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Paola C
Level 1

Bulk Reclassifying

I have a small business, therefore, I use the essential quickbooks plan, but I think is so unfair that such a necessary tool like "bulk account reclassifying" is only available to the Advanced plan. Just putting it out there, I'm still paying almost $600 yearly for the plan. 

2 Comments 2
4Gal
Level 11

Bulk Reclassifying

Signup for a free QBO Accountant with another email address and connect it to your QBO Essentials as a workaround.

Nicole_N
QuickBooks Team

Bulk Reclassifying

I know the importance of having the reclassify transactions tool feature in your QuickBooks Online (QBO) plan, @Paola C. This saves you time when making changes to multiple transactions.

 

Please know that this feature is exclusively available for QBO Accountant and QBO Advanced users. In your case, I suggest contacting your accountant if you have one so they can edit your transactions. Otherwise, you'll have to edit your entries one at a time or you may consider upgrading to the advanced version to utilize the tool.

 

For further details, please refer to this article: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

 

Moreover, QBO offers comprehensive reports to view helpful insights about your company.

 

If you have further questions about reclassifying transaction tools in QuickBooks, click the reply button below. The Community team is always here to help.

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