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We are using QuickBooks Enterprise Desktop 24. For 2025 we are making many changes to our chart of accounts. After the new accounts are entered, we will need to go in and update all of the items COGs accounts and Income accounts. Is there a quicker way for this process than editing the items one by one?
Updating your chart of accounts is one way to organize your financial data, Lori. However, the ability to update the corresponding COGS and Income account for each item isn't available. Let me get into details about this.
If you are using QuickBooks Desktop Enterprise 2024, please note that it does not support batch updating in the chart of accounts. Therefore, you will need to update each item’s details manually. You can run an item listing report to update the items in the correct COGS account to maintain accurate records. Here's how:
On the other hand, If you're using QBDT Accountant or have added an accountant user to your company, you can perform batch updating. To learn how to create and manage user roles, please refer to this article: Add accountant user.
You can customize your item list to meet your business requirements and track all products and services accurately. It also allows you to fix errors or update information as needed.
Moreover, running reports regularly helps you track your business's progress over time, making it easier to spot trends and identify areas for improvement. It also enables you to concentrate on specific metrics or data that are important to your business, giving you a clearer understanding of what matters most.
Remember to customize your item list to fit your business needs and run regular reports to keep track of your progress and pinpoint areas for growth. If you have any further questions or need assistance with these processes, please feel free to reach out. I'm here to help!
Thanks for the reply Jeff_S. I have added an Accountant user. Can you explain step for performing batch updates?
Thank you for your effort in creating an accountant user, Lori. It's my pleasure to walk you through the steps for performing batch updates, let's get started!
Begin signing in to your QuickBooks Desktop Accountant user:
Additionally, Memorizing reports guarantees uniform formats and parameters, facilitating the rapid creation of frequently used reports without requiring customization, which greatly cuts down on preparation time.
By following these steps and utilizing the batch updates feature, you'll enhance your efficiency and maintain accuracy in your financial reporting. If you have any questions along the way or need further assistance, feel free to reach out. Now, let’s make the most of your QuickBooks experience!
Hi Jeff-S.
I logged in with the Accountant user, but do not have the options you show in the screen shots. I must need to have the Accountant version. Would I be able to download the Accountant version of QuickBooks on my computer?
The QuickBooks Desktop Accountant version provides specialized features designed specifically for accounting professionals, lori11364. Let me provide some insights on how you can fully leverage QuickBooks Accountant Desktop.
To download and use QuickBooks Accountant Desktop, you'll need a separate license or subscription, as these are typically sold independently. You can purchase the QuickBooks Accountant Desktop by visiting our website. Simply follow the link to the sales page and contact our sales team using the phone number in the upper right corner under the Call Sales section.
Once you've subscribed to QuickBooks Accountant Desktop, you'll have access to a variety of tools to enhance your accounting processes. For example, if you need to correct transactions that have been mistakenly assigned to the wrong accounts or classes, you can refer to this helpful article: Accountant tools: Reclassify your client’s transactions.
If you find yourself needing further assistance with downloading and installing the QuickBooks Accountant Desktop version, please know that we're always here to support you. Reach out whenever you need a helping hand!
MirriamM
Thank you for the reply. Purchasing a license for accountant version is not a viable option as I would only need the version to change account numbers on a the majority of our items. Example: we have approximately 1500 items that currently route to Sales account 4020 and I need to change all to Sales account 4060. Is there a way to do this faster than editing each item separately?
Hello lori11364,
Thanks for reaching back out! I completely understand. Currently, this is the only way to edit those accounts in QuickBooks. However, you could always check out our App Store to see if a third-party app can do this in bulk action. Use this link below to browse:
Please let me know if you need additional assistance. My team and I are ready to help. I am looking forward to seeing you around.
SashaMC,
Thank you for the suggestion, one of these apps will work for us.
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