by transaction type.
   • Class: Filter by transactions under a Class or no class. If it’s not available, turn on class tracking.
   • Customer/vendor: Filter for a specific customer or vendor.
   • Modify: Filter by transactions that you can modify.
5. Click Find Transactions.
6. Select the box for each transaction you want to change. Then pick Reclassify.
7. Choose a new account to move the transactions to or a new class from the drop-downs.
8. When you’re ready, select Apply.

To learn more about what transactions you can and can't reclassify, feel free to read the details from this article: Reclassify or move multiple transactions at once.

If you don't have an accountant version of QuickBooks, you can invite one to perform the actions. Here's how: Invite an accountant to review your accounting in QuickBooks Online.

I'll be right here to continue helping if you have any other questions. Just leave a comment below. Keep safe!

This looks like a great resolution, although.  I am not sure how to access accountant. 

When I click login accountant it takes me to a dashboard that does not have accountant tools, no briefcase.

Thanks for getting back here, @bsbrister.

Allow me to chime in and share some info about this feature. Accountant tools are only available to users or accountants who use QuickBooks Online (QBO) Accountant. To access this, you can sign up for QuickBooks Online Accountant or have a client that'll invite you as there accountant.

Thus, if you're already using QuickBooks Online (QBO) Accountant and can't see the Accountant tools menu. You may open your account using a private browser. There are times that the browser is full of frequently-accessed page resources, thus causing websites, like QBO, to act weirdly. 

Here's how to use a private browser:

• Google Chrome: Hold Ctrl + Shift + N 
• Safari: Press Command + Shift + N
• Microsoft Edge or Mozilla Firefox: Hit Ctrl + Shift + P 

Once signed in, please follow the steps provided by my colleague, Angelyn_T to reclassify transactions in batch. 

If this works, go back to your regular browser and clear the cache. This will refresh the background processes of your browser to prevent problems when accessing websites.

If you get the same result while using a private browser, I recommend switching to a different browser. 

For more details about using accountant tools and features in QBO Accountant, please visit this article: Learn about accountant tools.

I’ve added this handy article that you can read through, that will help you manage accountant users in QBO: Managing accountant users. 

Feel free to post a reply below if you have more questions about the accountant tools feature or any QuickBooks-related concerns. I'm here to help however I can. Take care always.

I appreciate all the speedy replys but this still does not help my position.

I am not an accountant,  i simply want to reclassify transactions without having to do one at a time.  

I went through the process to sign up for qb accountant, but i am not a firm and do not feel i need to pay another monthly membership just to re categorize my transactions because they were done incorrectly by a previous accountant.

Is there any way for me to do this in regular quickbooks online or am I going to need to do the one by one?  thanks

Thanks for getting back to us, bsbrister.

Since you're using the regular version of QuickBooks Online, you have two options to reclassify your transactions. It's either manually doing it or invite an accountant to do it for you.

You may follow these steps to manually reclassify the transactions:

1. From the left menu, select Expenses.
2. Filter transactions under Type, then click Apply. 
3. Select all transactions.  
4. Locate and uncheck split expenses. 
5. Once done, go back to Batch actions, then select Categorize selected.

If you'd like to invite an accountant, you check out the steps to learn how.

1. Go to the Gear icon and then select Manage Users.
2. Choose the Accounting firms tab.
3. Enter the email address of the accountant.
4. Select Invite.

Once done, your accountant will receive an invite link with the steps on how to connect to your account. If your accountant doesn't have QuickBooks Online Accountant, there's a link in the invite to learn how to sign up.

To know more about the transactions you can't move, you can refer to this article: Reclassify or move multiple transactions at once.

Additionally, I've included an article about the maximum number of billable and accountant users you can add in QuickBooks. This helps you verify if how many users you can set up in your account: How many users can I set up?.

I'm always here to assist you. Drop a comment if you have other questions in reclassifying your transaction.

Is there a way to do this with the QB Desktop Pro 2019 Edition

Welcome to the thread, @tutentitle.

Yes, there is. You have the option to reclassify transactions in QuickBooks Desktop (QBDT) Accountant, Enterprise, or Accountant Enterprise.

To do this, you'll need first to select the fiscal year you want to review. Here's how:

1. Go to the Accountant menu at the top. 
2. Choose the Client Data Review. 
3. In the Review Date Range section, select the date range of transactions you want to review.
4. Pick Accrual or Cash in the Review Basis section.
5. Tap Modify Review.
6. In the Account Balances section, find Reclassify Transactions. 
7. Select the Status ▼ drop-down and then set it to In Progress.
8. Hit Close.

Once done, you can now review your client's transactions. When reclassifying, you can move your transactions to their correct account or class.

For more details, check this article: Accountant tools: Reclassify your client’s transactions.

Please know that you can count on me if you need anything else. Have a great day!

@tutentitle 

You may have to reclassify your data manually by using a migration tool. Export your transactions to XLS, modify and reimport them back into your file in bulk.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Why is it that every answer says GO HIRE AN ACCOUNTANT so they can use the version you do NOT have??? What is the way for a NON Accountant (I.e. small business owner with DESKTOP 2020) to do this on their own?

Let me help with your question about reclassifying transactions in bulk, Jeffjjk.

I've also read the responses in the thread and it looks like they're all referring to a feature that's exclusively available in the Accountant version of QuickBooks Online and Desktop. This is the reason why they suggested reaching out to an accountant that's using QuickBooks so they can reclassify multiple transactions at once. 

For regular versions of QuickBooks, you can open each transaction that you want to reclassify. Then, make your changes accordingly. 

There are also third-party apps in the Intuit Marketplace that offer services such as bulk editing of transactions. You can go to this link to search for accredited apps: 

https://desktop.apps.com/home.

Let me know or visit us anytime you need help while working in QuickBooks. We're always here to guide and assist you.

@Jeffjjk 

Utilize a migration tool as I mentioned earlier. Otherwise, purchase a one time license of QBD Premier Accountant edition for yourself.

And if you're a Mac Desktop version user, you're out of luck since there isn't an Accountant version, and you'll have to do them all one-by-one....

Wow does Quickbooks suck!

@Kagedawg 

Any specific concern?

Yes.  All I want to do is be able to reclassify or move multiple transactions at once.  But no, I have to "Hire an Accountant" or use some third-party importing tool for what should be something very simple and easy.  Now I am slogging through my transactions updating each one individually. 

See above. It's ridiculous. 

@Kagedawg 

You can open a QB Online Accountant account for free with another email address to access your own QB Online account as accountant.

I've been struggling with this myself. It's incredible that something so simple can't be accomplished by a regular user. I have hundreds of transactions that I wished I could just check and reclassify, but the only way for me to know which, is by looking at the Description field - WHICH IS NOT PRESENT IN THE EXPENSE TRANSACTIONS LIST where you could potentially do batch reclassifying. So I figured I would just do an ADVANCED SEARCH and look for my transactions (by Description), but once they all show up, THERE'S NO BATCH ACTION YOU CAN DO WITH IT (you can't even select them other than opening them one by one). It is immensely frustrating.

I've been struggling with this myself. It's incredible that something so simple can't be accomplished by a regular user. I have hundreds of transactions that I wished I could just check and reclassify, but the only way for me to know which, is by looking at the Description field - WHICH IS NOT PRESENT IN THE EXPENSE TRANSACTIONS LIST where you could potentially do batch reclassifying. So I figured I would just do an ADVANCED SEARCH and look for my transactions (by Description), but once they all show up, THERE'S NO BATCH ACTION YOU CAN DO WITH IT (you can't even select them other than opening them one by one). It is immensely frustrating and I hope they fix this substantial shortcoming of this software.

Hello:

I realize that this is an old thread. I was trying to do something similar to the OP. I have many entries that have variations of vendor names from downloading from bank feeds. It makes the P&L a complete mess. So I wanted a way to re-classify several transactions. 

Turns out, that it was MUCH simpler then that. At least for what I wanted to do, so I thought I would share. If you go to your Other Name list (or any list) you can rename the list items. If you use a name already in use, it offers to merge them!!! 

I learned about this at this post here:

Merge list entries in QuickBooks Desktop (intuit.com)

Very excited to share this. No need to buy software, export, import and ask the accountant to do it. It is just what I needed. Hope it helps someone here. 

Is this a real reply? This is a simple request. I need to reclassify 1K transactions into a new class. I DO NOT want to go to an accountant or add a new view. I AM HAPPY to pay more to get this done. What is a real solution and please don't say go one by one. I need a batch solution for QBO. 

The only other way you can do it besides what is mentioned above is just by doing a journal entry. However, it is a bulk move and the original transactions won't be touched. But at least your reporting would be accurate.

I am a QBO certified online accountant with the accountant version. If you would like to email me at [email address removed] I can help you. 

Angie Martin

but how do we assign a class to a bunch of different transactions at once in QB Premier 2020?  Don't want to do it one by one.  I can use CTRL-F (find function) to search on a text string in the memo field to pull up all the transactions that I want to assign to a class.  But I don't know what to do from there...

Don't do this with the same e-mail account though as it will merge your intuit accounts and you will then be stuck in QBO Accountant forever. This isn't necessarily a bad thing but it will disrupt your internal processes and procedures. You will also lose any custom reports that aren't shared as the 'new' user will supplant the existing intuit user account with the same e-mail address...